Posts featuring Steve Falci, CFA® as author
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July 22, 2019
What has five years of investing in women told us about performance, risk and quality? This whitepaper distills what we've discovered during a half decade of gender lens investing.
July 19, 2019
In this quarter’s commentary, we consider how sustainability and competitiveness go hand-in-hand. Companies that embrace sustainability can improve their ability to compete today and over the long-term.
April 17, 2019
In this quarter’s commentary, we consider how investor risk perception at any point in time may not be a good reflection of reality at either the market or individual stock level. In particular, we’ll take a closer look at how sustainability risks can lie hidden in the background.
January 9, 2019
Volatility has returned, and we expect it to have continuing significance as we look out at 2019. In this environment, long-term investors who comprehensively assess risk, ESG factors and valuation have the potential to identify attractive opportunities at the asset class and security level.
October 23, 2018
Buoyed by continued strong economic data and company earnings, U.S. Equities had a strong third quarter.
July 24, 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
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
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.
Pax Balanced Fund Q4 2018 Update [Advisor Call]