Austin, TX (Jan. 20, 2025) \u2013 Sage Advisory, an independent investment management firm, has announced a strategic collaboration with inCadense to bring Sage\u2019s institutional-quality investment strategies to international markets. This partnership leverages inCadense\u2019s open-architecture, multi-custody technology platform to deliver turnkey cross-border solutions, making Sage\u2019s multi-asset, ETF, and fixed income SMA portfolios accessible to wealth advisors, family offices, and financial intermediaries across Latin America, Asia Pacific, and other global regions.<\/p>\n
Through this collaboration, Sage is transforming its ETF, fixed income, and OCIO multi-asset strategies into offshore separately managed accounts via the inCadense International Turnkey Asset Management Platform (iTAMP). Working alongside inCadense\u2019s RIA affiliate, iH2 Advisors & Company, Sage will offer flexible managed account formats designed specifically for non-U.S. investors.<\/p>\n
\u201cSage\u2019s vision has always been to bring institutional-quality multi-asset, fixed income, and OCIO strategies to a broader audience,\u201d said Bob Smith, President and Chief Investment Officer of Sage Advisory. \u201cOur collaboration with inCadense is the next step in making our investment solutions available globally. By combining our disciplined investment process with inCadense\u2019s agile technology, we can scale implementation across custodians and currencies while maintaining efficiency and transparency.\u201d<\/p>\n
\u201cAt inCadense, our goal is to connect high-conviction managers like Sage with the infrastructure and investment overlay services needed to reach a broader investor base,\u201d said Stephen M. Hagan, Managing Partner and Co-Founder of inCadense. \u201cSage brings a disciplined investment process and proven performance record, and our platform ensures those capabilities can be delivered efficiently across custodians, currencies, and jurisdictions \u2014 without sacrificing precision or control.\u201d<\/p>\n
The partnership enables global delivery of Sage\u2019s model portfolios through iTAMP, integrating Sage\u2019s investment expertise with inCadense\u2019s digital managed account ecosystem. Advisors and institutions will benefit from streamlined pre-trade compliance, implementation, and operations across markets, as well as automated reconciliation, data integration, and tailored reporting for enhanced transparency.<\/p>\n
Founded in 1996 and based in Austin, Texas, Sage Advisory is an independent, employee-owned investment management firm providing institutional-grade investment strategies across fixed income, equity, and multi-asset portfolios. Sage is recognized for its commitment to responsible investment, innovation, and risk-aware portfolio construction. For more information, visit www.sageadvisory.com<\/a>.<\/p>\n inCadense empowers asset and wealth managers to design and deliver managed account solutions for international investors. Its digital turnkey iTAMP platform supports customization of SMAs, UMAs, and model portfolios, unlocking access to global mandate investing by individuals, family offices, and asset owners. Registered investment adviser affiliate iH2 Advisors & Company serves as overlay manager on iTAMP. Through open architecture and seamless connectivity across global custodians, asset classes, and jurisdictions, inCadense enables managers to launch new investment products efficiently, scale their businesses across borders, and enhance client outcomes. For more information, visit www.incadense.com<\/a>.<\/p>\n SOURCE: Sage Advisory via Craft & Capital<\/em><\/p>\n Austin, TX (Jun. 30, 2025) \u2013 Sage Advisory Services Ltd. Co., a leading investment management firm specializing in fixed income and alternative solutions, and Cedar Trace Group, a Bermuda-based insurance, reinsurance, and asset management group, will collaborate to offer innovative investment products featuring insurance-linked securities (ILS) and credit opportunities.<\/p>\n The jointly advised portfolios will benefit from Sage\u2019s deep expertise in fixed income and credit strategies and Cedar Trace\u2019s capabilities in ILS, catastrophe bonds, and (re)insurance risk transfer. This collaboration aims to deliver lower-correlated, yield-enhancing total return strategies for institutional investors, family offices, and asset allocators seeking elevated, diversified, and portfolio-diversifying return opportunities.<\/p>\n \u201cWe are excited to partner with Cedar Trace to bring groundbreaking ILS enhanced credit opportunities to our clients,\u201d said Robert G. Smith, President of Sage Advisory Services. \u201cSage\u2019s nearly three decades of fixed income expertise, paired with Cedar Trace\u2019s unparalleled ILS capabilities, will create a powerful solution for investors seeking stability and enhanced returns.\u201d<\/p>\n Lawrence Minicone, CEO of Cedar Trace, added, \u201cWe are thrilled to partner with Sage. Sage is an industry thought leader with an exceptional track record of expertise, integrity, and success. By combining our ILS capabilities with Sage\u2019s credit and fixed income proficiency, we are aiming to deliver enhancing and diversifying risk-adjusted returns to investors.\u201d<\/p>\n Based in Austin, TX, Sage Advisory Services Ltd. Co. is a premier investment management firm with nearly 30 years of experience in fixed income, responsible investing, and alternative solutions. For more information, visit www.sageadvisory.com<\/a>.<\/p>\n Cedar Trace Group, headquartered in Bermuda, is an insurance, reinsurance, and asset management group specializing in scalable capital solutions. It is strategically aligned with Mereo Insurance Limited, a BMA-regulated reinsurer with an A- rating from AM Best. For more information, visit cedartrace.com<\/a>.<\/p>\n SOURCE: Sage Advisory via Craft & Capital<\/em><\/p>\n Tags: financial advisors<\/a>, Insurance-Linked Securities (ILS)<\/a>, partnership<\/a>, retirement planning & savings<\/a> <\/p>\n","protected":false},"excerpt":{"rendered":" Partnership delivers Sage\u2019s multi-asset, ETF, and fixed income SMA portfolios to global investors via inCadense\u2019s international turnkey asset management platform Austin, TX (Jan. 20, 2025) \u2013 Sage Advisory, an independent investment management firm, has...<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[],"tags":[1],"jetpack_featured_media_url":"","_links":{"self":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts\/24716"}],"collection":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/comments?post=24716"}],"version-history":[{"count":0,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts\/24716\/revisions"}],"wp:attachment":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/media?parent=24716"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/categories?post=24716"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/tags?post=24716"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}About inCadense<\/b><\/h4>\n
Backgrounder:<\/h3>\n
Sage Advisory Services and Cedar Trace to Collaborate on a Suite of Innovative Alternatives Solutions<\/h2>\n
About Sage Advisory<\/b><\/h4>\n
About Cedar Trace<\/b><\/h4>\n