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 Strategy


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

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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.

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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.

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View Global Equity ESG Materials


Featured Insights

ESG Solutions

Sustainable Investing Roundup

Here you can find the presentations from the recent Sustainable Investing Roundup held in Austin on November 8, 2017.

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ESG Solutions

ESG Compendium

Here you can find our most recent ESG materials including Presentations, Product Sheets, and Perspectives Articles.

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ESG Solutions

Glossary of Responsible Investment Terms

Check out our Glossary of Responsible Investment Terms to learn more about the ESG investing landscape.

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