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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