ESG Insights Compendium
September 1, 2023 — The following is a comprehensive list of Sage’s research pieces segmented by subject category, including environmental, social, governance, fixed income, ETFs, and retirement. It also features Sage ESG investing frameworks, Highlights & Holdings case studies, and news articles.
Introducing: The Sage ESG Leaf Score
At Sage, we incorporate environmental, social, and governance (ESG) factors as a way to manage risks in a client’s portfolio. We believe sustainable businesses will . . .
Sage Advisory Joins the CFA DEI Code
February 13, 2023 -- Diversity, equity, and inclusion (DEI) are crucial elements in the future of the investment industry and the success of investment firms.
Sage’s ESG Leaf Score Methodology
Although a company may be a leader among its peer group, the industry in which it operates may expose it to risks that cannot be mitigated through company management. By . . .