Check Out Our ESG Library for Advisors, Clients

Over our 20+ year history in ESG investing, we’ve seen interest grow considerably, particularly in the past few years. As part of our own stewardship efforts to raise awareness, we have tried to arm advisors with the tools they need for their own practice, including items that could educate their clients on ESG investing.

If you’re expecting ESG to become a bigger topic of conversation for you and your clients, we encourage you to check out any of the resources from our ESG library.

Included are links to a guidebook on ESG basics, an investment brief on ESG due diligence, an audiocast on ESG, an FAQ on the questions we receive most, and a questionnaire that advisors can give to their own clients to better understand what they want from ESG.

We hope these are helpful, and if you have other questions or suggestions, let us know.

The Dana Investments Team

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

Guidebook: Everything You Want to Know About ESG Investing.     ESG Due Diligence: How Advisors Can Navigate the Growing Field of Funds


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