2023 Annual ETF Stewardship Report
November 8, 2023 — 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 seven areas – proxy voting; company engagement; stewardship resources; disclosure practices; climate initiatives; diversity, equity, and inclusion (DEI); and sponsor level governance. We received responses from 19 ETF Sponsors that collectively oversee more than $28 trillion USD in assets.
Sage 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 . . .
Sage Impact Bond Strategy Maintains Lead YTD Despite Q3 Headwinds
November 2, 2023 -- The Sage Impact Bond Strategy outperformed its benchmark year to date through Q3, with a return of 0.44% vs. 0.35% for the Bloomberg US Green Bond Index
The Sage ESG Top 5 — November 2, 2023
November 2, 2023 -- Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in this week’s Sage ESG Top 5 are the . . .