Do ESG Investors Believe In Unicorns?

Posted by Dana Funds Investment Team on Nov 6, 2019 4:35:40 PM

The once red-hot market for unicorn investments has turned chilly. These start-up enterprises with a value of at least $1 billion have enjoyed relative easy access to private capital this cycle. Robust growth, easy credit and a fair amount of hype combined to elevate the early valuations of these companies. Peloton Interactive, Inc. (PTON), the maker of stationary bikes and treadmills, marketed itself as “selling happiness.”  Ridesharing company, Lyft, Inc. (LYFT) claimed it was “at the forefront of societal change.” Corporate real estate leasing company WeWork aimed to “elevate the world’s consciousness.”  

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Q&A: ESG Investing

Posted by Dana Funds Investment Team on Nov 1, 2019 7:37:47 AM

The October issue of Citywire RIA Magazine has hit the newsstands and they released an RIA Supplement titled, “ESG’s Time Has Come.”  Environmental, social and governance (ESG) investing seems to be a hot topic recently, but many advisors are not up to date with the ins and outs of ESG investing. 

As part of the supplement, Dana submitted an article answering many questions that advisors have about ESG Investing.  Questions include:

  • What advice would you have for advisors who are looking to get into this space or deepen their ESG Investing toolkit?
  • ESG Strategies have become popular. Why is this?
  • What’s your approach to ESG Investing? How does it differ from competitors?
  • What funds do you offer? Are they all ESG funds?
  • How do you see the future of ESG playing out? Is it going to become more mainstream and just a regular part of how people invest?
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Defining Faith-Based Investing

Posted by Dana Funds Investment Team on Oct 23, 2019 4:19:49 PM

“Among us, who is above must be in service to others.  This doesn’t mean we have to wash each
other’s feet every day, but we must help one another.”
-Pope Francis

What do we want to accomplish with our time here on Earth?  What impact do we want to have on society?  How do we want to help shape the future for the generations that follow?  Mankind has asked itself these philosophical questions for ages. Their emerging importance in the form of environment, social and governance (ESG) investing or sustainable, responsible and impact (SRI) investing is a relatively more recent phenomenon.

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Faith-Based Investors Make an Impact

Posted by Dana Funds Investment Team on Oct 17, 2019 5:01:37 PM

Faith-based institutions continue to be leaders in the evolution and growth of Environmental, Social and Governance (ESG) investing. During September’s Financing The Future summit in South Africa, 22 religious group organizations announced their plans to divest oil, gas and coal investments, solidifying Faith-based investors’ position as the single largest constituency exiting fossil fuels1. While many ESG investing strategies utilize these exclusionary screening techniques to avoid investments in fossil fuels or sectors such as weapons, tobacco, alcohol and pornography, a group of Catholic faith-based investors are taking their ESG investment approach further by implementing and advocating a proactive approach to investment selection.

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The ESG Opportunity 

Posted by Dana Funds Investment Team on Oct 11, 2019 3:02:25 PM

With over 75% of individual investors expressing an interest in sustainable investing, it is clear that investor demand for  Environmental, Social and Governance (ESG)  investments is real and growing1. Yet, remarkably, only 36% of financial advisors are currently offering an ESG solution to their clients and less than 8% of co-sponsored retirement plans offer even a single ESG fund2.  In that disconnect lies opportunity. 

The three main concerns advisors have with environmental, sustainable and governance investing are a lack of  transparency,  performance  concerns and client  demand.  

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2 Wrong Ways to Invest in ESG and SRI

Posted by Dana Funds Investment Team on Sep 13, 2019 9:12:57 AM

As demand for environmental, social and governance (ESG) and socially responsible investing (SRI) investment products grows, advisors are tasked with sorting out the good options from the bad. Unfortunately, there are many problematic products, many of which have been “greenwashed” or marketed in a way that makes the fund appear more ethical or responsible than it really is, which could result in tough conversations with clients.

Here are two approaches you should be careful with:

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Advisors Year-End Checklist – Are You Prepared?

Posted by Dana Funds Investment Team on Sep 5, 2019 6:19:53 PM

Can you believe Labor Day is behind us? With the end of the year approaching, here is a checklist of items to keep in mind when speaking with your clients this fall:

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The Business Roundtable’s New Standard for Corporate Responsibility

Posted by David Weinstein, Portfolio Manager on Aug 29, 2019 1:33:18 PM

On Monday, August 19, 2019, the Business Roundtable, a group of chief executive officers from nearly 200 U.S. corporations, issued a statement1 proposing a new definition of the purpose of a corporation. This new vision included heightened corporate responsibilities toward employees, customers, suppliers, communities and the environment, rather than strictly looking to maximize profits and shareholder monetary value. The statement was signed by 181 CEOs including the heads of Apple, JPMorgan Chase and Amazon.

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Five Statistics ESG Investors Need to Consider

Posted by Dana Funds Investment Team on Jul 24, 2019 4:40:01 PM

Here are five notable statistics that environmental, social, and governance (ESG) investors need to consider.

 

  1. ESG is huge, and demand continues to grow. ESG investing is estimated today at over $20 trillion in AUM, or approximately a quarter of the professionally-managed assets across the globe.
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Top 3 Blog Posts

Posted by Dana Funds Investment Team on Jul 1, 2019 4:51:23 PM

It's hard to believe we are already halfway through 2019. 

Below we highlight our most popular blog posts to date for this year. As always, we welcome your questions or comments.  Also, if you would like for us to cover a specific topic, we would love to hear from you.  Just fill out the form on our contact us page and we will be in touch! 

Warmly,

Dana Investment Team 


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