Print Friendly, PDF & Email

advisors-our-investment-process
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.

advisors-making-an-impact
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
Contact card

Amy Maness, Senior Manager, National Accounts

Amy Maness

Senior Manager, National Accounts

603.501.7362
Contact card

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


Investment Strategies


* Also available as a seperately managed account.


Insights


May 29, 2018

Environmental Leader – Kingspan Group

Kingspan Group is an example of how positive environmental impact is a natural outcome of the Pax Global Environmental Markets Fund’s investment process.
May 25, 2018

Gender Lens Investing: Investing for Purpose and Performance [Advisor Webcast]

Gender lens investing is gaining momentum – and for good reason. Research shows that integrating a gender lens into investment decisions can yield positive financial returns and help close the gender gap.
May 25, 2018

Opportunity and Impact in the Environmental Markets [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.
May 24, 2018

Investing to Make Our Planet Less Plastic

Our planet is facing serious ecological challenges – and one of the most striking is that plastic is choking our oceans, harming wildlife, and even finding its way back into the food chain.
May 22, 2018

Environmental Leader – Suez SA

Suez SA is an example of how positive environmental impact is a natural outcome of the Pax Global Environmental Fund’s investment process.
May 21, 2018

The Financial Performance of Sustainability: ESG and Risk

The evidence that sustainability, or ESG, has financial relevance continues to grow. As we look for reasons why sustainability seems to be associated with good performance, risk has emerged from the literature as one of the main contributors.