Fund Literature

November 6, 2019

The Expanding Universe of Fixed Income Impact Investments

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.
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 18, 2019

Pax ESG Beta Quality Fund Commentary Q3 2019

Performance and Portfolio Update The Fund outperformed the benchmark Russell 1000 Index in the third quarter. The main drivers of the return difference were the factors […]
October 18, 2019

Pax Balanced Fund Commentary Q3 2019

Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.
October 18, 2019

Pax Global Environmental Markets Fund
Commentary Q3 2019

Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.
October 18, 2019

Pax Ellevate Global Women’s Leadership Fund Commentary Q3 2019

Performance and Portfolio Update The Pax Ellevate Global Women’s Leadership Fund performed in line with the MSCI World Index (World Index) in the third quarter. Six […]
October 17, 2019

Pax MSCI EAFE ESG Leaders Index Fund Commentary Q3 2019

Performance and Portfolio Update The Pax MSCI EAFE ESG Leaders Index Fund outperformed the MSCI EAFE Index (EAFE Index) during the third quarter of 2019. International […]
October 17, 2019

Pax Core Bond Fund Commentary Q3 2019

Performance and Portfolio Update The Pax Core Bond Fund slightly underperformed Bloomberg Barclays U.S. Aggregate Bond Index in the third quarter. The Fund’s corporate bond and […]
October 16, 2019

Pax Global Opportunities Fund
Commentary Q3 2019

Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.
October 15, 2019

Pax High Yield Bond Fund Commentary Q3 2019

Performance and Portfolio Update The Pax High Yield Bond Fund outperformed its benchmark in the third quarter. The outperformance during relatively strong market conditions was primarily […]