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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.

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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


April 19, 2018

Examining a Risk-Focused Approach in Small Cap

The Pax Small Cap Fund crossed the 10-year mark in March of 2018. In recognition of this milestone, Pax interviewed Portfolio Manager Nathan Moser, CFA®, as he reflects on managing the Fund since its inception in 2008.
April 17, 2018

Investing in Women is Smart Investing

Why should you invest in women? Because it’s 2018. Because it’s the right thing to do. Because you want a better world for your daughter. And not least because there is a strong business case for investing in women.
April 11, 2018

Extreme Weather Events – Investment Implications

Scientific consensus is that climate change is “almost certainly” increasing the frequency and intensity of extreme weather events, and recent news lends weight to this concern.
March 26, 2018

Pax World 2017 Impact Report

View Pax World’s combined UN Global Compact Communication on Progress and our 2017 Impact Report.
March 26, 2018

Gender Pay Gaps: The Story Behind the Numbers

Heather Smith explains how investors can make sense of gender pay gap numbers.
March 19, 2018

Water Investing: Tapping into a Source of Resilient Growth

The water investment story is diverse and growing, and the drivers behind this growth are strengthening.