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Dana Investment Advisors

PRI reporting framework 2018

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Innovation

SG 18. Innovative features of approach to RI

18.1. Indicate whether any specific features of your approach to responsible investment are particularly innovative.

18.2. Describe any specific features of your approach to responsible investment that you believe are particularly innovative.

Dana integrates multiple data vendors and sources of information to produce our own quantitative ESG ratings that leverage and extend the information we receive from leading ESG data providers. This is an ongoing process, started in 2000, and we added to our pool of vendors in 2017. We believe few managers have this long-term history of integrating both positive and negative factors.

Also, we believe that our sector neutral portfolio construction is a differentiating and innovative element to our process. Many managers take on additional sector or industry risk when incorporating ESG analysis; for example, some may avoid the materials or energy sectors. We work hard to differentiate amongst stocks within sectors and industries. Sector neutrality is a risk control that contributes to lower volatility over time and allows us to focus on stock selection as the primary alpha generator.

18.3. Additional information.


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