About Pax World
Pax World is a recognized leader in the field of Sustainable Investing – the full integration of environmental, social and governance (ESG) factors into investment analysis and decision making.
By supplementing traditional financial analysis with equally rigorous ESG analysis, we take into consideration factors other investment managers often ignore – environmental responsibility, safety management, corporate governance and other factors that can have a material effect on share price performance.
The result, we think, is a better, smarter way to invest – an approach that in our view, has the potential to deliver higher returns with lower risk over the long term. We believe our Sustainable Investing approach is most relevant for today’s economy.
Our products include:
- Pax World Funds – a family of actively managed, no-load mutual funds
- ESG ManagersTM Portfolios – a series of multi-manager asset allocation funds with asset allocation, manager selection, and portfolio construction by Morningstar Associates
- ESG Shares® – the first family of ETFs devoted exclusively to a Sustainable Investing approach
- Separately managed accounts for institutional investors
Headquartered in Portsmouth, NH, Pax World Management LLC is an SEC registered investment adviser.
You should consider Pax World Funds’ investment objectives, risks and charges and expenses carefully before investing. For this and other important information, please obtain a fund prospectus by calling 800.767.1729 or clicking here. Please read it carefully before investing.
ESG ManagersTM Portfolios and ESG Shares® are new and have limited operating history. Before investing you should carefully consider the funds’ investment objectives, risks, charges and expenses. For this and other important information about ESG Managers® Portfolios, please obtain a fund prospectus by calling 877.374.7678 or click here. For this and other important information about ESG Shares®, please obtain a fund prospectus by calling 888.729.3863 or clicking here. Please read the prospectuses carefully before investing. ESG ManagersTM Portfolios are distributed by ALPS Distributors, Inc.
Pax World Management LLC is the investment adviser to the ESG ManagersTM Portfolios. Morningstar Associates, LLC, a registered investment advisor and wholly owned subsidiary of Morningstar, Inc., serves as portfolio construction adviser to the ESG ManagersTM Portfolios responsible for manager selection, asset allocation, portfolio construction and monitoring, but does not serve in the capacity of investment advisor to individual investors. The Morningstar name and logo are the property of Morningstar, Inc. Morningstar is not affiliated with Pax World Management LLC. ALPS Distributors, Inc. is not affiliated with Morningstar Associates, LLC.
ESG ManagersTM Portfolios are multi-manager funds, which are a mix of underlying Sleeve Subadviser portfolios. The Funds’ allocations may change due to market fluctuations and other factors.
Separately managed accounts and related advisory services are provided by Pax World Management LLC, a federally registered investment adviser. ALPS Distributors, Inc. is not the distributor for Pax World’s separately managed accounts.
