Sustainalytics Review of the Sage Tax-Sensitive ESG Portfolio as of December 31, 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, 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 December 31 2019, 61% of bonds were considered to have a high social or environmental impact score.

  • DATE: December 31, 2019

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