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
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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
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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.
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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.
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Featured Insights
ESG Solutions
Strong Returns for 2023 Distinguish Sage Impact Bond Strategy
January 25, 2024 -- The Sage Impact Bond Strategy is a portfolio of green, social, sustainability, and sustainability-linked bonds. The following report . . .
ESG Solutions
ESG Insights Compendium
March 1, 2024 -- The following is a comprehensive list of Sage’s research pieces segmented by subject category, including environmental, social, governance . . .
ESG Solutions
Sage Evaluates 11 GICS Sectors for ESG Risks and Opportunities
January 16, 2024 -- In this semiannual report, we provide ESG Leaf Scores for each of the 11 sectors in the Global Industry Classification Standard (GICS). We highlight . . .