Sustainalytics Review of the Sage Tax-Sensitive ESG Portfolio as of June 30, 2019
Sage Advisory uses robust proprietary social and environmental assessment frameworks to assess the overall impact score of municipal bonds. The impact assessment frameworks are aligned with the Social Bond Principles and Green Bond Principles developed by the International Capital Market Association (ICMA), which define best market practices. To be eligible for the ESG portfolio, the municipal bond should be assessed to have at least a medium overall impact score. Bonds that receive an overall impact score of low are deemed ineligible and are avoided, given that Sage Advisory strives to select only those investments that are expected to contribute to meaningful social or environmental outcomes. As of June 30 2019, 59% of bonds were considered to have a high social or environmental impact score.
ESG SolutionsFixed Income
Sustainalytics Review of the Sage Taxable ESG Portfolio as of June 30, 2019
Sage Responsible Investment Policy
At Sage Advisory Services, we believe environmental, social and governance (ESG) considerations are an important driver of long-term investment returns from both. . .
Sage ESG Intermediate Credit Index — July 2019
This report compares the Sage ESG Intermediate Credit Index (GUDBESG or “the Index”) to the broad index, the Bloomberg Barclays U.S. Intermediate Credit Index (BBIC).