How Advisors Can Navigate the Growing Field of Funds

As interest in ESG grows, so too, does the number of ESG-labeled strategies. This makes it harder to match an ESG fund with a client’s values, intent and risk tolerance. In this investment brief, we offer a primer on the key considerations advisors and their clients should work through to find the right fit. 

2020 Dana ESG Investment BriefThe paper, ESG Due Diligence: How Advisors Can Navigate the Growing Field of Funds, covers several key topics including:

  • The case for developing ESG expertise within an advisory firm’s practice
  • Key due diligence questions advisors should ask ESG fund managers
  • Why corporate engagement is critical to ESG investing


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