Insights


We are committed to providing thoughtful research and relevant insights for today’s ESG investor.

Highlights & Holdings CVS Health Corpora...
2020-05-25
From its beginnings as a Massachusetts health and beauty store in the 1960s, CVS Health has grown into a national health care company rankin...

Highlights & Holdings Coca-Cola
2020-05-22
Invented by a pharmacist in 1886, Coca-Cola forms the foundation for a beverage company that has more than 500 brands and 4,300 products sol...

ESG Perspectives - Climate Risk & Munici...
2020-05-01
As climate-related events have increased in frequency and magnitude, they have moved to the forefront of ESG investors’ minds. How well comp...

3M A Case Study on ESG Intentionality
2020-03-02
3M is a multinational conglomerate well known for both its industrial products and consumer products, such as Post-it Notes and Scotch Magic...

ESG-Perspectives October-2019 Nuclear Po...
2019-10-01
As the topic of climate change grows increasingly relevant today, it is no surprise that socially responsible investors are looking to find ...

ESG-Perspectives September-2019 Austin E...
2019-09-02
Most, if not all, sustainable energy infrastructure projects are conceived with the best of intentions. The environment benefits through the...

ESG-Perspectives June-2019 Svalbard Sojo...
2019-06-03
It is said that what happens in the Arctic doesn’t stay in the Arctic. That is because this region provides essential global climate regulat...

ESG-Perspectives March-2019 The Sustaina...
2019-03-01
Last month Barron’s published a cover story entitled “The Most Sustainable Companies,”(1) which featured an equity-focused survey of the 100...

ESG-Perspectives February-2019 Stewardsh...
2019-02-01
When the word stewardship first appeared in English language in the Middle Ages, it functioned as a job description, denoting the office of ...

ESG-Perspectives November-2018 Women and...
2018-11-01
In 2015, Chief Personnel Officer Cindy Robbins decided that, after months of deliberating Salesforce’s pay gap issue with a colleague, it wa...

ESG-Perspectives August-2018 Coal Waste
2018-08-01
It is said that one man’s trash is another man’s treasure, and treasure is what researchers are finding in toxic coal mine waste. Several Am...

ESG-Perspectives September-2017
2017-09-01
Last month we introduced the new Sage ESG Intermediate Credit Index (GUDBESG) powered by Wilshire Associates. The Index is designed to measu...

ESG-Perspectives-Article August 2017
2017-08-01
When it comes to ESG investing, one of the major questions out there centers around measuring impact. How do you do it? What metrics do you ...

ESG Perspectives June 2017
2017-06-01
The Paris Climate Agreement is a cooperative effort by countries involved in the United Nations to try to limit or reverse the effects of ma...

ESG Perspectives May 2017
2017-05-01
For those looking to allocate investment dollars into a market sector with an environmental, social or governance focus, there is no better ...

ESG Perspectives April 2017
2017-04-15
According to the recently released biennial investment review of the Global Sustainable Investment Alliance (GSIA), sustain- able investment...

Important Fund Information:

Investors should carefully consider the investment objectives, risks, charges and expenses of the Sage ESG Intermediate Credit ETF. This and other important information about the Fund is contained in the prospectus, which can be obtained by calling 888-724-3911. The prospectus should be read carefully before investing. The Fund is distributed by Northern Lights Distributors, LLC, Member FINRA/SIPC. Sage Advisory Services LTD Co. and Northern Lights Distributors, LLC are not affiliated.

Investing involves risk including possible loss of principal. There is no guarantee that the Fund will achieve its objectives. The Fund generally will invest at least 80% of its total assets in the component securities of the SAGE ESG Credit Index (the “Index”). The Index consists of corporate bonds selected from the Barclays Capital U.S. Intermediate Credit Bond Index that meet Environmental, Social and Governance (ESG) criteria. The ESG investment strategy limits the types and number of investment opportunities available and, as a result, the strategy may underperform other strategies that do not have an ESG focus.

Investing involves risk including possible loss of principal. There is no guarantee that the Fund will achieve its objectives.

ETF shares are not redeemable with the issuing fund other than in large Creation Unit aggregations. Instead, investors must buy or sell ETF Shares in the secondary market with the assistance of a stockbroker. In doing so, the investor may incur brokerage commissions and may pay more than net asset value (“NAV”) when buying and receive less than NAV when selling. The NAV of the Fund’s shares is calculated each day the national securities exchanges are open for trading, normally 4:00 p.m. Eastern time. Shares are bought and sold at market price (closing price) not NAV. Market price returns are based on the midpoint of the bid/ask spread at 4:00 pm Eastern Time (when NAV is normally determined for most ETFs) and do not represent the returns you would receive if you traded shares at other times.

3866-NLD-8/3/2020