This report shows public data only. Is this your organisation? If so, login here to view your full report.
You are in Strategy and Governance » Governance and human resources
Duane Roberts and Robert Leuty
Portfolio Managers and Analysts are primarily responsible for oversight, accountability and implementation of ESG policies and research. Our Strategies hold 50-55 securities and these securities are monitored closely on a daily basis utilizing various data providers and other informational sources. The Director of Equities is a member of the Investment Committee along with the CEO and CIO and work together to assure RI process is implemented effectively.
Portfolio managers and Analysts are primarily responsible for oversight, accountability and implementation of ESG policies and research. Our Strategies are closely monitored on a daily basis utilizing various data providers and other informational sources. The Directors of Equities and Fixed Income along with the CEO and CIO work together to assure RI process is implemented effectively. The ESG Analyst (i.e. Dedicated staff) focuses on advocacy efforts including climate-related activities. A Portfolio Specialist focuses on leveraging our external relationships (i.e. Ceres and others). Both work closely with the investment team.
Chief Executive Officer (CEO), Chief Investment Officer (CIO), Investment Committee
Other C-level staff or head of department
Dedicated responsible investment staff
Dana Investment Advisors continued to be public about our support of ESG integration. We had interviews of senior staff on ESG investing in local journals, and had a press release on the Ceres Water Toolkit launch. We were a sixth time recipient of Pension and Investments' annual Best Places to Work in Money Management Award. Our staff presented on related topics at various Wealth Management conferences, RI conferences, webinars and universities. Two staff members received ESG certificate for training (USSIF) this reporting year. We will continue these efforts to build our brand as an ESG asset manager and supporter of sustainability practices and integration.