Pax World Management LLC, investment adviser to Pax World Funds, is a SEC-registered investment adviser offering a comprehensive platform of Sustainable Investing solutions:
- Pax World Funds – a family of actively-managed mutual funds
- ESG Managers® Portfolios – a series of multi-manager asset allocation funds with asset allocation, manager selection and portfolio construction by Morningstar Associates
- ESG Shares® – the first family of exchange traded funds (ETFs) devoted exclusively to a Sustainable Investing approach
- Separately managed accounts for institutional investors1
Pax World has a distinguished history of innovation, having launched the first socially responsible mutual fund in America in 1971. Today, Pax World is credited with being among the first investment managers to integrate Environmental, Social and Governance (ESG) or sustainability factors into investment analysis and decision making.
Headquartered in Portsmouth, NH, Pax World serves the investment needs of individuals, financial advisors and institutional investors.
1Separately managed accounts and related advisory services are provided by Pax World Management LLC, a federally registered investment adviser. ALPS Distributors, Inc. is not the distributor for Pax World's separately managed accounts.
ESG Managers Portfolios are available only through registered financial advisors.
You should consider ESG Managers Portfolios’ and ESG Shares investment objectives, risks, and charges and expenses carefully before investing. For this and other important information, please obtain a fund prospectus by calling 877.374.7678. Please read it carefully before investing. Distributed by ALPS Distributors, Inc.
ESG Managers Portfolios are multi-manager funds, which are a mix of underlying Sleeve Subadviser portfolios and mutual funds. The Funds’ allocations may change due to market fluctuations and other factors. International and emerging market investments involve risk of capital loss from unfavorable fluctuations in currency values, differences in generally accepted accounting principles, economic or political instability in other nations or increased volatility and lower trading volume.
Pax World Management LLC is the investment adviser to the ESG Managers Portfolios. Morningstar Associates, LLC, a registered investment adviser and wholly owned subsidiary of Morningstar, Inc., serves as portfolio construction adviser to the ESG Managers™ Portfolios responsible for manager selection, asset allocation, portfolio construction and monitoring, but does not serve in the capacity of investment advisor to individual investors. The Morningstar name and logo are the property of Morningstar, Inc. Morningstar is not affiliated with Pax World Management LLC. ALPS Distributors, Inc. is not affiliated with Morningstar Associates, LLC.