Thought Leadership

February 15, 2018

Millennials & Money: We’re Not as Different as You Think

Millennials are the largest generation in history with a spending power of $1.5 trillion and growing – this presents an enormous opportunity for financial advisors.
February 13, 2018

How to Approach ESG in High Yield

The benefits of ESG are not limited to the equity market. In this article, we shed light on how ESG supports high yield credit selection and risk management by illustrating Pax’s approach along with examples.
February 8, 2018

Political Headwinds are Not Showstoppers

2017 was a year that many expected to be a disaster, from the perspective of sustainability.
January 29, 2018

The Investment Case for Gender Equality

Across the globe, with few exceptions, women are underrepresented in management, on corporate boards, and in better-paid technical professions. They are paid less than men for substantially equal work.
January 24, 2018

Finding Value in Green Asset Backed Securities

In this article, Senior Fixed Income Analyst Yvonne Tai examines the relative value of green asset backed securities including analysis of a recent Tesla Energy issuance.
January 22, 2018

#MeToo, “Time’s Up” and Gender Lens Investing

Investors can be a key constituency for promoting greater gender diversity and reducing workplace harassment and violence.
January 10, 2018

How to Not Give Your Clients What They Want

This is the digital age, and one of the hallmarks of that is customization.
December 19, 2017

The Financial Performance of Sustainability: What’s New in the Literature

I’ve been collecting articles that link sustainability to financial performance for a long time (when I started, people were hunting mammoths).
December 12, 2017

Three “Aha!” Moments from the InvestmentNews Women Adviser Summits

Kelly Coyne shares her top three “aha” moments from the InvestmentNews Women Adviser Summits.
December 5, 2017

Key Considerations for Small Cap in 2018

In this article, Pax Portfolio Manager Nathan Moser, CFA, outlines factors that have supported strong recent small cap returns and offers market expectations for 2018.