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.

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A Look at Some of Our Top-Read Blog Posts in 2021

Posted by Dana Funds Investment Team on Dec 16, 2021 5:04:04 PM

Before jumping into 2022, we wanted to take a quick look back at 2021, sharing three of our most read blogs from the year. Many are still relevant today, covering the key themes and trends that continue to hover over markets.

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Engage or Divest? Our Approach to ESG and Energy Investing

Posted by Dana Funds Investment Team on Dec 9, 2021 11:49:54 AM

It’s a question that comes up often with ESG investing. In the long run, is it better to divest and avoid oil and gas companies that are responsible for high carbon emissions, or try to get them to change course? At Dana, we’ve chosen the engagement route, encouraging oil companies to clean up their act and pivot away from fossil fuels.

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Start 2022 Off With These ESG Questions

Posted by Dana Funds Investment Team on Dec 2, 2021 4:44:53 PM

The end of the year or beginning of the new one is a natural time for clients, advisors, and consultants to discuss portfolio goals. Given growing interest in ESG investing, this is a topic that is bound to come up in many conversations.

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Change Is Under Way for Catholic Investing

Posted by Dana Funds Investment Team on Nov 19, 2021 4:42:42 PM

Catholic investors have a long past in responsible investing. The church added a new page to that history this month, and Dana Investment Advisors was honored to play a role in the process.

The U.S. Conference of Catholic Bishops (USCCB) has updated its responsible investment guidelines. The church conducted its review with input from Catholic investors within the investment industry, including Dana’s Portfolio Manager Duane Roberts.

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Five Reasons to Break Out of Style Boxes and Consider Core

Posted by Dana Funds Investment Team on Nov 10, 2021 5:34:27 PM

Style boxes have been a part of many asset allocation models for decades, but it might be time to break away. Current dynamics for both growth and value indices make style box investing seem riskier.

Below are five reasons investors may want to break away from style boxes, in favor of a more balanced and more simplistic, core equity strategy, which has broad market exposure to both styles, and invests in companies that have both growth and value characteristics:

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Year in Review: What’s Driven Our Small Cap Fund’s Outperformance?

Posted by Dana Funds Investment Team on Nov 4, 2021 9:44:33 AM

The past 12 months have set up a favorable environment for active small cap managers, as company-specific fundamentals were rewarded by the market. Against that backdrop, Dana’s small cap Fund has delivered. 

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Halloween for Investors: A Look at 10 of Wall Street’s Scariest Moments

Posted by Dana Funds Investment Team on Oct 27, 2021 8:11:51 AM

With Halloween approaching this weekend, we offer our own seasonal-themed blog: a look at 10 of the scariest moments in market history. Notably, many of the events occurred in October.

While the list was compiled only for the spirit of the season, we hope it also provides perspective: “scary” market events are an inevitable part of investing. But with a long-term view, and perspective that volatility is part of the process, we hope you stay the course through future volatility.

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15 Questions to Improve Advisors’ ESG Dialogue with Clients

Posted by Dana Funds Investment Team on Oct 21, 2021 9:17:29 AM

With billions flowing into the ESG and sustainable investing universe, investor interest is clearly growing. But what drives that interest varies and has a direct impact on which strategy is right for each investor.

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ESG: Investor Engagement is Getting Energy Firms to Walk the Talk

Posted by Dana Funds Investment Team on Oct 13, 2021 4:19:05 PM

Incorporating environmental, social and governance (ESG) factors into investment analysis can identify risks and opportunities in the market. But investors desiring to improve the world around them must go a step further. Engaging with companies to address ESG issues plays an important role in creating a sustainable future.

This year, we’ve been impressed by progress on the engagement front, as key shareholder initiatives driven by Dana and other investors will force transparency at one of the world’s largest energy firms: Exxon Mobil. This blog looks at that engagement effort, and its implications.

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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.