All Pax World Posts

December 5, 2017

Key Considerations for Small Cap in 2018

In this article, Pax Portfolio Manager Nathan Moser, CFA, outlines factors that have supported strong recent small cap returns and offers market expectations for 2018.
November 29, 2017

International Markets: Evidence of Positive ESG Effect

In this article, Pax analyzes the effect ESG factors have on non-U.S. developed markets risk and returns. Performance attribution of the Pax MSCI EAFE ESG Leaders Index Fund shows that companies with strong ESG profiles positively contributed to performance.
September 30, 2017

Fund Profile: Pax Global Environmental Markets Fund

With ever-increasing global demand for finite natural resources, resource optimization has become a compelling investment opportunity. The Pax Global Environmental Markets Fund is a fossil fuel-free […]
August 30, 2017

Podcast: The Impact of Environmental Markets Investing

Bruce Jenkyn-Jones discusses the growing motivation among investors to make a positive impact by investing in environmental markets.
June 22, 2017

ESG – Expanding the Horizon of Smart Beta

Smart beta and Environmental, Social and Governance (ESG) integration have both gathered strong momentum, with significant asset growth in strategies using each discipline. Multifactor smart beta strategies, with their longer-term focus and factor diversification, provide a natural platform for the integration of ESG.
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 16, 2017

CNBC.com – Junk yields hit 3-year low, and some investors are getting scared

Pax World CEO Joe Keefe speaks with Ross Kerber of Reuters about the growth of ‘green’ funds, such as the Pax Global Environmental Markets Fund, since the election of Donald Trump.
March 1, 2017

The Value of ESG Information in Financial Markets

What makes for an efficient financial market? Any market participant could probably list ten things without burning a calorie, but one thing that would probably make everyone’s list is information. Financial markets need information in order to work efficiently.
October 14, 2016

Three Ways Sustainable Investors Can Source Factor Returns

Smart beta and Environmental, Social and Governance (ESG) integration have both gathered strong momentum, with significant asset growth in strategies using each discipline. Multifactor smart beta strategies, with their longer-term focus and factor diversification, provide a natural platform for the integration of ESG.
May 10, 2016

Investing as a Social Change Strategy

As a male financial executive, I'’m well aware that I may not fit the mold of a typical feminist.1 So why have I made gender equality a core tenet of my professional life?