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Separate Account Managers in Sustainable and Responsible Investing

Strategy Profile:
Sage Tax-Sensitive Fixed Income ESG Download as PDF for Printing PDF Download

Jump to: About This Strategy | About The Company | Specific Screening Information by Category


About This Strategy - [Return to Top]

Assets Under Management (AUM): $0M (in US$ millions)

Required Minimum: 250k

Benchmark used: Bloomberg Barclays Municipal Index

Strategy type: Bond (Fixed Income)

Strategy description: The Sage Tax-Exempt Fixed Income ESG 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 evaluated using a proprietary multi-factor ESG framework that is both qualitative and quantitative. In addition, the mandate will be implemented with highly liquid cash bonds allowing it to be delivered in a scalable SMA format.

Strategy web link: External Link

 

About The Company - [Return to Top]

Institution Name:
Sage Advisory

Total AUM in SRI: $1M (in US$ millions)

Research conducted: Both internally and externally

Researcher name: Sustainalytics and Sage Advisory

Contact info:
5900 SW Parkway, Bldg 1
Austin, TX 78735
United States
Phone: 512-327-5530
Email: nerickson@sageadvisory.com
Web: 5900 SW Parkway, Bldg 1 (Opens in a new window)

 

Specific Screening Information by Category - [Return to Top]

Environment

  • Climate / Clean Technology: Positive Investment
  • Pollution / Toxics: Combination of Positive and Restricted/Exclusionary Strategies
  • Other Environmental: Combination of Positive and Restricted/Exclusionary Strategies

Social

  • Community Development: Positive Investment
  • Diversity & Equal Employment Opportunity: Combination of Positive and Restricted/Exclusionary Strategies
  • Human Rights: Combination of Positive and Restricted/Exclusionary Strategies
  • Labor Relations: Combination of Positive and Restricted/Exclusionary Strategies
  • Sudan: No Investment

Governance

  • Board Issues: Combination of Positive and Restricted/Exclusionary Strategies
  • Executive Pay: Combination of Positive and Restricted/Exclusionary Strategies

Products

  • Alcohol: Restricted/Exclusionary Investment
  • Animal Welfare: No Investment
  • Defense/Weapons: Restricted/Exclusionary Investment
  • Gambling: Restricted/Exclusionary Investment
  • Tobacco: No Investment

Other

  • Other/Qualitative: At Sage, we see sustainable factor sensitive investing as a way for clients to achieve greater potential returns while doing good from a global and societal perspective. Moreover, we believe that the most compelling investment solutions will be those that combine institutional quality ESG research with comprehensive fundamental and quantitative research, portfolio construction and asset management capabilities. Indeed, we believe that ESG analysis should not be regarded as a substitute for traditional investment analysis but rather a powerful enhancement to it.
  • Shareholder Engagement - Private Dialogue: Conducted with companies on environmental, social or governance issues

 

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