Dana Epiphany ESG Equity Fund Institutional Class (ESGIX)

Overview

The fund is a diversified equity investment vehicle that aims to achieve its investment objectives by primarily engaging in the trading of publicly traded equity securities. It employs a disciplined and risk-controlled process to manage investments. A significant focus of the fund is on adhering to environmental, social, and governance (ESG) criteria, reflecting a commitment to responsible investing. The fund pledges to invest at least 80% of its net assets into a diversified portfolio of equity securities, ensuring that the same proportion of assets undergo an ESG screening process under normal operating conditions. This strategy underscores the fund's dedication to incorporating ethical considerations alongside financial performance in its investment selection process.

Products and Services

• Diversified Equity Investments

  The core offering involves investments in a wide range of publicly traded equity securities. This service is designed for investors looking to diversify their portfolio across different sectors and geographies, focusing on companies that meet specific environmental, social, and governance (ESG) criteria. Through this offering, the fund seeks to provide growth opportunities while mitigating risk through diversification.

• ESG Screening Process

  At least 80% of the fund's net assets are subject to thorough ESG screening. This involves evaluating potential investments based on their environmental impact, social responsibility, and governance practices. The screening process ensures that investments adhere to the fund’s ethical and sustainability standards, aiming to exclude companies with poor ESG performance. This approach allows investors to align their portfolios with their values without compromising on financial returns.