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

ESG Solutions

GUDBESG - Sage ESG Intermediate Credit Index

ESG Solutions

ESG Perspectives September 2018

This month's ESG Perspectives is a compilation of three pieces . . .

Learn more >

ESG Solutions

ESG Perspectives August 2018

U.S. researchers, backed by the Department of Energy, are overcoming what has long been an expensive environmental challenge: extracting rare earth elements (REEs) . . .

Learn more >