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
Green Shoots Welcome Spring in the Impact Bond Market
April 23, 2024 -- After 2022 saw the first contraction in global impact bond issuance in 10 years, 2023 issuance rebounded . . .
ESG Solutions
ESG Insights Compendium
March 1, 2024 -- The following is a comprehensive list of Sage’s research pieces segmented by subject category, including environmental, social, governance . . .
Responsible Investing
Global Sustainability Spotlight: News & Views
June 4, 2024 -- Welcome to Sage’s Global Sustainability Spotlight, a bi-weekly newsletter covering evolving trends and issues in the world of sustainable investing. This week...