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Dana Investment Advisors

PRI reporting framework 2018

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You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (C) Implementation: Integration of ESG issues

(C) Implementation: Integration of ESG issues

LEI 08. Review ESG issues while researching companies/sectors

08.1. Indicate which ESG factors you systematically research as part of your investment analysis and the proportion of actively managed listed equity portfolios that is impacted by this analysis.

ESG issues

Proportion impacted by analysis
Environmental

Environmental

Social

Social

Corporate Governance

Corporate Governance

08.2. Additional information. [Optional]


LEI 09. Processes to ensure integration is based on robust analysis

09.1. Indicate which processes your organisation uses to ensure ESG integration is based on a robust analysis.

09.2. Indicate the proportion of your actively managed listed equity portfolio that is subject to comprehensive ESG research as part your integration strategy.

09.3. Indicate how frequently third party ESG ratings that inform your ESG integration strategy are updated.

09.5. Describe how ESG information is held and used by your portfolio managers.

09.6. Additional information.[Optional]


LEI 10. Aspects of analysis ESG information is integrated into

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

10.1. Indicate which aspects of investment analysis you integrate material ESG information into.

Proportion of actively managed listed equity exposed to investment analysis

Proportion of actively managed listed equity exposed to investment analysis

Proportion of actively managed listed equity exposed to investment analysis

Proportion of actively managed listed equity exposed to investment analysis

10.2b. Indicate which methods are part of your process to integrate ESG information into fair value/fundamental analysis and/or portfolio construction.

10.4b. Describe the methods you have used to adjust the income forecast / valuation tool

Our quantitative models are largely based upon historic financial and ESG data. Our fundamental analysis confirms or refutes a company’s ability to maintain or increase future earnings and cash flow growth. Companies that are proactive in deploying strategies to address resource scarcity via supply chain management, for example, or developing innovative, sustainable products to meet changing consumer demands are factors that influence both costs and revenues. An evaluation of future risks also impacts our analysis. The most material impacts thus far have been in situations where there are systemic risks, often for an industry or sector, as with the energy sector or with "big" banks. Climate-related incidents (drought, fire, hurricanes) also had bottm line impacts. We are seeing more quantifiable ESG factor analysis that shows a variety of ESG material impacts and expect this will grow over the next five years.

10.5. Additional information.


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