Steve Falci

July 22, 2019
group of women meeting

Gender Diversity Delivered: Results from Five Years of Investing in Women

What has five years of investing in women told us about performance, risk and quality? This whitepaper distills what we've discovered during a half decade of gender lens investing.
February 5, 2019

Pax Balanced Fund Q4 2018 Update [Advisor Call]

In this advisor-only call, CIO Steve Falci, CFA® provides an update on the strategy and positioning of the Pax Balanced Fund and Portfolio Manager Tony Trzcinka, […]
June 8, 2018

International Markets: Evidence of Positive ESG Effect

In this article, Pax analyzes the effect ESG factors have on non-U.S. developed markets risk and returns. Performance attribution of the Pax MSCI EAFE ESG Leaders Index Fund shows that companies with strong ESG profiles positively contributed to performance.
March 6, 2018

Responsible Investor – ESG in Smart Beta: The rise of factor investing in ESG

Vibeka Mair reports on the rise of ESG factor investing and quotes CIO Steve Falci on Pax’s approach to ESG smart beta investing.   Equity investments […]
September 25, 2017

Sustainability Ratings Disagree. This is Not a Problem.

Think of sustainability analysis the same way you think of financial analysis. Different approaches to the same multifaceted problem are a source of innovation, a way that smart and insightful people can distinguish their work.
June 22, 2017

ESG – Expanding the Horizon of Smart Beta

Smart beta and Environmental, Social and Governance (ESG) integration have both gathered strong momentum, with significant asset growth in strategies using each discipline. Multifactor smart beta strategies, with their longer-term focus and factor diversification, provide a natural platform for the integration of ESG.
October 14, 2016

Three Ways Sustainable Investors Can Source Factor Returns

Smart beta and Environmental, Social and Governance (ESG) integration have both gathered strong momentum, with significant asset growth in strategies using each discipline. Multifactor smart beta strategies, with their longer-term focus and factor diversification, provide a natural platform for the integration of ESG.