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.

Learn More About ESG Taxable Fixed Income


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 Global Equity Strategy

The Sage ESG Global Equity Strategy is an actively managed global equity mandate that will invest across domestic and international equity market segments. The strategy invests in ETFs that qualify based on Sage’s due diligence process which incorporates both investment and ESG specific factors.

Learn More About ESG Global Equity


Featured Insights

Fixed Income Perspectives November 2019

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

Learn more >

Highlights and Holdings November 2019

Highlights & Holdings provides a thoughtful analysis for some of the holdings in Sage’s Environmental, Social, and Governance (ESG) portfolios. We provide a comprehensive . . .

Learn more >

Sage ESG Intermediate Credit Index — September 2019

This report compares the Sage ESG Intermediate Credit Index (GUDBESG or “the Index”) to the broad index, the Bloomberg Barclays U.S. Intermediate Credit Index (BBIC).

Learn more >