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Investment Strategies

Pax World offers a comprehensive platform of sustainable investing solutions spanning multiple asset classes and investment strategies.

History of Innovation

Pax Balanced Fund

1971First socially responsible mutual fund

Pax High Yield Bond Fund

1999First high yield bond fund integrating ESG factors

Pax Global Environmental Markets Fund

2008First U.S. fund focused on resource efficiency solutions

Pax Ellevate Global Women’s Index Fund

2014First 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

2016First 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:

 

Investment Vehicles

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.

To learn more, contact:

Ed Lynch

603-501-7368

elynch@paxworld.com

Melissa Platner

603-501-7363

mplatner@paxworld.com