2020 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 survey evaluated ETF Sponsors across five areas – proxy voting, company engagement, climate risk, stewardship resources, and disclosure practices. We received a 100% response rate from 14 ETF Sponsors who collectively represent nearly 90% of the U.S. ETF market, including the top four ETF Sponsors – BlackRock, Vanguard, State Street, and Charles Schwab.

Featured Insights

Podcasts

The Pandemic Brain

State Street Global Advisors and Sage Advisory bring you NPR/KUT’s Two Guys on Your Head team — Rebecca McInroy and University of Texas professors Dr.. . . .

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ESG Solutions

ESG Highlights & Holdings — Healthpeak Properties

Healthpeak Properties, Inc. is a Fortune 500 real estate investment trust (REIT) that owns a geographically diverse portfolio of over 700 properties spread across the . . .

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ESG Solutions

The Future of Sustainable Fixed Income Investing

As ESG strategies continue to prove their mettle in the current challenging market environment, investors are turning to bonds that exhibit sustainable solutions and . . .

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