Highlights and Holdings Bank of America

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.