Dana's Catholic Investing Journey:
The Nuns were right
Dana’s Catholic Investing story began at the tail end of 1999. We were working with a group of nuns who needed equity exposure. This group held zero equities in 1999, so we got them comfortable with moving into holding stocks, but they had some values-based controls that they wanted to place on their portfolio.
Socially Responsible Investing - the Catholic Way
Duane Roberts recently contributed to an article for America Magazine - Jesuit Review
Q&A with Dana
Dana's Director of Equities Duane Roberts provides some further insights into how Dana can help clients with specific solutions.
Economics for the Greater Good
Sister Generose Gervais, a Franciscan sister and administrator of Saint Mary’s Hospital (now part of Mayo Clinic), recognizing the need for financial resources to pursue the hospital’s work, once stated: “No money, no mission.” This quote is often used to justify a myopic focus on investment returns.
Process Driven Results
Dana has been helping clients design Catholic Investment solutions to fit their needs for over two decades. Find out more about the process