Fund Updates

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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February 21, 2018
By and | February 21, 2018
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The Pax Approach to ESG for High Yield Bonds [Advisor Webcast]

In this webcast, Peter Schwab, CFA®, Portfolio Manager of the Pax High Yield Bond Fund (PXHIX) and Sustainability Research Analyst Greg Hasevlat, shed light on how ESG supports credit selection and risk management.
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February 8, 2018
By | February 8, 2018
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Pax Global Environmental Markets Fund [Advisor Call]

David Richardson provides an update on the Fund’s performance in the 4th quarter of 2017 as well as a review of the year.
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February 7, 2018
By | February 7, 2018
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Pax High Yield Bond Fund [Advisor Call]

Portfolio Manager Peter Schwab, CFA® reviews recent Fund performance, including a recap of 2017, and provides his outlook and positioning for 2018.
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