Commentary

July 16, 2019

Pax MSCI EAFE ESG Leaders Index Fund Commentary Q2 2019

Performance and Portfolio Update The Pax MSCI EAFE ESG Leaders Index Fund outperformed the MSCI EAFE Index (EAFE Index) during the second quarter of 2019. In […]
July 12, 2019

Pax Small Cap Fund Commentary Q2 2019

Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.
June 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.
April 23, 2019

Pax Balanced Fund Commentary Q1 2019

Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.
April 23, 2019

Pax ESG Beta Quality Fund Commentary Q1 2019

Performance and Portfolio Update The Fund underperformed the benchmark Russell 1000 Index in the first quarter. The main drivers of the return difference were the factors […]
April 23, 2019

Pax ESG Beta Dividend Fund Commentary Q1 2019

Performance and Portfolio Update The Fund underperformed the benchmark Russell 1000 Index in the first quarter. The main drivers of the return difference were the style […]
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 17, 2019

Pax Ellevate Global Women’s Leadership Fund Commentary Q1 2019

Performance and Portfolio Update The Pax Ellevate Global Women’s Leadership Fund outperformed the MSCI World Index (World Index) in the first quarter. In first quarter, global […]
April 17, 2019

Pax Global Opportunities Fund
Commentary Q1 2019

Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.
April 17, 2019

Pax Global Environmental Markets Fund
Commentary Q1 2019

Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.