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.
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Responsible Fixed Income Strategies
Sage's responsible fixed income strategies include two diversified government/credit mandates in the ESG Short Term Fixed Income and ESG Intermediate Term Income Strategies, as well as an Impact Bond Strategy. Each strategy holds investment grade corporate bonds that display strong fundamentals and positive ESG characteristics.
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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 ESG characteristics.
View ESG 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 ESG-specific factors.
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ESG Enhanced Cash Management
The ESG Enhanced 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 ESG characteristics based on the belief that ESG factors are financially material and important drivers of long-term returns and risk management.
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Featured Insights
Responsible Investing
The Big Tech and Nuclear Power Alliance
October 18, 2024 -- The nuclear power revival continues to build in force in the United States thanks in part to a growing list of stakeholders. Support from the federal...
Responsible Investing
Responsible Investing Compendium
October 1, 2024 -- The following is a comprehensive list of Sage’s research pieces segmented by subject category, including environmental, social, governance . . .
Tactical ETF
ESG ETF Performance Commentary 3Q24
October 15, 2024 -- This one-page report details what contributed to and detracted from performance for the Sage ESG ETF Strategies in the third quarter.