All Pax World Posts

October 20, 2017

Pax World Investment Outlook: Fourth Quarter 2017

Reading headlines over the last quarter sometimes felt like the beginning of the end of days. We’ve had five hurricanes make landfall in the region of North America, three of which set records:
August 15, 2017

Morningstar – “Sustainable Funds Start to Perform”

August 15, 2017 Morningstar looked at the performance of U.S. sustainable funds compared with conventional funds, and found that the overall star ratings distribution of sustainable […]
July 19, 2017

Pax World Investment Outlook: Third Quarter 2017

In this quarter’s outlook, we’ll consider examples of two long-recognized catalysts of fundamental market shifts—climate change and the internet—that again made headlines in the second quarter.
July 17, 2017

Pax Ellevate Global Women’s Index Fund Outperforms Global Market Over Three-Year Period

Gender lens fund promotes case that companies with diverse leadership perform better PORTSMOUTH, N.H. July 17, 2017 – Pax Ellevate Management LLC, a gender lens investing […]
June 1, 2017

Making an Impact: Investing in the Transition to a More Sustainable Economy

The drivers of environmental markets are deeply rooted and continue to gather momentum. Population growth, increasing urbanization, climate change, environmental policy and regulation, and inadequate infrastructure are profoundly shaping global markets.
May 17, 2017

Morgan Stanley – “Sustainable Investing Myth Busters”

May 17, 2017 Sustainable investing does not mean sacrificing returns: analysis by the Morgan Stanley Sustainable Research Institute shows that sustainable strategies have often performed in […]
April 21, 2017

Pax World Investment Outlook: Second Quarter 2017

In this quarter's commentary, we'll take a closer look at the connection between technology and sustainable investing. We illustrate ways technology is driving economic value, along with positive environmental and social advances in the Energy and Healthcare sectors, respectively.
April 19, 2017

Hermes Investment Management – Hermes finds ‘clear relationship’ between ESG and credit spreads

April 19, 2017 Hermes’ study found that companies with better ESG ratings trade with lower credit spreads, indicating lower risk of default.
February 1, 2017

Pax World Investment Outlook: First Quarter 2017

In this quarter’s commentary, we’ll consider valuation risk in the wake of equity markets reaching near record highs in 2016 and take a closer look at what a Trump presidency may or may not mean for investors in cleaner energy and low-carbon technologies.
December 31, 2016

Barclay’s – “Sustainable investing and bond returns: Research study into the impact of ESG on credit portfolio performance “

Barclays, 2016 This study examines the impact of using ESG attributes in fixed income investment and concludes that ESG need not be an “equity-only” strategy. Using […]