Thought Leadership

July 21, 2017

The Unexpected Answer to Professional Investors’ Most-Asked Question

Back when I was an equity research analyst, I quantified everything I possibly could. I figured that my opinion and my intuition were likely no better […]
June 22, 2017

ESG – Expanding the Horizon of Smart Beta

Smart beta and Environmental, Social and Governance (ESG) integration have both gathered strong momentum, with significant asset growth in strategies using each discipline. Multifactor smart beta strategies, with their longer-term focus and factor diversification, provide a natural platform for the integration of ESG.
June 7, 2017

Where are Climate Risks and Opportunities? Everywhere.

The earth’s climate is becoming warmer because of things we (humans) have done. Since the climate, along with the atmosphere and water, forms the infrastructure of our lives, climate change will affect us pervasively.
June 1, 2017

Making an Impact: Investing in the Transition to a More Sustainable Economy

The drivers of environmental markets are deeply rooted and continue to gather momentum. Population growth, increasing urbanization, climate change, environmental policy and regulation, and inadequate infrastructure are profoundly shaping global markets.
April 15, 2017

Dear Financial Services CEO: Where are the Women?

For an industry that prides itself on mastering risk management, finding value and uncovering arbitrage opportunities, I think the financial services sector is falling flat. Why? Because most firms are overlooking one of the biggest investment opportunities ever: women.
April 1, 2017

3 Questions on Sustainable Fixed Income Investing

In this Q&A, Pax Core Bond Fund (PAXBX) Portfolio Manager Tony Trzcinka shares his views on the value of fixed income ESG integration and growth in the impact bond market.
March 13, 2017

Tax Reform? Let’s Make It a Carbon Tax

We often use the term “underwater” to describe money-losing investments in finance. That may not be a euphemism for long. Of the world’s 15 largest stock exchanges, all but four are in coastal cities, and all could face the prospect of literally being submerged underwater as sea levels rise.
March 1, 2017

The Value of ESG Information in Financial Markets

What makes for an efficient financial market? Any market participant could probably list ten things without burning a calorie, but one thing that would probably make everyone’s list is information. Financial markets need information in order to work efficiently.
March 1, 2017

5 Ways Financial Advisors Can Win Millennial Clients

Millennials are expected to receive a record-breaking intergenerational wealth transfer of over $30 trillion yet only 30 percent of advisors are looking for clients under the age of 40.1 Why? Because reaching my generation can be difficult and keeping us happy is even harder.
February 15, 2017

Making a Positive Impact: The State of ESG Advocacy and Engagement

Sustainability advocacy and engagement is aimed at long-term outcomes and specifically targets ESG factors.