ESG Managers® Portfolios are a series of asset allocation funds featuring carefully selected investment managers that incorporate sustainability or Environmental, Social and Governance (ESG) factors into investment analysis and decision making.
Strategic allocation, manager selection and portfolio construction and monitoring are provided by Morningstar Associates, the investment management arm of Morningstar, Inc., using proprietary research and analytics. Pax World is investment adviser to the funds.
ESG Managers Portfolios are available only through financial advisors.
- ESG Managers® Growth Portfolio
- ESG Managers® Growth and Income Portfolio
- ESG Managers® Balanced Portfolio
- ESG Managers® Income Portfolio
Click here to go to the ESG Managers® Portfolios website.
Effective March 15, 2013, the name of the ESG Managers® Aggressive Growth Portfolio changed to the ESG Managers® Growth Portfolio; the name of the ESG Managers® Growth Portfolio changed to the ESG Managers Growth and Income Portfolio; the name of the ESG Managers® Moderate Portfolio changed to the ESG Managers® Balanced Portfolio; and the name of the ESG Managers® Conservative Portfolio changed to the ESG Managers® Income Portfolio. Please see the March 5, 2013 Supplement to the Prospectus by visiting http://www.esgmanagers.com/Customer-Service/Documents-and-Forms for further information concerning corresponding changes to the Principal Investment Strategies and Investment Objectives of the ESG Managers® Portfolios.
You should consider ESG Managers® Portfolios’ 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.
Pax World Management LLC is the investment adviser to the ESG Managers® Portfolios. Morningstar Associates, LLC, a registered investment advisor 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.
ESG Managers® Portfolios are multi-manager funds, which are a mix of underlying Sleeve Subadviser portfolios. The Funds’ allocations may change due to market fluctuations and other factors. Emerging market investments involve risk of capital loss from unfavorable fluctuations in currency values, differences in generally accepted accounting principals, economic or political instability in other nations or increased volatility and lower trading volume.