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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Advisors: Have You Asked What Your Clients Want from ESG?

Posted by Dana Funds Investment Team on Oct 7, 2021 2:56:13 PM

Environmental, Social and Governance investing has grown considerably in the past five years, but there’s more than one inroad leading clients to the space. Is it a desire to improve the environment? A chance to address social justice issues? Or does your client see ESG primarily as a pathway to potentially better returns and less risk?

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As Stocks Hit Records, These Stats Should Keep Clients Invested

Posted by Dana Funds Investment Team on Sep 23, 2021 9:55:23 AM

Should I take money off the table? It’s a natural question every time stocks hit a valley or peak.

But timing markets often lead to bad results. Stepping to the sidelines when stocks plumb new lows often means missing the rebound. And moving to cash to preserve gains when stocks hit new records can mean missing out when markets had more room to run.

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ESG Investing: The Tenor of Management Teams is Changing

Posted by Dana Funds Investment Team on Sep 15, 2021 4:41:33 PM

During a career that has spanned more than 20 years at Dana Investments, portfolio manager Duane Roberts has seen management teams’ attitudes toward ESG (Environmental, Social, Governance) issues change considerably. In a brief interview, he reflected on how the tenor of management teams has changed, particularly in recent years. Excerpts from that interview follow:

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Diamonds in the Rough: How We Uncover New Investment Ideas

Posted by Dana Funds Investment Team on Sep 7, 2021 4:39:46 PM

In a competitive investment management environment, every asset manager must seek differentiated ways to add value for clients.

At Dana, we take several steps within the idea generation, portfolio construction and risk management process that we believe distinguishes our strategies. This excerpt from a Q&A with our portfolio managers shares how we arrive at different investment ideas:

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What Are Companies Saying About the Delta Variant?

Posted by Dana Funds Investment Team on Aug 31, 2021 4:11:27 PM

While the U.S. economy continues to rebound, the Delta variant remains a wildcard to growth potential in the coming quarters. With the virus on everyone’s minds, we wanted to provide you a front row seat to what management teams are saying about the variant, and how it is affecting their business or the broader economy.

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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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All In: Why ESG Funds Must Go Beyond Exclusionary Approach

Posted by Dana Funds Investment Team on Aug 24, 2021 9:08:44 AM

Are ESG strategies more about the companies you avoid, or the companies you change? It’s a key difference among ESG funds, and could be a key difference in what your clients want from ESG investing.

Some strategies are focused more heavily on exclusionary investing – using ratings and screens to “weed out” companies that have a heavy carbon footprint or score poorly on other social or governance metrics. Simply avoiding those companies may in fact be the approach your client wants.

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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.