Factor Investing, ESG, and Financial Advisor Challenges with Envestnet PMC’s Dana D’Auria

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Jacob Wolinsky
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ValueWalk’s Raul Panganiban interviews Dana D’Auria, CFA, Co-CIO at Envestnet PMC, and discuss her approach to investing, current state for financial advisors, and ESG. Q1 2021 hedge fund letters, conferences and more The following is a computer generated transcript and may contain some errors. Interview with with Envestnet PMC’s Dana D’Auria ValueWalk’s ValueTalks · Factor Investing, ESG, and Financial Advisor Challenges with Dana D’Auria, Co-CIO, Envestnet PMC Transcript Hello podcast listeners. Today’s a very special episode with Dana deoria CFA, and co Chief Investment Officer at investment PMC. She is also a member of investments pmcs investment committee and has…

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Jacob Wolinsky is the founder of HedgeFundAlpha (formerly ValueWalk Premium), a popular value investing and hedge fund focused intelligence service. Prior to founding the company, Jacob worked as an equity analyst focused on small caps. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com FD: I do not purchase any equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds.