Dana Funds

04/14/2022

Would you think to ask a nun about environmental, social or governance investing? Turns out, they like to think long-term about the companies they invest in. Also? Managers that think long-term about their companies drive value creation. https://hubs.la/Q0186VLL0

02/03/2022

Catholic investing provides a way for faith-based individuals to align their portfolio with their values. But that’s not the only merit of Catholic investing. We explain here: https://hubs.la/Q013snsz0

Aligning your investments with your beliefs is just one reason for Catholic investing.

01/14/2022

We consider engagement a key priority for ESG investors. Here’s a comprehensive look at where Dana is working to improve companies and industries. Read more: https://hubs.la/Q012bPhG0

A comprehensive look at our engagement initiatives.

01/05/2022

Expecting more conversations around ESG this year? Let these resources for advisors and their clients help. Read more: https://hubs.la/Q011yG6p0

Resources on ESG investing for advisors and clients.

12/21/2021

From the Dana family to yours, we wish you a happy, healthy holiday season and a peaceful and productive new year.

12/09/2021

Engage or divest? It’s a fundamental question for ESG investing and the energy sector. Here’s our take, and why. Read more: https://hubs.la/Q010z8YG0

Engage or divest? It’s a fundamental question for ESG investing and the energy sector.

12/03/2021

Advisors - Are you expecting ESG discussions with clients at the end of the year? This questionnaire can help guide the conversation. Read more: https://hubs.la/Q010by2v0

An ESG questionnaire to help advisors lead client discussions.

11/22/2021

The Conference of Catholic Bishops has made changes to its SRI guidelines for the first time in 20 years. Here’s why it’s important to markets, and important to Dana. Read more: https://hubs.la/H0_y22H0

The Conference of Catholic Bishops makes changes to its responsible investment guidelines.

10/21/2021

Strictly for advisors and their clients: Fifteen questions that will improve your ESG dialogue. Read more: https://hubs.la/H0ZQwX50

A questionnaire to help advisors lead ESG discussions with clients.

10/13/2021

Here’s a look at where Dana is currently targeting its ESG engagement efforts: lobbying and trade associations. Read more: https://hubs.la/H0Zl8j70

A look at Dana’s engagement efforts to get clarity on political lobbying.

10/07/2021

Advisors: Want to find out what’s driving your client’s ESG interest and where they may need help and education? These questions may help. Read more: https://hubs.la/H0Y_Y_V0

A questionnaire to help advisors unlock their clients’ ESG motivations and discover their client may need more education.

07/01/2021

“The nuns were on to something.” Here is an interesting story about how we first ventured into ESG investing more than 20 years ago, and some surprising findings we discovered early on. Learn more: https://hubs.la/H0RmJBv0

An overview of how Dana first ventured into ESG.