--- title: Start 2022 Off With These ESG Questions description: An ESG questionnaire to help advisors lead client discussions. image: https://insights.danainvestment.com/hubfs/2021.12-Dana-questionnaire-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) # Start 2022 Off With These ESG Questions Published on Dec 2, 2021, 4:44:53 PM The end of the year or beginning of the new one is a natural time for clients, advisors, and consultants to discuss portfolio goals. Given growing interest in ESG investing, this is a topic that is bound to come up in many conversations. But the motivations, ambitions, expectations, and even the basic conceptions of ESG tend to vary from one investor to the next. If you’re heading into the end of the new year and want to further the ESG dialogue, we encourage you to use our new questionnaire to help guide the discussion. It can help provide an overview of what ESG is investing and could help you decide if this is an appropriate investment. Below are a few sample questions from the full 15-question list. If it seems like something that you may be interested in, we encourage to download the [full questionnaire](https://info.danafunds.com/questionnaire-for-advisors-on-esg?hsCtaTracking=d575efe2-6ee2-41be-8cc0-50cdf01f7227%7C21547ea9-1b99-431e-a714-215e2512dff5). ![2021.12 Dana ESG Questionnaire Preview](https://insights.danainvestment.com/hs-fs/hubfs/2021.12%20Dana%20ESG%20Questionnaire%20Preview.png?width=800&name=2021.12%20Dana%20ESG%20Questionnaire%20Preview.png) *ESG Investing: Environmental, Social and Governance (ESG) investing may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating. There is no assurance that employing ESG strategies will result in more favorable investment performance.  * [![OPEN QUESTIONNAIRE](https://no-cache.hubspot.com/cta/default/4730491/d575efe2-6ee2-41be-8cc0-50cdf01f7227.png)](https://cta-redirect.hubspot.com/cta/redirect/4730491/d575efe2-6ee2-41be-8cc0-50cdf01f7227) Tags: [Equity Investing](https://insights.danainvestment.com/blog/tag/equity-investing), [Asset Management](https://insights.danainvestment.com/blog/tag/asset-management), [Wealth Management](https://insights.danainvestment.com/blog/tag/wealth-management) [Back to Blog](https://insights.danainvestment.com/blog) - [Tweet](https://twitter.com/share) ## Related Articles ## [Advisors: Have You Asked What Your Clients Want from ESG?](https://insights.danainvestment.com/blog/advisors-have-you-asked-what-your-clients-want-from-esg) Environmental, Social and Governance investing has grown considerably in the past five years, but... [Read More](https://insights.danainvestment.com/blog/advisors-have-you-asked-what-your-clients-want-from-esg) ## [Alphabet Soup: 80 Different Terms Describe Sustainable Investing](https://insights.danainvestment.com/blog/alphabet-soup-80-different-terms-describe-sustainable-investing) Confused by all the various ESG nomenclature? You’re probably not alone. By some counts, as many as... [Read More](https://insights.danainvestment.com/blog/alphabet-soup-80-different-terms-describe-sustainable-investing) ## [ESG Initiatives: A Look at Where Dana is Engaging in 2022](https://insights.danainvestment.com/blog/esg-initiatives-a-look-at-where-dana-is-engaging-in-2022) At Dana, engagement remains a core tenet of our ESG investing philosophy. We know clients don’t... [Read More](https://insights.danainvestment.com/blog/esg-initiatives-a-look-at-where-dana-is-engaging-in-2022) [![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" : "2021-12-02T21:44:53.810Z", "datePublished" : "2021-12-02T21:44:53.000Z", "headline" : "Start 2022 Off With These ESG Questions", "image" : [ "https://insights.danainvestment.com/hubfs/2021.12-Dana-questionnaire-linkedin.png" ], "mainEntityOfPage" : { "@id" : "https://insights.danainvestment.com/blog/start-2022-off-with-these-esg-questions", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://insights.danainvestment.com/hubfs/Logos/Dana-Investment-Adisors-Logo.png" }, "name" : "Dana Investment Advisors" } } ```