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?
Read More

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.

Read More

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.

Read More