Print Friendly, PDF & Email

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

December 16, 2019

Impact and Innovation in Sustainable Fixed Income [Advisor Webcast]

In our recent webinar, the discussion focuses on what’s driving growth in sustainable fixed income investing; new ways to diversify across various impact bond types and themes; how to evaluate fixed income securities through an ESG and impact lens, and how issuer engagement creates positive impact.
October 30, 2019

Pax Global Environmental Markets Fund Q3 2019 Update [Advisor Call]

In this advisor-only call, Portfolio Specialist Nicola Fritz discusses performance of the Pax Global Environmental Markets Fund in Q3 2019, current positioning and outlook and specific […]
October 23, 2019

Pax Small Cap Fund Q3 2019 Update [Advisor Call]

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 4, 2019

Catch the Sustainability Wave

The transition to a more sustainable economy is underway and driving investment opportunities. In this article, we highlight examples and drivers of this transition to illustrate its global scale and fast evolution.
September 5, 2019
Hands around globe

Impact Results – Pax Global Environmental
Markets Fund

This is the third year that Impax has quantified and reported on the environmental benefit derived from activities of companies that are held in the Pax Global Environmental Market Fund.
July 10, 2019

The Business Case for Sustainability

The financial and economic cases for sustainability are strong and are getting both deeper and broader.
December 16, 2019

Impact and Innovation in Sustainable Fixed Income [Advisor Webcast]

In our recent webinar, the discussion focuses on what’s driving growth in sustainable fixed income investing; new ways to diversify across various impact bond types and themes; how to evaluate fixed income securities through an ESG and impact lens, and how issuer engagement creates positive impact.
September 11, 2019
women sitting in a conference room

Positively Impactful: How Gender Diverse Teams Drove 5 Years of Outperformance [Advisor Webcast]

Get a closer look at the benefits of sustainable investing in this webcast created exclusively for advisors, which explores the risk management and potential performance benefits of integrating ESG analysis into investment decision-making and the positive impact that investors can have by engaging directly with companies on key global issues.
August 9, 2019

Spotlight on Engagement:
Climate Change & Gender Equality

Learn how we engage with companies on two of the most pressing challenges of our time — climate change and gender inequality.
January 2, 2020
crowd of people walking

Finding Your Gender Lens Prospects

Advisors often ask, "Who are the best clients for the Pax Ellevate Global Women’s Leadership Fund?" Here's what we tell them.
December 11, 2019
a person typing on the keyboard of a laptop wearing pajamas

Your Favorite Articles from 2019

Here's the gender-related content you clicked, shared and "liked" most during 2019.
November 25, 2019
Invest in Women Symposium San Francisco 2019

Top Takeaways from the Invest in Women Symposia

Top takeaways from the Pax Ellevate Invest in Women symposia 2019
February 11, 2019

The Best Kept Secret – A Career in Financial Services

Here's why millennials eschew jobs in financial services — and how to change that.
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.  
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.