ESG Solutions

We offer fixed income and equity ESG investment solutions that embody our commitment to sustainability and responsible investing. Our scalable investment strategies integrate our proprietary approach to evaluating and incorporating ESG issues while maintaining broad diversification and sound risk management.

ESG Taxable Fixed Income Strategies

Sage offers three ESG taxable fixed income strategies. This includes two diversified government/credit mandates in the ESG Short Term Fixed Income and ESG Intermediate Term Income Strategies, as well as a corporate-only ESG Credit Fixed Income Strategy. Each strategy holds investment-grade corporate bonds that display strong fundamentals and positive ESG characteristics.

Introducing: The Sage ESG Leaf Score


ESG Tax-Sensitive Fixed Income Strategy

The Sage ESG Tax-Sensitive Fixed Income Strategy is an actively managed tax-sensitive fixed income mandate that incorporates a top-down investment approach. The strategy will primarily invest in investment grade municipal bonds that display strong fundamentals and positive ESG characteristics.

Learn More about ESG Tax-Sensitive Fixed Income


ESG Tactical ETF Strategies

Sage offers four ESG tactical ETF strategies. These strategies invest in ETFs that qualify based on Sage’s due diligence process which incorporates both investment and ESG specific factors.

Learn More About ESG Tactical ETF


Featured Insights

Women & Wealth – A Powerful Force We Can’t Afford to Lose

Tactical Investment Strategy August 2020

Despite the ongoing congressional impasse over a Phase 4 fiscal package, risk assets continue to move higher on positive . . .

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Fixed Income Perspectives August 2020

This presentation provides insight into our fixed income outlook and illustrates how Sage is positioned in the current environment.

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