Fixed Income Strategies

Social ESG Bond Strategy

Dana’s Social ESG Bond Strategy is a portfolio of high-quality government, agency, mortgage and corporate fixed income securities integrating environmental, social and governance metrics into the investment process. We believe a well-diversified investment portfolio should contain high quality fixed income allocation focused on preservation of principal, liquidity management and higher yields. Our active management focuses on individual bond characteristics to capitalize on relative valuation as opposed to predicting interest rate movements. Risk management is ongoing throughout the process focusing on client specific needs to deliver consistency of returns and reduce portfolio volatility. ESG investing has growing investor demand, but many solutions are prepackaged. Our approach offering customized portfolios better suits clients specific needs in the space. Today the Strategy is used as a core holding in asset allocations to provide income and consistency of returns over the long-term. We seek to deliver excess yield over other high quality intermediate investment options with a concentrated focus on sector allocation, credit quality and duration in order to perform more consistently.

Growth of $10,000,000 (net of fees)
Inception Date: 4/1/2011

Asset Class: Intermediate Duration Taxable Fixed Income
Inception Date: March 31, 2011
Number of Holdings: 30-65
Strategy Assets: $37M