2023 Annual ETF Stewardship Report
November 8, 2023 — 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 seven areas – proxy voting; company engagement; stewardship resources; disclosure practices; climate initiatives; diversity, equity, and inclusion (DEI); and sponsor level governance. We received responses from 19 ETF Sponsors that collectively oversee more than $28 trillion USD in assets.
Featured Insights
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 . . .
Responsible Investing
Sage Impact Bond Strategy Maintains Lead YTD Despite Q3 Headwinds
November 2, 2023 -- The Sage Impact Bond Strategy outperformed its benchmark year to date through Q3, with a return of 0.44% vs. 0.35% for the Bloomberg US Green Bond Index
ESG Solutions
The Sage ESG Top 5 — November 2, 2023
November 2, 2023 -- Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in this week’s Sage ESG Top 5 are the . . .