In this article from Impax Asset Management, David Richardson discusses why investing in environmental markets can help investors capture growth opportunities, enhance portfolio diversification, future proof portfolios and make a positive impact.
There is a lot of evidence that more sustainable companies perform better financially, and we therefore believe it makes sense for shareholders to encourage companies to do better when it comes to sustainability issues, from climate change to gender equality.
The Pax Global Opportunities Fund, launched in June 2018 and subadvised by Impax Asset Management Ltd, invests in companies well-positioned to benefit from the transition to a more sustainable global economy.
The future of transportation extends beyond the rapidly accelerating electric vehicle (EV) market. The electrification of transportation is also opening up investment opportunities across the rail infrastructure supply chain.
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.
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.