SAGE ADVISORY Overview

Sage Advisory Services Ltd. Company . is an investment advisor that manages 9.2 BN dollars in regulatory AUM and has 47 employees, of which 20 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/11 to 09/30/16. The fund's latest filing disclosed 793MM in positions, representing 9% of the manager's regulatory AUM.

SAGE ADVISORY StockAlpha

-3.7%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

SAGE ADVISORY Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
USMV 25.44% ETF -2.66% -1.01% 1 5%
EFA 10.2% ETF -4.09% -0.58% 0 13%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

SAGE ADVISORY Founders and Key Employees

Name Title In Position Since
Robert G. Smith President And Chief Investment Officer September-1996
Mark C. Macqueen Executive Vice President November-1996
Robert C. Peck Jr. Vice President May-2004
Sean C. Krasan Vice President May-2004
Gregory J. Figaro Vice President January-2007
Thomas H. Urano Vice President January-2007
Robert D. Williams Vice President January-2007
Jeffery S. Timlin Vice President July-2009
John R. Slais Cfo, Cco June-2013

SAGE ADVISORY Brokers, Custodians, Auditors and Administrators

Type Company

SAGE ADVISORY Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss 7
Analysis Methods 7
Fundamental 7
Sources of Information 7
Investment Strategy Risks 8
Taxable Fixed income 8
Municipal Fixed Income 8
Liability Driven Investing and Insurance
Company Services 9
Exchange Traded Funds 9
Other Information 9


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SAGE ADVISORY Portfolio Concentration

SAGE ADVISORY Location

5900 SOUTHWEST PARKWAY
BUILDING 1, SUITE 100
AUSTIN, Texas
UNITED STATES, 78735-6202

SAGE ADVISORY Contact Information

Phone Number: 512-327-5530
Fax Number: 512-327-5702
Website:

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