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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

April 22, 2019

Pax Global Environmental Markets Fund Q1 2019 Update [Advisor Call]

In this advisor-only call, Portfolio Specialist Nicola Fritz discusses performance of the Pax Global Environmental Markets Fund in Q1 2019, current positioning and outlook and examples […]
April 22, 2019
Young woman admiring London at sunrise

Are Women Good for the Climate?

A growing body of literature reveals that when it comes to climate mitigation, gender matters
March 26, 2019
a mountainside burning in a wildfire

Does the PG&E Bankruptcy Really Indicate That Sustainable Investing is a Mess?

One recent news article posits that the PG&E bankruptcy has exposed “blindspots” in sustainable investing, while another argues that sustainability analysis can help investors identify companies that may be skating on thin ice. Can both views be true?
March 26, 2019
a mountainside burning in a wildfire

Does the PG&E Bankruptcy Really Indicate That Sustainable Investing is a Mess?

One recent news article posits that the PG&E bankruptcy has exposed “blindspots” in sustainable investing, while another argues that sustainability analysis can help investors identify companies that may be skating on thin ice. Can both views be true?
March 14, 2019

Adapt or Dry

A continually warming climate means more water stress for humans: too much of it in some places, too little of it in others. And that brings new risks — and opportunities — for investors.
March 14, 2019

Leaving No One Behind Is an Opportunity for Investors

Climate change, pollution and a growing population are key players in water investment momentum, and the investment opportunities are surprisingly diverse and resilient.
April 22, 2019
Young woman admiring London at sunrise

Are Women Good for the Climate?

A growing body of literature reveals that when it comes to climate mitigation, gender matters
March 26, 2019
a mountainside burning in a wildfire

Does the PG&E Bankruptcy Really Indicate That Sustainable Investing is a Mess?

One recent news article posits that the PG&E bankruptcy has exposed “blindspots” in sustainable investing, while another argues that sustainability analysis can help investors identify companies that may be skating on thin ice. Can both views be true?
March 26, 2019

ESG to the Next Degree [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.
April 22, 2019
Young woman admiring London at sunrise

Are Women Good for the Climate?

A growing body of literature reveals that when it comes to climate mitigation, gender matters
April 1, 2019
Men and women in a conference room

Board Diversity: Time’s Up on Good Intentions

If companies don’t want to be held accountable by mandates, then gender diversity needs to become more than a talking point.
March 25, 2019
Looking into Silicon Valley, California, at dusk

How One Tech Company Went from Laggard to Leader on Gender

Getting serious about gender diversity and equality requires talk and action. This Silicon Valley company has been doing a lot of both.
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.