Equity Strategies
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Catholic ESG Strategy
The Dana Catholic ESG Equity Strategy selects securities from our stock universe that adhere to the US Conference of Catholic Bishops (USCCB) decree of 2003 and are ranked and analyzed according Environmental, Social and Governance (ESG) methodology. Launched early in 2000, this Strategy integrates ESG and specifically Catholic guidelines with financial metrics and adheres to our risk management process, including position limits and sector neutrality.
Objective
This Strategy seeks to outperform the mainstream benchmark with reduced volatility, while adhering and potentially benefiting from Catholic ESG metrics.
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Mandate:U.S. Equity
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Benchmark:S&P 500 Index
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Inception:January 31, 2000
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Average Number of Holdings:50-55
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Target CashFully Invested
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Secor Limit:Sector Neutral