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 tax-sensitive fixed income, impact bond portfolios, tactical ETF strategies, and cash management strategies.
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.
VIEW RESPONSIBLE TAXABLE FIXED INCOME MATERIALS
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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 Tactical ETF Strategies
Sage offers five responsible tactical 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
The Trump Administration’s Impact on Sustainable and Religious Values-Based Investing
January 24, 2025 -- The inauguration of President Donald Trump this week has ushered in significant policy changes that stand to reshape the current landscape of . . .
Responsible Investing
Responsible Investing Compendium
February 1, 2025 -- The following is a comprehensive list of Sage’s research pieces segmented by subject category, including environmental, social, governance . . .
Responsible Investing
Sustainable ETF Performance Commentary 4Q24
January 17, 2025 -- This one-page report details what contributed to and detracted from performance for the Sage Sustainable ETF Strategies in the fourth quarter.