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.
Environmental, social, and governance (ESG) considerations are an important driver of long-term investment returns from both an opportunity and risk mitigation perspective. Our ESG solutions include taxable and tax-sensitive fixed income, tactical ETF, and cash management strategies.
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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.
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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.
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ESG Tactical ETF Strategies
Sage offers four ESG tactical ETF strategies. These strategies invest in ETFs that qualify based on Sage’s due diligence process which incorporates both investment 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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ESG ETF Performance Commentary 1Q22
April 14, 2022 -- -- This one-page report details what contributed to and detracted from performance for the Sage ESG ETF Strategies in the first quarter.
The Sage Sustainable 50: An Annual Ranking of the Top ESG-Rated Fixed Income Issuers
December 14, 2021 -- In a world of equity-based ESG lists, Sage Advisory presents the Sage Sustainable 50 from a fixed income perspective. We assessed the inherent ESG . . .
2021 Annual ETF Stewardship Survey
Each year, Sage surveys providers of exchange-traded funds (ETFs) to determine how well they are performing their fiduciary duty on behalf of ETF investors. This year’s . . .