Responsible Investing
We offer fixed income and equity investment strategies that demonstrate our commitment to sustainability and responsible investing. Our scalable investment strategies integrate our proprietary approach to evaluating and incorporating sustainability issues while maintaining broad diversification and sound risk management.
Our responsible investing solutions include taxable and municipal fixed income, impact bond portfolios, global asset allocation ETF strategies, and cash management strategies.
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Responsible Fixed Income Strategies
Sage's responsible fixed income strategies include two diversified government/credit mandates in the Sustainable Short Term Fixed Income and Sustainable Intermediate Term Income Strategies, as well as an Impact Bond Strategy. Each strategy holds investment grade corporate bonds that display strong fundamentals and positive sustainable characteristics.
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Municipal Impact Bond Strategy
The Sage Municipal Impact Bond Strategy is an actively managed tax-sensitive fixed income mandate that incorporates a top-down investment approach. The strategy will primarily invest in investment grade municipal bonds that display strong fundamentals and positive sustainable characteristics.
View Sustainable Tax-Sensitive Fixed Income Materials
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Responsible Global Allocation ETF Strategies
Sage offers five responsible global allocation ETF strategies. These strategies invest in ETFs that qualify for inclusion in a portfolio based on Sage’s due diligence process, which incorporates both investment analysis and sustainable-specific factors.
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Sustainable Cash Management
The Sustainable Cash Management Strategy is designed to provide income greater than money market instruments while limiting volatility and offering liquidity. The strategy invests in issuers with high sustainability characteristics based on the belief that sustainable factors are financially material and important drivers of long-term returns and risk management.
Featured Insights
Responsible Investing
Pope Francis: An Environmental Stalwart, Requiescat in Pace
April 25, 2025 -- This week, the world mourned the passing of Pope Francis, a pontiff whose 12-year papacy left an indelible mark on the Catholic Church and global . . .
Responsible Investing
Responsible Investing Compendium
April 3, 2025 -- The following is a comprehensive list of Sage’s research pieces segmented by subject category, including environmental, social, governance . . .
Asset Allocation
Sustainable Asset Allocation ETF Performance Commentary 1Q25
April 17, 2025 -- This one-page report details what contributed to and detracted from performance for the Sage Sustainable Asset Allocation ETF Strategies in the first quarter.