Our Responsibilities

Our business is built on trust, and with trust comes responsibility. As fiduciaries, we have a responsibility to act in the best long-term interests of our clients. We promise to be transparent in our investment process, proactive in our communication and accessible in times of need. Our independence has supported an environment where client interests come first.

We also have a responsibility to our employees, knowing that excellence in performance and client service depends upon our ability as a team to go that extra mile. To this end we remain committed to providing the best workplace environment. We are proud to be a multiple-time winner of the Pensions and Investments Best Places to Work Award.

“We think it is very important that our culture be consistent with the socially responsible governance tenets
we find attractive and beneficial within our socially responsible investment strategies.”

– Mark Mirsberger, CEO

Responsible Investing

At Dana we believe that many Environmental, Social and Governance (ESG) factors impact the financial well-being and returns of corporations and their investors. We have integrated these factors into our research process for our Socially Responsible Strategies.

We expect the bottom-line impact of ESG practices to increase over the next five years and beyond. As these factors grow in materiality, we expect to see a greater integration throughout all our strategies. This is in keeping with our mission to act in the best long-term interests of our clients while building a responsible and thoughtful organization.

Dana is proud to be a signatory of the Principles of Responsible Investing. The Principles for priThe PRI guides its network of global investors toward a more economically efficient, financially sustainable world.

ussifDana Investment Advisors is a member of USSIF: The Forum for Sustainable and Responsible Investment. USSIF promotes sustainable, responsible investing across all asset classes. We are proud sponsors of the USSIF Annual Conference.

Ceres is a non-profit organization advocating for sustainability leadership. Dana Investment Advisors is a member of the Ceres-led Investor Network on Climate Risk (INCR), a group that advocates, engages, and influences companies, financial market regulators, and government policies in addressing climate and sustainability risks and opportunities.

Interfaith Center on Corporate Responsibility (ICCR), a coalition of faith-based and other like-minded investors working together to improve the environmental, social, and governance practices of corporations in order to build a more just and sustainable world. Corporate engagements include investors letters and statements, dialogues, and                                         proxy resolutions.