Pax World offers a comprehensive platform of sustainable investing solutions spanning multiple asset classes and investment strategies.
History of Innovation
Pax Balanced Fund
|1971||First socially responsible mutual fund|
Pax High Yield Bond Fund
|1999||First high yield bond fund integrating ESG factors|
Pax Global Environmental Markets Fund
|2008||First U.S. fund focused on resource efficiency solutions|
Pax Ellevate Global Women’s Index Fund
|2014||First fund that invests in the highest-rated companies in the world for advancing gender diversity|
Pax ESG Beta Quality Fund, Pax ESG Beta Dividend Fund
|2016||First suite of ESG smart beta funds|
Key Investment Principles
Across all Pax sustainable investing strategies,
our portfolio managers strive to focus on three key principles:
Pax investment strategies are offered through mutual funds and separate accounts to accommodate the clients we serve, including financial advisors, individual investors, retirement plans and institutional investors.