2021 Annual ETF Stewardship Survey

July 20, 2021 — 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 six areas – proxy voting; company engagement; climate initiatives; stewardship resources; disclosure practices; and diversity, equity, and inclusion (DEI). We received responses from 17 ETF Sponsors that have a combined $24 trillion in assets under management, including three of the top ETF Sponsors – BlackRock, State Street, and Charles Schwab.

  • DATE: July 20, 2021
  • TYPE: PDF
generic image

Featured Insights

generic image
Responsible Investing

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 . . .

Learn more >

generic image
ESG Solutions

2020 Annual ETF Stewardship Survey

Each year, Sage surveys ETF providers to gauge how they are performing their fiduciary duties to ETF investors. This year’s survey evaluated . . .

Learn more >

generic image
ESG Solutions

Green Treasuries: Is Now the Time for the Federal Government to Jump on the Green Bond Bandwagon?

The green bond phenomenon has taken the investing world by storm. Corporations, governments, and municipalities worldwide have leveraged green bonds to fund projects that . . .

Learn more >