Pax World's Sustainable Investing strategies include:
- Pax World Funds – a family of actively-managed mutual funds investing in a range of asset classes
- ESG Managers® Portfolios – a series of multi-manager asset allocation funds advised by Pax World Management LLC with asset allocation, manager selection and portfolio construction by Morningstar Associates
- Separately managed accounts for institutional investors1
1Separately managed accounts and related advisory services are provided by Pax World Management LLC, a 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 a fund's 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.