Sage offers a suite of ESG investment solutions that include taxable fixed income, tax-exempt fixed income and global equity mandates.
Tag: ESG Solutions
Introducing: The Sage ESG Leaf Score
April 16, 2020 — 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 outperform over the long term because they are intentionally focused on the ESG issues that impact their bottom lines. As the data about companies’ ESG policies grow, how can our investors quickly assess the sustainability of a company or a portfolio? With this in mind, we created the Sage ESG Leaf Score.
ESG Highlights & Holdings — AbbVie
April 13, 2020 — Since its separation from Abbott Laboratories in 2013, AbbVie has flourished into a global company with a team of over 30,000 scientists, researchers, manufacturers, and regulatory experts, and it treats upwards of 30 million patients in 175 countries each year. In recent weeks, AbbVie has proven its dedication to patients across the globe by joining the effort in combating the spread of COVID-19. AbbVie has given up patent rights for one of its HIV drugs, Kaletra, in order to ensure its supply as global authorities repurpose existing drugs to treat the virus. AbbVie is the first among its peers to take this drastic step, setting an example for other drugmakers as the COVID-19 pandemic advances.
Highlights & Holdings — The Coca-Cola Company
March 24, 2020 — These case studies provide a thoughtful analysis for key holdings in Sage’s Environmental, Social, and Governance (ESG) portfolios. We provide a comprehensive set of scores for each holding and an analysis from an E, S, and G perspective. Our goal for our ESG portfolios is to choose well-run companies (governance) that care about their employees and customers (social), and have policies in place to create a net positive effect on their environment. Sage’s ESG holdings are all best-in-class companies that are leaders in their sectors.
ESG Perspectives: 3M – A Case Study on ESG Intentionality
March 10, 2020 — 3M is a multinational conglomerate well known for both its industrial products and consumer products, such as Post-it Notes and Scotch Magic Tape. Founded more than a century ago as a mining venture, 3M is now ranked 95th on the Fortune 500 list and has upwards of a $100 billion market cap.
Climate Risk and the Insurance Industry
December 30, 2019 — Earlier this month, The New York Times published a short note on wildfires and climate change, and their impact on the insurance industry in California. We view what’s happening in California as a microcosm of the challenges facing the insurance industry. As a result of more frequent and costly natural disasters, private insurers and regulators are increasingly trying to find a balance between the availability and affordability for consumers and insurers’ coverage and profitability. We believe the sustainable solution is not a local one, but one that requires global innovation and collaboration.
Highlights and Holdings VF Corporation
December 23, 2019 — Highlights & Holdings provides a thoughtful analysis for some of the holdings in Sage’s Environmental, Social, and Governance (ESG) portfolios. We provide a comprehensive set of scores for each holding and an analysis from an E, S, and G perspective. Our goal for our ESG portfolios is to choose well-run companies (governance) that care about their employees and customers (social), and have policies in place to create a net positive effect on their environment. Sage’s ESG holdings are all best-in-class companies that are leaders within their sectors.
Highlights and Holdings Marsh & McLennan Companies
December 23, 2019 — Highlights & Holdings provides a thoughtful analysis for some of the holdings in Sage’s Environmental, Social, and Governance (ESG) portfolios. We provide a comprehensive set of scores for each holding and an analysis from an E, S, and G perspective. Our goal for our ESG portfolios is to choose well-run companies (governance) that care about their employees and customers (social), and have policies in place to create a net positive effect on their environment. Sage’s ESG holdings are all best-in-class companies that are leaders within their sectors.
Highlights and Holdings Zimmer Biomet
December 17, 2019 — Highlights & Holdings provides a thoughtful analysis for some of the holdings in Sage’s Environmental, Social, and Governance (ESG) portfolios. We provide a comprehensive set of scores for each holding and an analysis from an E, S, and G perspective. Our goal for our ESG portfolios is to choose well-run companies (governance) that care about their employees and customers (social), and have policies in place to create a net positive effect on their environment. Sage’s ESG holdings are all best-in-class companies that are leaders within their sectors.
Highlights and Holdings VMWare
December 11, 2019 — Highlights & Holdings provides a thoughtful analysis for some of the holdings in Sage’s Environmental, Social, and Governance (ESG) portfolios. We provide a comprehensive set of scores for each holding and an analysis from an E, S, and G perspective. Our goal for our ESG portfolios is to choose well-run companies (governance) that care about their employees and customers (social), and have policies in place to create a net positive effect on their environment. Sage’s ESG holdings are all best-in-class companies that are leaders within their sectors.