Thought Leadership

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.
November 27, 2017

Advisor Q&A: Cameron Barsness, Principal, Kutscher Benner Barsness & Stevens

Pax Ellevate SVP Anne Greenwood spoke with Cameron Barsness of Kutscher Benner Barsness & Stevens about implementing impact investing and gender lens investing strategies.
November 15, 2017

Grow Your Practice with Women Investors: 4 Successful Strategies

One of the biggest challenges advisors face is how best to connect and engage with their existing women clients and reach new prospects.
November 8, 2017

Oracle Shareholders Should Vote For Pay Equity Reporting

Pax World filed a shareholder resolution this year at Oracle, asking that the company prepare a report identifying whether there is a gender pay gap, and if so, what steps are being taken to reduce that gap.
November 2, 2017

Investing in the Future of Transportation

In this article from Impax Asset Management, David Richardson considers investment opportunities associated with the uptick in electric vehicles.
October 24, 2017

Sustainability-Competent Boards are Risk-Competent Boards

To truly represent the interests of shareholders who are aware of the potential risks and opportunities posed by the various facets of sustainability, boards will need sustainability competence.
October 10, 2017

Sustainable Investing: Like Investing (But More Sustainable)

A wealth of literature, from both academia and financial institutions, supports the idea that when sustainability is used in investment, returns do not suffer, and often outperform traditional investment.