ESG Due Diligence: Matching A Strategy with Your Client's Objectives

ESG investing has never been more popular. It’s also never been more complicated.

In a recent call, Dana portfolio managers’ tackle some of the most topical issues around ESG investing.
They also provide discuss a host of ESG issues including:

  • The hot-button issues that will define ESG investing going forward
  • The signposts that show ESG investing is having a more direct impact on corporate strategy
  • What makes Dana’s strategy different from other ESG strategies
  • Our take on exclusionary vs. inclusionary investment principles

To access the call replay, please fill out the form on this page.


ESG Investing: Environmental, Social and Governance (ESG) investing may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating. There is no assurance that employing ESG strategies will result in more favorable investment performance. 

SASB Alliance: a membership organization centered around Sustainable Accounting Standards Board (SASB) practices to shape the future of companies’ management of material sustainability factors and investors’ consideration of these factors.

PRI: Principles for Responsible Investments, formerly UN PRI, is a international network of investors, working together towards a common goal to understand the implications of ESG to investment and ownership decisions and ownership practices.

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The performance of the Fund quoted is past performance and does not guarantee future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less then original cost. Current performance of the Fund may be lower or higher than the performance quoted. Performance data as of the most recent month may be obtained by calling 1-855-280-9648.