All Pax World Posts

December 31, 2016

Barclay’s – “Sustainable investing and bond returns: Research study into the impact of ESG on credit portfolio performance “

Barclays, 2016 This study examines the impact of using ESG attributes in fixed income investment and concludes that ESG need not be an “equity-only” strategy. Using […]
December 18, 2016

Bank of America Merrill Lynch – “ESG: Good companies can make good stocks”

Bank of America Merrill Lynch, December 18, 2016 ESG may be too costly for investors to ignore, reports Bank of America Merrill Lynch.  Companies with higher […]
September 30, 2016

Credit Suisse – “The CS Gender 3000: The Reward for Change”

Credit Suisse, September 2016 A 2016 Credit Suisse study found that companies with higher percentages of women in senior management outperformed companies with lower percentages over […]
June 30, 2016

Breckinridge Capital Advisors & MIT – “Evaluating the Relationship Between ESG and Corporate Fixed Income”

Breckinridge Capital Advisors and MIT Sloan School of Management, Spring 2016 ESG scores were found to be positively correlated with several measures of financial health, including […]
May 30, 2016

Morgan Stanley – “Putting Gender Diversity to Work: Better Fundamentals, Less Volatility”

Morgan Stanley, May 2016 The study found that companies with higher gender diversity delivered slightly higher ROE, had lower accruals and lower ROE volatility compared with […]
April 30, 2016

TIAA – “Responsible Investing: Delivering competitive performance”

Amy O’Brien, Lei Liao and Jim Campagna, TIAA. April 2016 TIAA tracked the performance of five widely-known SRI* indexes with track records of at least 10 […]
December 15, 2015

Study
“ESG and Financial Performance: Aggregated Evidence From More Than 2,000 Empirical Studies”

Gunnar Friede, Timo Busch & Alexander Bassen, Journal of Sustainable Finance & Investment 5:4, October 2015 This study, which combined the findings of about 2200 individual […]
October 13, 2015

Study
“Higher Sustainability Ratings Can Mean Lower Risk”

Jon Hale, Morningstar, October 13, 2015 Morningstar’s research shows that large-cap U.S. funds with high Morningstar Sustainability Ratings have lower risk.
June 30, 2015

Study
“Can ESG Add Alpha?”

Zoltán Nagy, Altaf Kassam and Linda-Eling Lee, MSCI, June 2015 MSCI examined two ways to construct ESG portfolios—ESG Tilt and ESG Momentum—and found that there is […]
March 31, 2015

Study
“Sustainable Reality: Understanding the Performance of Sustainable Investment”

Morgan Stanley Institute for Sustainable Investing, March 2015 Morgan Stanley reviewed performance data for over 10,000 open-end mutual funds and almost 2,900 separately managed accounts in […]