Sage Responsible Investment Policy

February 14, 2020 — At Sage Advisory Services, we believe environmental, social and governance (ESG) considerations are an important driver of long-term investment returns from both an opportunity and risk mitigation perspective. These considerations are integrated across our core business and built into the policies and principles that guide our investment process on behalf of our clients.

This report outlines Sage’s Responsible Investment and Governance policies, including the responsibilities of both the ESG Investment Committee and ESG Research & Risk Analysis Team, and the sources of ESG information and research utilized by Sage.

  • DATE: February 14, 2020
  • TYPE: PDF

Featured Insights

Perspectives

ESG Case Studies — Bank of America, Cenovus Energy, VMware

Highlights & Holdings provides a thoughtful analysis for some of the key holdings in Sage’s Environmental, Social, and Governance (ESG) portfolios. . . .

Learn more >

Podcasts

How to Identify Potential Clients for ESG Investing

Sage’s ESG Research Analyst Emma Smith helps financial advisors identify potential clients who may be interested in Environmental, Social, Governance (ESG) investing. For more information. . . .

Learn more >

Commentaries

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).

Learn more >