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.

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.

LEARN MORE ABOUT THE SAGE ESG LEAF SCORE

 

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 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.

LEARN MORE ABOUT ESG TACTICAL ETF

 

ESG Cash Management


The ESG 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.


Featured Insights

ESG Solutions

ESG ETF Performance Commentary 2Q21

July 13, 2021 -- This one-page report details what contributed to and detracted from performance for the Sage ESG ETF Strategies in the second quarter.

Learn more >

ESG Solutions

ESG Highlights & Holdings — Micron Technology

Micron Technology, Inc. is an American semiconductor company that produces a variety of memory and storage products. Micron is the fifth largest semiconductor company in . . .

Learn more >

ESG Solutions

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 . . .

Learn more >