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Investing

  • Q4 2019 Fixed Income [Advisor Call]
    In our recent webinar, the discussion focuses on what’s driving growth in sustainable fixed income investing; new ways to diversify across various impact bond types and themes; how to evaluate fixed income securities through an ESG and impact lens, and how issuer engagement creates positive impact.

Environment

  • Catch the Sustainability Wave
    The transition to a more sustainable economy is underway and driving investment opportunities. In this article, we highlight examples and drivers of this transition to illustrate its global scale and fast evolution.

Gender

  • crowd of people walking
    Finding Your Gender Lens Prospects
    Advisors often ask, "Who are the best clients for the Pax Ellevate Global Women’s Leadership Fund?" Here's what we tell them.

Engagement

January 23, 2020

Pax ESG Beta Dividend Fund Commentary Q4 2019

Performance and Portfolio Update The Fund trailed the benchmark Russell 1000 Index in the fourth quarter primarily due to dividend sustainability factors which did not keep […]
January 23, 2020

Pax Large Cap Fund Commentary Q4 2019

Performance and Portfolio Update The Fund outperformed the S&P 500 Index† during the fourth quarter of 2019. Consistent with the Fund’s bottom-up investment approach and typical […]
January 21, 2020

Pax MSCI EAFE ESG Leaders Index Fund Commentary Q4 2019

Performance and Portfolio Update The Pax MSCI EAFE ESG Leaders Index Fund outperformed the MSCI EAFE Index (EAFE Index) during the fourth quarter of 2019. The […]
January 17, 2020

Pax Global Environmental Markets Fund
Commentary Q4 2019

Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.