--- title: Amid ESG Fund Proliferation, Advisors Must Be Mindful of Fit description: As assets flow into ESG funds, ESG-labeled fund launches are on the rise. Here are a few things to consider in finding the right fit for ESG funds. image: https://insights.danainvestment.com/hubfs/Blog%20Images/Dana-Blog-83-LinkedIn.png --- - [Home](https://www.danainvestment.com/) - About Us - [Who We Are](https://www.danainvestment.com/who-we-are/) - [Who We Serve](https://www.danainvestment.com/who-we-serve/) - [Our Responsibilities](https://www.danainvestment.com/our-responsibilities/) - [Meet The Team](https://www.danainvestment.com/meet-the-team/) - [History](https://www.danainvestment.com/history/) - [Awards](https://www.danainvestment.com/awards/) - Our Services - [Overview](https://www.danainvestment.com/overview/) - [Equity Strategies](https://www.danainvestment.com/strategy-assignment/equity-strategies/) - [Fixed Income Strategies](https://www.danainvestment.com/strategy-assignment/fixed-income-strategies/) - [Wealth Management](https://www.danainvestment.com/strategy-assignment/wealth-management/) - Insights - [The Dana Viewpoint](https://www.danainvestment.com/category/the-dana-viewpoint/) - [News & Updates](https://www.danainvestment.com/content-library-category/news-updates/) - [Content Library](https://www.danainvestment.com/content-library-category/content-library/) - [Resources](https://www.danainvestment.com/resources/) - [Contact](https://www.danainvestment.com/contact/) - [Stay Informed](https://www.danainvestment.com/stay-informed/) [![Dana Investment](https://insights.danainvestment.com/hs-fs/hubfs/raw_assets/public/DanaInvestment_May2023/images/mobile-logo.png?width=300&height=76&name=mobile-logo.png "Dana Investment")](https://www.danainvestment.com/) - About Us - [Who We Are](https://www.danainvestment.com/who-we-are/) - [Who We Serve](https://www.danainvestment.com/who-we-serve/) - [Our Responsibilities](https://www.danainvestment.com/our-responsibilities/) - [Meet The Team](https://www.danainvestment.com/meet-the-team/) - [History](https://www.danainvestment.com/history/) - [Awards](https://www.danainvestment.com/awards/) - Our Services - [Overview](https://www.danainvestment.com/overview/) - [Equity Strategies](https://www.danainvestment.com/strategy-assignment/equity-strategies/) - [Fixed Income Strategies](https://www.danainvestment.com/strategy-assignment/fixed-income-strategies/) - [Wealth Management](https://www.danainvestment.com/strategy-assignment/wealth-management/) - Thought Leadership - [Insights](https://insights.danainvestment.com/blog) - [The Dana Viewpoint](https://www.danainvestment.com/category/the-dana-viewpoint/) - [News & Updates](https://www.danainvestment.com/content-library-category/news-updates/) - [Content Library](https://www.danainvestment.com/content-library-category/content-library/) - [Resources](https://www.danainvestment.com/resources/) - [Contact](https://www.danainvestment.com/contact/) - [Stay Informed](https://www.danainvestment.com/stay-informed/) [![Dana Investment Advisors](https://insights.danainvestment.com/hs-fs/hubfs/raw_assets/public/DanaInvestment_May2023/images/header-logo.png?width=300&height=76&name=header-logo.png "Dana Investment Advisors")](https://www.danainvestment.com/) MENU CLOSE ![](https://insights.danainvestment.com/hubfs/raw_assets/public/DanaInvestment_May2023/images/search-image.png) # Amid ESG Fund Proliferation, Advisors Must Be Mindful of Fit Published on Jul 9, 2020, 11:12:14 AM ESG interest is growing and as asset flows follow, so too are the number of strategies dedicated to the space. For investment advisors, that makes the job of matching client objectives with the right strategy increasingly difficult. In a recent Q&A session, Dana portfolio managers touched on the issue, and where their own ESG fund may – or may not – fit within a portfolio. A brief excerpt from the interview explains: > “Our strategy is designed to be a core holding within a client’s equity portfolio. The fund is sector neutral relative to its benchmark, spans the market cap spectrum for opportunities, and invests in both value and growth stocks. The broader exposure ensures the end investor is still getting the market-like returns they depend on from their equity allocation. We believe niche ESG funds, or ones that load up on a particular ESG-friendly sector, such as technology, run the risk of producing returns that can deviate significantly from broader equity indices. > > “We also believe our work integrating ESG into the investment process is a differentiator. We don’t just screen out companies that have poor ESG ratings. Instead, we contract with numerous  different vendors for ESG research and have an in-house analyst specializing in ESG issues. We also actively engage companies around material ESG issues, spurring the positive changes we believe ESG investors seek to make in society.” To learn more about Dana’s unique investment process, including the ways we incorporate ESG principles into all of our investment strategies, download the full Q&A from our portfolio managers.   [![New call-to-action](https://no-cache.hubspot.com/cta/default/4730491/91499b97-d059-4ee8-b05b-5c59d2d1a9fd.png)](https://cta-redirect.hubspot.com/cta/redirect/4730491/91499b97-d059-4ee8-b05b-5c59d2d1a9fd)   Tags: [Epiphany ESG Fund](https://insights.danainvestment.com/blog/tag/epiphany-esg-fund), [ESG](https://insights.danainvestment.com/blog/tag/esg) [Back to Blog](https://insights.danainvestment.com/blog) - [Tweet](https://twitter.com/share) ## Related Articles ## [ESG: For The Record](https://insights.danainvestment.com/blog/esg-for-the-record) On November 13th the Wall Street Journal published an article entitled “A Socially Responsible... [Read More](https://insights.danainvestment.com/blog/esg-for-the-record) ## [Seven ESG Due Diligence Questions Every Advisor Should Ask](https://insights.danainvestment.com/blog/7-esg-due-diligence-questions-every-advisor-should-ask) As investor interest in ESG grows, so too are the number of ESG strategies to choose from. Already,... [Read More](https://insights.danainvestment.com/blog/7-esg-due-diligence-questions-every-advisor-should-ask) ## [Never Judge a Book by its Cover: Why Advisors Must Look Beyond ESG Labels](https://insights.danainvestment.com/blog/never-judge-a-book-by-its-cover-why-advisors-must-look-beyond-esg-labels) Based on the following fund profiles, can you pick the ESG strategy? Fund 1 (U.S. large cap blend... [Read More](https://insights.danainvestment.com/blog/never-judge-a-book-by-its-cover-why-advisors-must-look-beyond-esg-labels) [![Dana investment Advisors](https://insights.danainvestment.com/hs-fs/hubfs/raw_assets/public/DanaInvestment_May2023/images/footer%20logo.png?width=300&height=76&name=footer%20logo.png "Dana investment Advisors")](https://www.danainvestment.com/) - - © 2026 Dana Investment|[Privacy Policy](https://www.danainvestment.com/privacy-policy) [![Ultra](https://insights.danainvestment.com/hubfs/raw_assets/public/DanaInvestment_May2023/images/bottom-image.svg "Ultra")](https://ultradesignagency.com/) ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Dana Funds Investment Team", "url" : "https://insights.danainvestment.com/blog/author/dana-funds-investment-team" }, "dateModified" : "2020-07-09T15:12:14.658Z", "datePublished" : "2020-07-09T15:12:14.000Z", "headline" : "Amid ESG Fund Proliferation, Advisors Must Be Mindful of Fit", "image" : [ "https://insights.danainvestment.com/hubfs/Blog%20Images/Dana-Blog-83-LinkedIn.png" ], "mainEntityOfPage" : { "@id" : "https://insights.danainvestment.com/blog/amid-esg-fund-proliferation-advisors-must-be-mindful-of-fit", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://insights.danainvestment.com/hubfs/Logos/Dana-Investment-Adisors-Logo.png" }, "name" : "Dana Investment Advisors" } } ```