As sustainable bond markets expand into new sectors and across more impact themes, so does the portfolio construction playbook and the ability to add value through ESG due diligence. In this article, we cover our ESG fixed income approach and provide examples of impact options that we’ve invested in and some that we’ve avoided.
In this article, Pax analyzes the effect ESG factors have on non-U.S. developed markets risk and returns. Performance attribution of the Pax MSCI EAFE ESG Leaders Index Fund shows that companies with strong ESG profiles positively contributed to performance.
In this webcast, Peter Schwab, CFA®, Portfolio Manager of the Pax High Yield Bond Fund (PXHIX) and Sustainability Research Analyst Greg Hasevlat, shed light on how ESG supports credit selection and risk management.
The benefits of ESG are not limited to the equity market. In this article, we shed light on how ESG supports high yield credit selection and risk management by illustrating Pax’s approach along with examples.