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Grow Your Practice with
Sustainable Investing

REACH TODAY'S INVESTORS

are interested in Sustainable Investing

 

Start the Conversation

OUR EXPERTISE

Your Growth Opportunity

Our team helps you keep pace with the latest environmental, social and governance (ESG) issues by providing thought leadership, research and presentations that cover current trends and best practices. We can help you introduce sustainable investing to your clients or provide in depth insight into key impact investing themes that help them make a difference with their investments, such as climate change and gender equality. Our experts can provide one-on-one consulting to help you identify which of your clients may be interested in these strategies.

OUR FOCUS AREAS INCLUDE

ENVIRONMENTAL MARKETS

This diverse sector consists of companies that are seeking to address challenges associated with resource availability and consumption, specifically in the areas of Energy, Water, Waste and Sustainable Food & Agriculture.

GENDER LENS INVESTING

The practice of integrating gender factors into investment analysis. A compelling body of research shows that companies perform better when more women are in leadership roles.

Women
& Wealth

More women are controlling investment decisions than ever before – do you know how to reach this powerful demographic?1 Our team can provide you with the expertise and strategies you need to help cultivate and better serve female clients.

We can help you strengthen your client relationships
by becoming more responsive to women’s financial
issues and concerns.

1 https://www.washingtonpost.com/sf/brand-connect/women-the-worlds-greatest-emerging-market/

Millennials 
& Money

Engaging the next generation of investors is crucial to the success of your business. Our team can offer insight into the habits, mindset and lifestyle of the next generation of investors. By cutting through the noise and diving deep inside the minds of Millennials, we address the scope of the Millennial client opportunity and offer strategies to best communicate with the next generation of investors and prove your value.

Recent Posts

November 14, 2018

Small Cap Q3 2018 Update [Advisor Webcast]

In this advisor-only webcast, Nathan Moser, CFA®, Portfolio Manager of the Pax Small Cap Fund, provides a review of 2017 and how that’s shaped his outlook for small cap in 2018.
October 16, 2018
Businessperson Stands To Address Meeting Around Board Table

It’s Time To Stop Investing in Men by Default

Should you put most of your money into a single gender?

The answer usually is, “Um, what? Keep talking.”
October 8, 2018

Pax World’s Task Force on Climate-Related Financial Disclosures 2017 Report

In our 2017 UN PRI Assessment Report, Pax received an A+ rating for Strategy and Governance and A ratings in most equity and fixed income categories.

September 7, 2018

The Times They are a Changin’

In this article from Impax Asset Management, David Richardson discusses why investing in environmental markets can help investors capture growth opportunities, enhance portfolio diversification, future proof portfolios and make a positive impact.
July 9, 2018

The Future of Transportation – Modernizing Rail

The future of transportation extends beyond the rapidly accelerating electric vehicle (EV) market. The electrification of transportation is also opening up investment opportunities across the rail infrastructure supply chain.
May 29, 2018

Environmental Leader – Kingspan Group

Kingspan Group is an example of how positive environmental impact is a natural outcome of the Pax Global Environmental Markets Fund’s investment process.
October 8, 2018

Pax World’s Task Force on Climate-Related Financial Disclosures 2017 Report

In our 2017 UN PRI Assessment Report, Pax received an A+ rating for Strategy and Governance and A ratings in most equity and fixed income categories.

September 20, 2018

How Climate Change Affects Financial Performance

Julie Gorte considers the economic and financial implications of a warming world and provides an expansive overview of various risks that climate change creates for investors.
September 4, 2018

Encouraging Companies to Do Better

There is a lot of evidence that more sustainable companies perform better financially, and we therefore believe it makes sense for shareholders to encourage companies to do better when it comes to sustainability issues, from climate change to gender equality.
November 12, 2018
women having a conversation at a table in a business environment

Seven Conversation Starters for the National Conversation About Board Diversity

On November 15, a national conversation about board diversity will take place. It’s a topic we think about — and talk about — a lot.
October 16, 2018
Businessperson Stands To Address Meeting Around Board Table

It’s Time To Stop Investing in Men by Default

Should you put most of your money into a single gender?

The answer usually is, “Um, what? Keep talking.”
October 15, 2018

Investing in Women is Smart Investing

Why should you invest in women? Because it’s 2018. Because it’s the right thing to do. Because you want a better world for your daughter. And not least because there is a strong business case for investing in women.
August 6, 2018

Reaching Millennials: Your Future Success Depends on It

Kelly Coyne explains how financial advisors can take advantage of the millennial opportunity before it’s too late.
May 23, 2018

Investopedia – Reaching Millennials: Your Future Success Depends on it

Pax’s Kelly Coyne discusses why millennials are a critical demographic for financial advisors and how sustainable investing can help reach them.  
February 15, 2018

Millennials & Money: We’re Not as Different as You Think

Millennials are the largest generation in history with a spending power of $1.5 trillion and growing – this presents an enormous opportunity for financial advisors.
October 16, 2018
Businessperson Stands To Address Meeting Around Board Table

It’s Time To Stop Investing in Men by Default

Should you put most of your money into a single gender?

The answer usually is, “Um, what? Keep talking.”
September 6, 2018

Advisors Share What’s Working: 5 Best Practices From the Invest in Women Symposium

Some of the most successful advisors in the business share strategies related to Investing in Women that have helped them grow their business.
December 12, 2017

Three “Aha!” Moments from the InvestmentNews Women Adviser Summits

Kelly Coyne shares her top three “aha” moments from the InvestmentNews Women Adviser Summits.