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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

January 18, 2019

The Financial Performance of Sustainability: ESG and Risk

The evidence that sustainability, or ESG, has financial relevance continues to grow. As we look for reasons why sustainability seems to be associated with good performance, risk has emerged from the literature as one of the main contributors.
December 4, 2018
Katowice, Poland, site of the 24th Conference of the Parties to the United Nations Framework Convention on Climate Change

Should We Care About COP 24? Well, There’s No Planet B.

These days it seems as if anything newsworthy that doesn’t include the White House fades into invisibility. But in the case of climate change, the White House has decided to become invisible.
November 29, 2018
A girl in Niger with two goats

Climate-proofing Futures: How Mercy Corps Is Preparing Youth for More Extreme Weather

On November 15, a national conversation about board diversity will take place. It’s a topic we think about — and talk about — a lot.
December 4, 2018
Katowice, Poland, site of the 24th Conference of the Parties to the United Nations Framework Convention on Climate Change

Should We Care About COP 24? Well, There’s No Planet B.

These days it seems as if anything newsworthy that doesn’t include the White House fades into invisibility. But in the case of climate change, the White House has decided to become invisible.
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.
January 18, 2019

The Financial Performance of Sustainability: ESG and Risk

The evidence that sustainability, or ESG, has financial relevance continues to grow. As we look for reasons why sustainability seems to be associated with good performance, risk has emerged from the literature as one of the main contributors.
November 29, 2018
A girl in Niger with two goats

Climate-proofing Futures: How Mercy Corps Is Preparing Youth for More Extreme Weather

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 8, 2018

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

Read our TCFD report to find out how as a firm we are addressing the risks and opportunities related to climate change.

January 8, 2019

It’s Time to Invest in Her

We are in a moment. The moment of Time’s Up and #MeToo. The moment of women’s marches. The moment of Harvey Weinstein and Justice Kavanaugh. The […]
November 12, 2018
women having a conversation at a table in a business environment

Seven Conversation Starters 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.”
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.
November 20, 2018
four people at restaurant table having business meeting

How Your Clients Can Benefit from Their Own Philanthropy

The season of giving is upon us. It’s the time of year when many of your clients make their most significant charitable contributions. This is the […]
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.