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Asset Management (6)

ESG, Financial Advisors, Asset Management, Wealth Management

Our ESG History: ‘The Nuns Were on to Something’

With a 20-year history in ESG investing, Dana was one of the earliest entrants in the space. It all...
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ESG, Financial Advisors, Asset Management, Wealth Management

Are ESG Funds Ready for a Value Rotation?

Many ESG strategies enjoyed a strong performance relative to their benchmarks in recent years. Much...
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ESG, Financial Advisors, Asset Management

Exxon Proxy Vote Marks Inflection Point for ESG

In May, an activist investment firm won three seats on Exxon Mobil’s board, marking one of the most...
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Value Investing, Asset Management, Wealth Management

Is There a Changing of the Guard in Stock Leadership?

Lower quality stocks have outperformed higher quality companies for much of the past year, helped...
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