Posts featuring Steve Falci, CFA® as author

November 16, 2018

Pax Balanced Fund: Q3 2018 Allocation and Performance Update [Advisor Webcast]

Gender lens investing is gaining momentum – and for good reason. Research shows that integrating a gender lens into investment decisions can yield positive financial returns and help close the gender gap.
October 23, 2018

Pax World Investment Outlook: Fourth Quarter 2018

Buoyed by continued strong economic data and company earnings, U.S. Equities had a strong third quarter.
July 24, 2018

Pax World Investment Outlook: Third Quarter 2018

Equity markets finished the second quarter on a down note as financial markets became jittery about the prospect of escalating trade tensions.
June 8, 2018

International Markets: Evidence of Positive ESG Effect

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.
April 26, 2018

Pax World Investment Outlook: Second Quarter 2018

The first quarter of 2018 is in the books, and while the headline may be the S&P 500 Index’s first negative quarter since 2015, the defining narrative was the volatile path along the way.
April 24, 2018

Pax Balanced Fund Commentary Q1 2018

Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.
April 19, 2018

Pax MSCI EAFE ESG Leaders Index Fund Commentary Q1 2018

Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.
January 25, 2018

Pax MSCI EAFE ESG Leaders Index Fund Commentary Q4 2017

Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.
January 24, 2018

Pax Balanced Fund Commentary Q4 2017

Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.
January 24, 2018

Pax World Investment Outlook: First Quarter 2018

2017 is in the books, and equity investors, buoyed by stronger than expected earnings and the potential for tax cut stimulus, continued to push equity valuations higher.