Check Out Our ESG Library for Advisors, Clients

Posted by Dana Funds Investment Team on Jan 5, 2022 1:10:08 PM

Over our 20+ year history in ESG investing, we’ve seen interest grow considerably, particularly in the past few years. As part of our own stewardship efforts to raise awareness, we have tried to arm advisors with the tools they need for their own practice, including items that could educate their clients on ESG investing.

If you’re expecting ESG to become a bigger topic of conversation for you and your clients, we encourage you to check out any of the resources from our ESG library.

Included are links to a guidebook on ESG basics, an investment brief on ESG due diligence, an audiocast on ESG, an FAQ on the questions we receive most, and a questionnaire that advisors can give to their own clients to better understand what they want from ESG.

We hope these are helpful, and if you have other questions or suggestions, let us know.

Best,
The Dana Investments Team

Questionnaire for ESG Investing     ESG Due Diligence: Matching A Strategy with Your Client's Objectives

Guidebook: Everything You Want to Know About ESG Investing.     ESG Due Diligence: How Advisors Can Navigate the Growing Field of Funds

 

The Dana Funds are distributed by Ultimus Fund Distributors, LLC. There is no affiliation between Ultimus Fund Distributors, LLC. and the firms referenced in this blog post. 

ESG Investing: Environmental, Social and Governance (ESG) investing may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating. There is no assurance that employing ESG strategies will result in more favorable investment performance.