--- title: Impact Investing Tips and Insights From a $1.2 Trillion Advisor Platform description: This video explains how to vet ESG and SRI managers and how RIAs can find new impact investing clients. image: https://insights.danainvestment.com/hubfs/Blog%20Images/Dana-Blog-13-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) # Impact Investing Tips and Insights From a $1.2 Trillion Advisor Platform Published on Jan 31, 2019, 1:33:29 PM ESG (environmental, social and governance) and SRI (socially-responsible investing) investments are terrific ways to help clients align personal values with investments. Women and younger investors, both beneficiaries from a transfer of wealth, are driving strong demand and the number of ESG/SRI investment managers has ballooned in size over the past decade. Those seeking ESG/SRI options now have a plethora of providers to choose from, which makes the process of vetting money managers that much more important. Envestnet VP of Impact Investing, Brett Wayman and Doug Classen, SVP of Dana Investment Advisors discuss how to research ESG/SRI managers, how to talk with current clients about ESG, and how RIAs can find new clients. Hint: have you reached out to the small institutions in your own backyard?  Watch **[this video](https://www.investopedia.com/video/play/how-do-i-pick-good-esg-manager/)** to learn more. [![Video-How do I pick a good esg manager](https://insights.danainvestment.com/hs-fs/hubfs/Blog%20Images/Video-How%20do%20I%20pick%20a%20good%20esg%20manager.png?width=600&name=Video-How%20do%20I%20pick%20a%20good%20esg%20manager.png)](https://www.investopedia.com/video/play/how-do-i-pick-good-esg-manager/) The universe of acceptable investments for ESG funds may be limited as compared to other funds due to their ESG investment screening.  Because ESG funds do not invest in companies that do not meet their ESG criteria, and the funds may sell portfolio companies that subsequently violate their screens, the funds may be riskier than other mutual funds that invest in a broader array of securities.    [![Stay up to date with current market trends. 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[Read More](https://insights.danainvestment.com/blog/chart-of-the-month-the-market-is-roughly-flat-over-past-12-months) ## [Chart of the Month - How 2019 Volatility Stacks Up Against Prior Years](https://insights.danainvestment.com/blog/chart-of-the-month-how-2019-volatility-stacks-up-against-prior-years) Just when we were getting used to some tranquility in the markets, U.S.-China trade tension reared... [Read More](https://insights.danainvestment.com/blog/chart-of-the-month-how-2019-volatility-stacks-up-against-prior-years) ## [Uniquely Flexible Dividend Equity Investing](https://insights.danainvestment.com/blog/uniquely-flexible-dividend-equity-investing) What is a dividend equity strategy? At its core, a dividend equity strategy focuses on investing in... [Read More](https://insights.danainvestment.com/blog/uniquely-flexible-dividend-equity-investing) [![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" : "2020-01-08T23:27:06.927Z", "datePublished" : "2019-01-31T18:33:29.000Z", "headline" : "Impact Investing Tips and Insights From a $1.2 Trillion Advisor Platform", "image" : [ "https://insights.danainvestment.com/hubfs/Blog%20Images/Dana-Blog-13-LinkedIn.png" ], "mainEntityOfPage" : { "@id" : "https://insights.danainvestment.com/blog/impact-investing-tips-and-insights-from-a-1.2-trillion-advisor-platform", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://insights.danainvestment.com/hubfs/Logos/Dana-Investment-Adisors-Logo.png" }, "name" : "Dana Investment Advisors" } } ```