About
Andrew K. Demand is Vice President of Portfolio Management at Sage Advisory, where he also serves as a partner and a member of the firm's Investment Committee. In this capacity, he is directly responsible for managing client portfolios, developing tailored investment strategies, and overseeing risk management processes. He plays a key role in portfolio construction and is frequently involved in client education and investment reporting, ensuring strategies align with investor objectives and risk profiles.
Andrew specializes in managing portfolios with a strong emphasis on fixed income and real estate investment trusts (REITs). He contributes to the research and execution of strategies within these asset classes, focusing on delivering total return through disciplined asset allocation, sector rotation, and security selection. His notable expertise includes identifying drivers of excess returns in REITs and uncovering opportunities across interest rate and credit cycles.
Prior to joining Sage Advisory, Andrew began his career in mortgage accounting with International Bank of Commerce First Equity in 2006. He holds an MBA and a Bachelor’s degree in Finance from Texas State University and is a Chartered Financial Analyst (CFA). Andrew is recognized for his analytical proficiency and is an active industry thought leader, often featured in educational content and industry panels.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Sage Advisory | Vice President Portfolio Management | Nov 2006 to Present | — |
Education
Texas State University
Master of Business Administration - MBA
2005 — 2009
Texas State University
Bachelor's degree, Finance
2002 — 2005
Skills & Expertise
Others at Sage Advisory Services, Ltd.co. (12)
| Name | Role | Location |
|---|---|---|
| VP, Senior Research Analyst | Austin, TX , United States | |
C Christina Criswell | Associate Portfolio Manager | United States |
| Vice President, Quantitative Research | Austin, TX , United States | |
| Vice President, Responsible Investing Research | Austin, TX , United States | |
| Managing Partner | Austin, TX , United States | |
M Michael Walton | Managing Partner | Austin, TX , United States |
| Vice President, Portfolio Management | Austin, TX , United States | |
R Ron Zboril | Trader and Asst. PM | Austin, TX , United States |
X Xochitl Maldonado | Research Analyst | Austin, TX , United States |
| Associate | Austin, TX , United States |