Alphabet Soup: 80 Different Terms Describe Sustainable Investing

Posted by Dana Funds Investment Team on Aug 27, 2021 1:11:36 PM

Confused by all the various ESG nomenclature? You’re probably not alone. By some counts, as many as 80 different terms are used to define ESG investing. *

Amid the alphabet soup, advisors can establish themselves as a trusted guide for interested investors. Our newest ESG FAQ can help.

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Health Care Sector Outlook: Inflection Points Ahead

Posted by Dana Funds Investment Team on Aug 10, 2021 4:30:02 PM

Editor’s note: Our health care sector outlook is part of a regular series sharing our views on various sectors. It’s part of our efforts to increase communication with investors at a time of economic and market uncertainty. While the sector outlooks provide a short overview of our thinking, we invite you to contact us if you are interested in a deeper discussion.

In a sector as large and diverse as health care, only one sweeping statement can be applied across the entire investable universe: Fundamentals are at an inflection point.

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Inflation Roundtable: Talking About What Investors Should Be Talking About

Posted by Dana Funds Investment Team on Jul 8, 2021 5:16:29 PM

For the past several months, market pundits have directed much of their focus on a single topic: Inflation. But many news articles and conversations are void of perspective. In a wide-ranging roundtable discussion, Dana Investment Advisor’s portfolio managers shared their views on inflation, including why moderate inflation is OK for markets and the economy, why excessive inflation like the 1970s is unlikely, and what investors should be thinking about in an era of reasonable price increases. A synopsis of their discussion follows:

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Our ESG History: ‘The Nuns Were on to Something’

Posted by Dana Funds Investment Team on Jun 30, 2021 5:36:59 PM

With a 20-year history in ESG investing, Dana was one of the earliest entrants in the space. It all started with the request of a group of nuns. In a recent conference call on ESG investing, Dana portfolio managers shared how it all began:

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Are ESG Funds Ready for a Value Rotation?

Posted by Dana Funds Investment Team on Jun 24, 2021 4:17:31 PM

Many ESG strategies enjoyed a strong performance relative to their benchmarks in recent years. Much of it was due sector exposure. Simply put, many ESG strategies were overweighted growth-oriented technology companies, which score well in ESG ratings and analysis due to their lower carbon footprint.

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Exxon Proxy Vote Marks Inflection Point for ESG

Posted by Dana Funds Investment Team on Jun 17, 2021 4:03:50 PM

In May, an activist investment firm won three seats on Exxon Mobil’s board, marking one of the most expensive, and most closely watched, proxy fights in America. It was a big victory for a small activist investor owning only a fraction of Exxon’s total shares.

It also marked a victory for ESG investors. The activist firm, a hedge fund called Engine No. 1, relied on ESG-friendly institutional investors and ESG fund managers to secure enough votes to elect the new board members, who will encourage Exxon to pivot its business away from fossil fuels.

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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.