Refine your selection
Refine your selection:
Sustainable Sage: The Edgar Family
How are Sage employees and their families practicing sustainability in their daily lives? Kari Edgar, Director of Client Administration, and her wife strive to teach. . . .
ESG Highlights & Holdings — Eversource Energy
Eversource is a multi-utility company with four million electricity, natural gas, and water customers throughout Massachusetts, Connecticut, and New Hampshire. Eversource has set an aggressive. . . .
Cash Balance Strategy Monitor July 31, 2020
This monthly research piece provides portfolio positioning and commentary for the Sage KIS Cash Balance CITs. This includes each strategy’s asset allocation evolution and a. . . .
ESG for the Non-Profit World: An Opportunity Not to Be Missed
Sage’s CIO Bob Smith and Vice President Lily Tu discuss the increasing interest among nonprofits for environmental, social, and governance (ESG) investing.
Aligning Investment Portfolio Risk with Enterprise Objectives: The Necessity of More Robust Stress Testing and Scenario Analysis
The year continues to be marked by the heightened uncertainty of COVID-19, its resolution and ultimate impact on the economy and markets. Insurers are dealing. . . .
ESG Highlights & Holdings — Waste Management
Incorporated in 1987 and headquartered in Houston, Texas, Waste Management, Inc. is the largest provider of waste services in North America. The company provides waste. . . .
The Language of ESG Investing
Sage’s Emma Harper and Andy Poreda discuss the language of ESG investing and the importance we place on financial materiality when incorporating ESG factors into. . . .