Fund Updates

November 19, 2018

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.
November 16, 2018

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.
November 14, 2018

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.
November 14, 2018

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.
September 26, 2018

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.
May 25, 2018

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.
May 25, 2018

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.
February 21, 2018

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.
February 8, 2018

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.
February 7, 2018

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.