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Separate Account Managers in Sustainable and Responsible Investing

Strategy Profile:
Dana Catholic Socially Responsible Equity Download as PDF for Printing PDF Download

Jump to: About This Strategy | About The Company | Specific Screening Information by Category


About This Strategy - [Return to Top]

Assets Under Management (AUM): $113M (in US$ millions)

Required Minimum: $1 million

Benchmark used: S&P 500 Composite Total Return

Strategy type: All Cap

Strategy description: The Dana Socially Responsible Equity strategy is an all-cap, domestic equity strategy benchmarked against the S&P 500. Social screening follows the USCCB guidelines. This product is invested using Dana’s sector-neutral, relative-value process. Eligible securities are first screened against a list of exclusions (abortion, contraception, weapons, and others), and then examined for both positive and negative characteristics covering corporate governance, environmental impact, labor relations and human rights, diversity, and product-related issues. We invest in companies that are attractive from a social perspective, in portfolios that are constructed to allow meaningful excess returns with below-market risk metrics.

Strategy web link: External Link

 

About The Company - [Return to Top]

Institution Name:
Dana Investment Advisors

Approach to Sustainable & Responsible Investment: For over 30 years, Dana Investment Advisors has achieved success by striving to provide above market returns with lower than average risk. We believe in the long-term attractiveness of our disciplined strategies, which are built upon proven, value-oriented investment principles combined with meticulous risk controls. Dana is 100% employee owned, and our team is constantly focused on protecting and enhancing the trust that has been placed with us by our clients.

Total AUM in SRI: $426M (in US$ millions)

Research conducted: Both internally and externally

Contact info:
15800 W. Bluemound Road, Suite 250
Brookfield, WI 53005
USA
Phone: (800) 765-0157
Fax: (262) 782-0581
Email: info@danainvestment.com
Web: http://www.danainvestment.com (Opens in a new window)

 

Specific Screening Information by Category - [Return to Top]

Environment

  • Climate / Clean Technology: Combination of Positive and Restricted/Exclusionary Strategies
  • Pollution / Toxics: Combination of Positive and Restricted/Exclusionary Strategies
  • Other Environmental: Combination of Positive and Restricted/Exclusionary Strategies

Social

  • Diversity & Equal Employment Opportunity: Combination of Positive and Restricted/Exclusionary Strategies
  • Human Rights: Combination of Positive and Restricted/Exclusionary Strategies
  • Labor Relations: Combination of Positive and Restricted/Exclusionary Strategies
  • Sudan: No Investment

Governance

  • Board Issues: Combination of Positive and Restricted/Exclusionary Strategies
  • Executive Pay: Combination of Positive and Restricted/Exclusionary Strategies

Products

  • Animal Welfare: Combination of Positive and Restricted/Exclusionary Strategies
  • Defense/Weapons: Combination of Positive and Restricted/Exclusionary Strategies

Other

  • Other/Qualitative: Social screening of this strategy follows the USCCB guidelines.
  • Proxy Voting: Actively voted by my institution for this investment strategy in support of environmental, social or governance issues in accordance with formal guidelines

 

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