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Our Investment Process

Our investment approach recognizes that environmental, social and governance (ESG) factors are material to both company and portfolio performance. All our strategies fully integrate ESG factors into investment analysis and portfolio construction.

Making an Impact

Impact Investing includes investing in companies developing innovative solutions to global sustainability challenges, companies promoting gender diversity and women’s leadership, community-based financial institutions, green bonds and other direct, high impact investments.

Contact Us


To find out more about our institutional investment strategies, contact:

Melissa Platner, Vice President, Institutional Business Development

Melissa Platner

Vice President, Institutional Business Development

603.501.7363
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Amy Maness, Senior Manager, National Accounts

Amy Maness

Senior Manager, National Accounts

603.501.7362
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Melissa Platner and Amy Maness are registered representatives of ALPS Distributors, Inc.


Investment Strategies


* Also available as a seperately managed account.


Insights


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 31, 2018

Small Cap 2018 Outlook [Advisor Webcast]

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.
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

Pax World Investment Outlook: First Quarter 2018

2017 is in the books, and equity investors, buoyed by stronger than expected earnings and the potential for tax cut stimulus, continued to push equity valuations higher.