2021 Annual ETF Stewardship Survey
July 20, 2021 — 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 six areas – proxy voting; company engagement; climate initiatives; stewardship resources; disclosure practices; and diversity, equity, and inclusion (DEI). We received responses from 17 ETF Sponsors that have a combined $24 trillion in assets under management, including three of the top ETF Sponsors – BlackRock, State Street, and Charles Schwab.
Sage 2021 Stewardship Policy
This report outlines Sage’s approach to stewardship, including our engagement policy and commitment to industry initiatives. Sage's Stewardship Policy represents current . . .
2020 Annual ETF Stewardship Survey
Each year, Sage surveys ETF providers to gauge how they are performing their fiduciary duties to ETF investors. This year’s survey evaluated . . .
Green Treasuries: Is Now the Time for the Federal Government to Jump on the Green Bond Bandwagon?
The green bond phenomenon has taken the investing world by storm. Corporations, governments, and municipalities worldwide have leveraged green bonds to fund projects that . . .