Insights

July 9, 2019
hands at board table

Linking Investor Engagement with Financial Value

Shareholder proposals can lead to value-enhancing change within companies, but industry groups have called them into question recently. Julie Gorte explores the landscape for investors.
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.
June 4, 2019

Sustainable Investing and the Debate Over Standards

Joe Keefe and Julie Gorte weigh in on the debate about a lack of standards for sustainable investing and the inconsistency of sustainability “ratings.”
June 3, 2019
supermarket aisle

A Wake-up Call for the Food Industry

Policy modifications plus fast-changing consumer preferences are expected to accelerate a global shift toward sustainable food. Agne Rackauskaite discusses key trends.
May 23, 2019

Global Thematic Investing – Funds for a Sustainable Future [Advisor Webcast]

Get a closer look at the benefits of sustainable investing in this webcast created exclusively for advisors, which explores the risk management and potential performance benefits of integrating ESG analysis into investment decision-making and the positive impact that investors can have by engaging directly with companies on key global issues.
May 22, 2019

Gender Leaders Outperform Gender Laggards

In the marketplace there are gender laggards and gender leaders. We invest in the leaders.
May 20, 2019

Pax World Funds Engagement Report – 2019

We engage with the companies in our funds to help them improve in ways we think will make them even better investments. Find out more in our inaugural engagement report.
May 17, 2019
a woman standing at a table during a business meeting

The Investment Case for Gender Equality

Updated for 2019, this article explores noteworthy additions to an already robust body of research showing that the case for gender equality has never been stronger.
May 10, 2019

Pax World Funds 2018 Impact Report

View Pax World's combined UN Global Compact Communication on Progress and our 2018 Impact Report.
May 2, 2019

Pax Small Cap Fund Q1 2019 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.