ESG Perspectives: ETF Sponsor Stewardship Survey
Late last year, Sage conducted its 2018 ETF Sponsor Stewardship Survey. Given the aggressive growth and development of the ETF industry, as well as its ever-expanding proxy voting responsibilities on behalf of those investors utilizing these funds, we felt it would be useful to survey a range of ETF providers to evaluate their methods and efforts to satisfy their respective fiduciary and stewardship requirements. We also wanted to find out if ETF providers took account of environmental, social, and governance (ESG) issues through their company engagement practices, investment process, and proxy voting decisions. More importantly, we wanted to know to what extent they are dedicated to encouraging higher standards of ESG performance among the companies in which they are invested. This report provides an in-depth analysis of our findings.
The Market Environment Favors High-Quality Fixed Income
Sage’s Vice President of Research Komson Silapachai discusses the current economic picture, Fed policy, and Sage’s view on the fixed income sectors that are most. . . .
Tactical Investment Strategy February 2019
With equities and spread sectors recovering most of what was lost in the fourth quarter, we have become more cautious in our asset allocation view. In equity allocations . . .
An Interview with SASB’s Financials Sector Analyst
Sage talks with the Sustainability Accounting Standards Board’s (SASB) Financials Analyst Anton Gorodniuk about financial materiality, how the reporting standards will impact credit ratings, and. . . .