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Dana Investment Advisors

PRI reporting framework 2018

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Promoting responsible investment

SG 09. Collaborative organisations / initiatives

New selection options have been added to this indicator. Please review your prefilled responses carefully.

09.1. Select the collaborative organisation and/or initiatives of which your organisation is a member or in which it participated during the reporting year, and the role you played.

Select all that apply

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We utilize the PRI information and valued in particular the work done on 2 degree scenario analysis. We participated in the Chicago event on this topic and found the framework useful and corroborated our research and added value to advocacy efforts.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We participated in the CDP portion of the NAEM (National Association for Environmental Management) conference in October 2017 and utilize their data in our modeling of companies.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Participated in related advocacy issues.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We worked with CDP on emphasizing the importance of completing their water survey. Specifically we compared our portfolio holdings with the companies that completed and that declined CDP's questionnaire. To companies that completed the questionnaire, we sent a thank you letter and explained how we use their responses. To holdings that did not respond or declined to complete the water questionnaire, we sent a letter urging them to do so and explained how it was critical to our research and beneficial to them as well. We have been asked to participate in a webinar on why corporations should complete the water survey and speak at a CDP conference in 2018. We are seeking to be CDP's lead advocate for corporate water disclosure for our holdings this year.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Dana participates in group dialogs with company management teams. We co-file shareholder resolutions and collaborate on other company and policy engagement activities. We attend annual ICCR member meetings.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Dana joined Investor Network's Water Hub to assist in development, evaluation and launch of the online Water Toolkit (December 2017). We presented how we anlyze water scarcity and resilience issues for one of the member webinars. We were quoted in the Ceres Water Toolkit's press release on this as well. We collaborated on a variety of advocacy issues, co-filed resolutions and participated in other company and policy engagement activities. We attended a Ceres conference in San Francisco. We assist Ceres with Midwest initiatives and attend their UN Summit on Climate Risk held every two years (January 2018).

          US SIF: The Forum for Sustainable and Responsible Investment
        

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We have been a Member for many years. We have been a sponsor of their Annual Meeting every year since the inaugural meeting in 2011. In May, 2018 we will be speaking on a panel regarding ESG data.


SG 09.2. Assets managed by PRI signatories (Not Applicable)


SG 10. Promoting RI independently

10.1. Indicate if your organisation promotes responsible investment, independently of collaborative initiatives.

10.2. Indicate the actions your organisation has taken to promote responsible investment independently of collaborative initiatives. Provide a description of your role in contributing to the objectives of the selected action and the typical frequency of your participation/contribution.

Description

          We speak at conferences such as Sustainatopia, conduct educational meetings for advisory groups and consultants, and guest lecture at universities (this year we added University of Michigan). One Fixed Income PM teaches at University of Wisconsin.
        

Frequency of contribution

Description

          We co-filed a grant to collaborate with U of Michigan professor on a water-related metric for industries where water is most material. We should receive a response in the first half of 2018.
        

Frequency of contribution

Description

          CDP letter to portfolio holdings, company engagements and local events (Great Lakes region)
        

Frequency of contribution

Description

          Variety of wealth management groups (large banks, local financial firms), Millennial conference (San Francisco) and more.
        

Frequency of contribution

10.3. Describe any additional actions and initiatives that your organisation has taken part in during the reporting year to promote responsible investment [Optional]

Our team increased Advocacy efforts and communicated more with clients, consultants and prospects in this area.

We are pursuing advocacy involvement within our local political arena in 2018.

 


SG 11. Dialogue with public policy makers or standard setters

11.1. Indicate if your organisation - individually or in collaboration with others - conducted dialogue with public policy makers or regulators in support of responsible investment in the reporting year.

11.2. Select the methods you have used.

11.3. Where you have made written submissions (individually or collaboratively) to governments and regulatory authorities, indicate if these are publicly available.

11.4. Provide a brief description of the main topics your organisation has engaged with public policy-makers or regulators on.

Environmental: climate change, methane emissions

Social: Human trafficking, forced/child labor, immigration

Governance: Dodd-Frank

(See Active Ownership for additional details)

 


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