All Pax World Posts

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 […]
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 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.
January 31, 2017

BNY Mellon and United Nations Foundation – “Return on Equality: Investment opportunities that help close the global gender gap”

BNY Mellon and United Nations Foundation, 2017 Closing gender gaps boosts economic growth and can create significant opportunities for investors. Narrowing the global gender gap and […]
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 […]
December 18, 2016

Bank of America Merrill Lynch – “ESG: Good companies can make good stocks”

Bank of America Merrill Lynch, December 18, 2016 ESG may be too costly for investors to ignore, reports Bank of America Merrill Lynch.  Companies with higher […]
September 30, 2016

Credit Suisse – “The CS Gender 3000: The Reward for Change”

Credit Suisse, September 2016 A 2016 Credit Suisse study found that companies with higher percentages of women in senior management outperformed companies with lower percentages over […]
June 30, 2016

Breckinridge Capital Advisors & MIT – “Evaluating the Relationship Between ESG and Corporate Fixed Income”

Breckinridge Capital Advisors and MIT Sloan School of Management, Spring 2016 ESG scores were found to be positively correlated with several measures of financial health, including […]
May 30, 2016

Morgan Stanley – “Putting Gender Diversity to Work: Better Fundamentals, Less Volatility”

Morgan Stanley, May 2016 The study found that companies with higher gender diversity delivered slightly higher ROE, had lower accruals and lower ROE volatility compared with […]
April 30, 2016

TIAA – “Responsible Investing: Delivering competitive performance”

Amy O’Brien, Lei Liao and Jim Campagna, TIAA. April 2016 TIAA tracked the performance of five widely-known SRI* indexes with track records of at least 10 […]