Sage offers a suite of ESG investment solutions that include taxable fixed income, tax-exempt fixed income and global equity mandates.
Tag: ESG Solutions
ESG Intermediate Fixed Income Strategy Profile 4Q23
Sage offers a suite of ESG investment solutions that include taxable fixed income, tax-exempt fixed income and global equity mandates.
ESG By The Numbers (Infographic)
March 22, 2022 — How the U.S. sustainable fund landscape has evolved.
The 5 Keys to Good Corporate Governance
December 14, 2020 — When we talk about ESG – environmental, social and governance – investing, we often start with a discussion of the ‘G’ or governance. If a company has strong governance, it will be better equipped to take care of all its stakeholders and have a positive effect on the environment.
ESG Highlights & Holdings — Northrop Grumman
December 9, 2020 — Aerospace & Defense is a critical component of the economy and global safety, yet many ESG investing strategies eliminate the industry entirely because of its ties to controversial weapons. At Sage, we take a pragmatic approach to ESG analysis, and while we do exclude some industries, we prefer to look for companies that are intentionally building sustainable business models. In this case study, we analyze the ESG policies of Northrop Grumman, an ESG leader within the Aerospace & Defense industry.
The Many Shades of ESG Integration: A Survey of U.S. Equity ESG ETFs
December 2, 2020 — As the number of ESG ETF options continues to rise, it is increasingly important for investors to “look under the hood” at how these ETFs are constructed. Oftentimes, two funds with “ESG” in their names could have completely different sector exposures, integration methodologies, exclusions, and levels of concentration. In this piece, Sage examines the 24 largest U.S. equity ESG ETFs and illustrates why it’s important to take an active approach in evaluating them.
A Framework for Analyzing Municipal Climate Risk
December 1, 2020 — Climate change remains top of mind for money managers, according to US SIF: The Forum for Sustainable and Responsible Investment recently released report. Sage has created a climate resiliency framework that can be applied to the municipal projects approved within our overall ESG framework.
ESG Highlights & Holdings — Sysco Corporation
October 26, 2020 — Sysco (an acronym for Systems and Services Company) is a global leader in selling, marketing, and distributing food products. The company operates 326 distribution facilities in 90 countries worldwide and provides food and food products to restaurants, healthcare and educational facilities, and hotels.
ESG ETF Strategies Performance Commentary 3Q20
This one-page report details what contributed to and detracted from performance for the Sage ESG ETF Strategies in the third quarter.
ESG Highlights & Holdings — Cisco Systems
September 14, 2020 — Cisco Systems, Inc. was founded in 1984 in the pursuit of connecting people, after two Stanford faculty members developed a way to enable communication over different networks between two buildings on campus — thus creating the router. One of the world’s largest technology companies by brand value ($26B), Cisco designs and manufacturers internet and communications related technology worldwide, including infrastructure platforms, networking service technologies, collaboration products, network security, and system management products.
