Robert G. Smith
Bob Smith
Co-Founder
Robert (Bob) G. Smith is the president and chief investment officer of Sage Advisory Services, an Austin-based independent investment advisory firm he co-founded in 1996. Serving both institutional and retail clients, Sage manages over $16.5 billion in assets and offers a comprehensive slate of products and services, including traditional fixed income, all-ETF strategies, and sustainable investment portfolios.
Bob is a recognized leader and a frequent speaker in the ESG investing space, having delivered key addresses at United Nations conferences on sustainable development, the UN-supported Principles for Responsible Investing (PRI) forums, and numerous other sustainable investing events. He has led Sage in developing creative ESG investment solutions that deliver consistent results. Bob’s extensive experience in portfolio design and asset allocation, coupled with his unique understanding of financial dynamics, affords him unique perspectives into the U.S. retirement market and design service trends.
Bob has more than 45 years of experience in domestic and international portfolio management and institutional research. He has worked for Moody’s, Merrill Lynch, Smith Affiliated Capital, and Loeb, Rhoades & Co. Bob’s expertise encompasses portfolio management, financial consulting, and economic modeling and analysis. He also has exceptional insight into the ETF markets; in 2002, he was one of the first managers to run an all-ETF strategy. Today, he is an authority on the continued evolution of the ETF sector.
Bob’s investment research and market commentary have been featured in various media outlets and publications, including Barron’s, The Wall Street Journal, The New York Times, Bloomberg, InvestmentNews, and Forbes. He is frequently invited to speak at industry conferences on sustainable/ESG investing, portfolio management and strategy, ETF markets, global fixed income markets, and asset-liability management/liability-driven investing (select list provided below).
Bob earned his MBA in finance from New York University’s Stern School of Business. He is an accredited investment fiduciary (AIF) and a certified investment management consultant (CIMC). He is a member of the Fixed Income Analysts Society (FIASI), the Investment Management Consultants Association (IMCA), and the Center for Fiduciary Studies.
