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ESG (3)

ESG, Asset Management, Wealth Management

ESG’s Next Big Thing

As more assets flow into ESG strategies, the space has had an impact on several facets of society,...
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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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Epiphany ESG Fund, Long Term Investing, Equity Investing, Value Investing, ESG

ESG Strategies: You Asked, We Answered

With more than $50 billion flowing into ESG strategies in 2020, and more than 350 different...
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Large Cap, Epiphany ESG Fund, Long Term Investing, Equity Investing, ESG

Five Stats That Put Innovation and Disruption in Perspective

Disruption and innovation are the very fabric of the American economy. So it’s little wonder that...
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