Sustainable Investing
We offer fixed income and equity investment strategies that demonstrate our commitment to sustainability and responsible investing. Our scalable investment strategies integrate our proprietary approach to evaluating and incorporating sustainability issues while maintaining broad diversification and sound risk management.
Our sustainable investing solutions include taxable and tax-sensitive fixed income, impact bond portfolios, tactical ETF strategies, and cash management strategies.
LEARN MORE ABOUT THE SAGE ESG LEAF SCORE
Sustainable Fixed Income Strategies
Sage's sustainable fixed income strategies include two diversified government/credit mandates in the ESG Short Term Fixed Income and ESG Intermediate Term Income Strategies, as well as an Impact Bond Strategy. Each strategy holds investment grade corporate bonds that display strong fundamentals and positive ESG characteristics.
VIEW ESG TAXABLE FIXED INCOME MATERIALS
LEARN MORE ABOUT SUSTAINABLE FIXED INCOME
Municipal Impact Bond Strategy
The Sage Municipal Impact Bond 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.
View ESG Tax-Sensitive Fixed Income Materials
LEARN MORE ABOUT MUNICIPAL IMPACT BOND
Sustainable Tactical ETF Strategies
Sage offers five sustainable tactical ETF strategies. These strategies invest in ETFs that qualify for inclusion in a portfolio based on Sage’s due diligence process, which incorporates both investment analysis and ESG-specific factors.
LEARN MORE ABOUT SUSTAINABLE TACTICAL ETF STRATEGIES
ESG Enhanced Cash Management
The ESG Enhanced Cash Management Strategy is designed to provide income greater than money market instruments while limiting volatility and offering liquidity. The strategy invests in issuers with high ESG characteristics based on the belief that ESG factors are financially material and important drivers of long-term returns and risk management.
View ESG Enhanced Cash Management Materials
Featured Insights
ESG Solutions, Tactical ETF
ESG ETF Strategies Performance Commentary 2Q23
July 11, 2023 -- This one-page report details what contributed to and detracted from performance for the Sage ESG ETF Strategies in the second quarter.
ESG Solutions
ESG Insights Compendium
July 1, 2023 -- The following is a comprehensive list of Sage’s research pieces segmented by subject category, including environmental, social, governance . . .
ESG Solutions
The Sage ESG Top 5 — July 5, 2023
July 5, 2023 -- Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in this week’s Sage ESG Top 5 are the . . .