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Home : Indexes : Powered by Wilshire : Sage ESG Intermediate Credit Index

Indexes

Powered by Wilshire : Sage ESG Intermediate Credit Index

The Sage ESG Intermediate Credit IndexSM designed by Sage Advisory Services, Ltd. Co., measures an investment strategy that aims to maximize exposure to positive Environmental, Social and Governance (ESG) characteristics, while maintaining high liquidity. Created in August 2017, the Sage ESG Intermediate Credit Index uses a proprietary selection process to identify securities from the Bloomberg Barclays US Intermediate Credit Index with optimal ESG ratings, while closely aligning duration and risk characteristics to the Bloomberg Barclays US Intermediate Credit Index.

Summary

  • Liquidity screening to minimize trading costs of the underlying assets
  • ESG optimization 
  • Duration and risk closely aligned with the Bloomberg Barclays US Intermediate Credit Index
  • Quarterly rebalancing

Fact Sheet 

     
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Methodology

      
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Press Release

      
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Wilshire calculates and distributes Powered by Wilshire indexes based on the 3rd party supplied methodology. Wilshire makes no representations about the intended purpose or the methodology used to construct Powered by Wilshire indexes.





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