Fund Updates

February 5, 2019
By and | February 5, 2019
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Pax Balanced Fund Q4 2018 Update [Advisor Call]

In this advisor-only call, CIO Steve Falci, CFA® provides an update on the strategy and positioning of the Pax Balanced Fund and Portfolio Manager Tony Trzcinka, […]
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January 31, 2019
By Nicola Fritz | January 31, 2019
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Pax Global Environmental Markets Fund Q4 2018 Update [Advisor Call]

In this advisor-only call, Portfolio Specialist Nicola Fritz discusses performance of the Pax Global Environmental Markets Fund in Q4 and throughout 2018, current portfolio positioning and […]
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January 22, 2019
By | January 22, 2019
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Pax Small Cap Fund Q4 2018 Update [Advisor Call]

In this advisor-only webcast, Nathan Moser, CFA®, Portfolio Manager of the Pax Small Cap Fund, provides a review of 2017 and how that’s shaped his outlook for small cap in 2018.
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November 19, 2018
By and | November 19, 2018
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Video: Get to Know the Pax Global Opportunities Fund

Portfolio Managers Kirsteen Morrison and David Winborne on investing in the transition to a more sustainable economy.
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November 16, 2018
By and | November 16, 2018
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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.
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November 14, 2018
By | November 14, 2018
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PXWIX: Q3 2018 Fund Performance and Strategy 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.
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November 14, 2018
By | November 14, 2018
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Small Cap Q3 2018 Update [Advisor Webcast]

In this advisor-only webcast, Nathan Moser, CFA®, Portfolio Manager of the Pax Small Cap Fund, provides a review of 2017 and how that’s shaped his outlook for small cap in 2018.
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September 26, 2018
By | September 26, 2018
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PXWIX: Fund Performance and Impact Update Webinar [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.
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May 25, 2018
By and | May 25, 2018
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Gender Lens Investing: Investing for Purpose and Performance [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.
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May 25, 2018
By and Nicola Fritz | May 25, 2018
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Opportunity and Impact in the Environmental Markets [Advisor Webcast]

In this advisor-only webcast, Nathan Moser, CFA®, Portfolio Manager of the Pax Small Cap Fund, provides a review of 2017 and how that’s shaped his outlook for small cap in 2018.
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