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ADVISOR QUESTIONNAIRE: ESG
When it comes to ESG investing, client needs and goals vary. We’ve created a questionnaire for advisors to give to their own clients to better understand what they want from the space.
Read Our Latest Insights
Dana’s blog is aimed at providing our readers with research, market and data insights on ESG, large cap and small cap investments. Read our latest thought leadership in our blog library.
ESG Investment Brief
The only thing growing faster than ESG interest? The number of strategies dedicated to the space. As ESG funds proliferate, it can be difficult to find the right match for each client’s values, investment objectives and risk tolerance. Our due diligence primer can help.
Welcome to Dana Investment Advisors
Dana Investment Advisors is an Asset Management firm that guides investors through an ever-changing market environment. Dana actively manages a broad range of public U.S. Equity and Fixed Income investment strategies for corporations, endowments, foundations, family offices and individuals. Our objective is straightforward: Deliver consistent excess returns with lower risk and provide clients with exceptional, personal and timely service.
Founded in 1980 by Mike Dana, a Midwest native and experienced financial manager, Dana originally served many business owners and their employees. These entrepreneurial roots still run deeply within our firm today. Dana remains an independent, employee-owned enterprise that believes integrity, trust, responsibility and stewardship never, ever go out of style. Our history of delivering exceptional results while nurturing longstanding client relationships, are a testament to these values in action.
We invite you to get to know us and learn how we may be of service to you and yours.
We believe our risk-controlled portfolio construction is a differentiating factor in protecting our clients’ assets.
The Large Cap Equity Fund holds a diversified portfolio of approximately 50 to 55 U.S. large cap stocks. The Fund seeks to remain sector neutral to the S&P 500 Index and to add alpha through stock selection. This strategy has been utilized by Dana Investment Advisors in institutional products since 1999.
The Dana Epiphany ESG Small Cap Equity Fund holds a diversified portfolio of approximately 60 to 65 U.S. small cap stocks. The Fund seeks to remain sector neutral to the Russell 2000 Index and to add alpha through stock selection. This strategy has been utilized by Dana Investment Advisors in institutional products since 1999.
Fact sheets, due diligence materials, applications and forms for current and prospective investors.
Reasons to Invest With Dana
Focus On Security Selection
Using an approach of quantitative modeling and fundamental research that has been employed by Dana Investment Advisiors in institutional products since 1999, the advisor selects securities designed to generate alpha over the long term.
Repeatable Investment Process
The investment process seeks to mitigate volatility utilizing several strategies including, but not limited to, sector-neutral weighting, equally weighted positions within sectors, and a maximum position size of 4%.
Firm Pedigree & History
Dana Investment Advisors was founded in 1980, is employee-owned, and manages $7.4 billion as of March 31, 2018. The firm has never wavered from our goal of providing above market returns while reducing volatility for our clients.
Building Trusting Relationships
Since our founding in 1980, Dana has remained independent and employee-owned. Our investment firm is built on trust, integrity and professional experience.
We strive to provide personalized client service and are uncompromising in our efforts to deliver superior results to clients.
Dana has assembled an investment team with diverse, specialized knowledge. We are adept at navigating challenging market environments and developing customized solutions.
We implement a uniform investment process designed to minimize volatility and improve consistency of returns. We seek repeatable and predictable results to most effectively grow wealth.