American Sustainable Business Council – Investors Speak Out Against Chemical Industry Efforts to Undercut States in Toxic Substances Law

April 20, 2015

In a recent press release, our Senior Vice President for Sustainable Investing, Julie Gorte, was quoted on the American Sustainable Business Council’s initiative to reform the Toxic Substances Control Act (TSCA). Julie notes that a more effective regulatory regime is one way to help protect human health as well as retirement assets.

Read the full article here.

First Affirmative – Partners in Advocacy: Pax World Investments

April 06, 2015

Our Senior Vice President of Sustainable Investing, Julie Gorte, was recently featured in First Affirmative’s leadership blog noting Pax World’s integration of ESG criteria and financial outcomes, as well as the benefits of workplace gender equality. Julie also points out her belief that incorporating these practices is an evolution, not a revolution.

Read the full article here.

Green Money Journal – Why Gender Diversity Should Matter to Investors

April 01, 2015

Green Money Journal featured our CEO Joe Keefe and Pax Ellevate chair Sallie Krawcheck’s co-written byline in its April 2015 issue. The piece discusses why gender diversity should be important to investors and provides significant evidence that, when women are at the table, companies perform better.

Read the full article here.

New York Times – Female Board Members Are Good for Business

April 01, 2015

The New York Times recently featured a byline by Brande Stellings, Vice President of Corporate Board Services at Catalyst, on the business benefits of having female board members. Stellings mentions the Pax Ellevate Global Women’s Index Fund as a fund that is acting on the research that supports her claim.

Read the full article here.

Huffington Post –Male Business Leaders Need to Support Women's Empowerment

March 25, 2015

Huffington Post recently published the co-written byline by Pax World CEO Joe Keefe and Australia’s Sex Discrimination Commissioner Elizabeth Broderick on how male leaders can support female empowerment. The piece was written in connection with the Women’s Empowerment Principles annual event in New York.

Read the full article here.

Foster’s Daily Democrat – Pax fund asks firms to sign

March 20, 2015

Foster’s Daily Democrat featured the news that Pax Ellevate is sending letters to companies in the Global Women’s Index Fund encouraging them to sign on to the Women’s Empowerment Principles (WEPs). The piece talks about the letters in conjunction with the WEPs annual event.

Read full article here.

Seacoast Online – Pax Ellevate promotes Women's Empowerment Principles

March 18, 2015

Seacoast Online recently featured the news that Pax Ellevate is sending letters to companies in the Global Women’s Index Fund encouraging them to sign on to the Women’s Empowerment Principles (WEPs). The piece talks about the letters in conjunction with the WEPs annual event.

Read the full article here.

Responsible Investor – Gender diversity: the issue to watch in 2015!

March 18, 2015

Our Lead Sustainability Research Analyst, Heather Smith, recently published a piece in Responsible Investor on gender diversity as the issue to watch in 2015. Heather cites that there is reason to be optimistic; the tipping point for gender diversity in corporate leadership may not be as far away as we think.

Read the full article here.

The CSR Minute – Corporations Committed to Gender Diversity Asked to Sign on to U.N. Women’s Empowerment Principles

March 16, 2015

The CSR Minute featured Pax Ellevate’s recent work to encourage companies in the Global Women’s Index Fund to endorse the Women’s Empowerment Principles. The letter writing effort was organized in conjunction with the WEPs 2015 Annual Event.

Read the full article here. Watch video.

SAYRA Magazine – Investing in Women

March 03, 2015

Our CEO Joe Keefe, and Pax Ellevate Chair Sallie Krawcheck were recently featured in an article in SAYRA Magazine, from Lebenthal Holdings. The article discusses three gender-focused products that have hit the market in the last year, including the Pax Ellevate Global Women’s Index Fund. The article illustrates that the business case for investing in women is becoming mainstream, and outlines the history of the Pax Ellevate Global Women’s Index Fund from an actively managed fund to a first-of-its-kind index fund.

Read the full article here. See the top ten holdings for the fund.

Performance data quoted represent past performance, which does not guarantee future results.

Fast Company – Meet Three Men Working for Gender Equality at Their Companies

March 03, 2015

Our CEO Joe Keefe was recently featured in an article as one of three male business leaders who champion gender diversity in the workplace. Joe discusses the need for CEOs to prioritize gender diversity, based on the research that shows that giving women more seats at the table is more than just the right thing to do—it is also the smart thing to do.

Read the full article here.

Thomson Reuters – Executive Perspective: The smart way to divest fossil fuels

March 03, 2015

Our Senior Vice President, Sustainable Investing Julie Gorte, and Chief Investment Officer Steve Falci’s byline on the smart way to divest from fossil fuels was recently featured on Reuters Sustainability. The piece criticizes a study commissioned and funded by the Independent Petroleum Association of America that was featured in a recent New York Times story, “Study Claims Oil Divestiture May Hurt College Endowments.” Julie and Steve share evidence which supports the idea that it is possible to achieve competitive returns while also divesting fossil fuel companies from investment portfolios.

Read the full article here.

Huffington Post Business – Why Asset Management Traditionalists Are Missing Out by Not Prioritizing ESG/SRI/Impact Investing

February 27, 2015

Our Senior Vice President, Sustainable Investing, Julie Gorte, and Chief Investment Officer, Steve Falci, recently wrote an article calling attention to the numerous opportunities associated with impact, SRI and ESG investing. The piece highlights research that negates past fears that an ESG approach has harmful effects on performance.

Read the full article here.

Huffington Post Women – Cherchez the Story, Not La Femme

February 26, 2015

Pax World Senior Vice President, Sustainable Investing, Julie Gorte, and Lead Sustainability Research Analyst Heather Smith, co-authored a response to the recent New York Times article "Do Activist Investors Target Women C.E.O.s?." In their response, they note that while the article raises some interesting thoughts on the tenures of women CEOs at troubled companies, the real story is that, while it is well-known that women can bring financial and economic value to a company, it is biases and old habits that will prevent true gender parity in the workplace from happening.

Read the full article here.

Thomson Reuters – Building a Great Return and a Better World With Your Savings

February 19, 2015

Our CEO, Joe Keefe, was recently quoted in an Alpha Now from Thomson Reuters article that provides evidence to support the case for values-based investing as an approach that both provides competitive returns and mitigates long-term risk. Joe is quoted saying that the premise behind sustainable investing is simple: companies that integrate environmental, social and governance standards into their business models are better positioned than their less-enlightened competitors to provide investment performance over the long-term.

Performance data quoted represent past performance, which does not guarantee future results.

Read the full article here.

Private Wealth – Burning Questions

January 27, 2015

Pax World SVP, Sustainable Investing, Julie Gorte, was featured in an article in Private Wealth on the growing fossil fuel divestment movement. Julie discusses how the movement has inserted climate change into more investor conversations. Pax World is also mentioned for its hybrid approach to divestment in its funds that accommodates engagement with both companies to help mitigate climate change and investors with different priorities.

Read the full article here.

There is no affiliation between Pax World, ALPS Distributors and the companies listed within the article.

To view the list of quarterly holdings for all Pax World Funds, visit our Fund Documents and Literature.

Women Executives – WE Interviews — Joe Keefe

January 14, 2015

Pax World’s and Pax Ellevate’s CEO, Joe Keefe, was interviewed by Women Executives on the challenges women face in today’s workplace. The interview outlines Joe’s professional journey, and the different experiences that have helped fuel his passion for gender equality in the workplace and diversity in leadership.

Performance data quoted represent past performance, which does not guarantee future results.

There is  no affiliation between Pax World, ALPS Distributors and the companies listed within the article.

Read full article here.

Corporate Knights – Is it time for regulators to set some carbon disclosure ground rules?

January 15, 2015

Pax World SVP, Sustainable Investing, Julie Gorte is mentioned in an article about the growing need for regulators to set carbon disclosure rules. Julie is cited saying that investors are concerned with businesses inadequately reporting the links between a company’s greenhouse-gas emissions, climate change and superstorms that led to losses at those companies.

Read the full article here.

The Washington Post – Women still hold only 19 percent of U.S. board seats. What could change that?

January 13, 2015

Pax World Management and Sallie Krawcheck, Chair of Pax Ellevate, were mentioned in an article for their partnership in the launch of the Pax Ellevate Global Women’s Index Fund. The fund is used as an example of an opportunity to invest in women-led companies. This piece highlights the steps the industry can take to drive change in board diversity, and cites the rise in investment interest that is driving the financial community to market products to investors specifically interested in diversity.

Read the full article here.

Ignites – Are Business Cards Finished?

December 22, 2014

Pax World Senior Vice President, Global Women’s Strategies, Kathleen McQuiggan, was quoted in an article about how attendees at the 2014 Schwab Impact Event use business cards. Kathleen notes that although they are old-fashioned, business cards are still very effective and can be used as a stepping stool towards more modern forms of communication, like LinkedIn.

View the full article here.

Falling Oil Prices Don’t Give Clean-Energy Stocks the All-Clear

December 18, 2014

The Pax World Growth Fund was featured in a Wall Street Journal article about falling oil prices and clean energy. The Growth Fund is referenced as a fund that avoids fossil fuels without having a particular focus on alternative energy. For most recent month-end holdings of the Pax World Growth Fund, please visit here. Past performance does not guarantee future results.

View the full article here.

Shareholders: Don't give away your voting rights

December 16, 2014

An article from Fortune urges shareholders to vote in the upcoming proxy season and highlights Pax World’s practice of voting against boards that lack gender diversity and for climate change reports, and lobbying and political spending disclosure.

View the complete article here.

The Huffington Post Women – Why Women in The Executive Suite Are Good, and Where It's Happening

December 02, 2014

Pax World SVP, Sustainable Investing, Julie Gorte, wrote a byline discussing the importance of women in the executive suite to the long-term success of a company. She makes the case that while progress has been made, there is still room for improvement in order to achieve true gender equality in the workplace.

Read the full article here.

Communications of the ACM – Striving to be Socially Responsible

November 18, 2014

Pax World Senior Vice President for Sustainable Investing, Julie Gorte, was featured in an article discussing a corporate trend towards social responsibility. Julie notes that consumer-facing companies are more conscious of their image. She highlights HP’s efforts towards sustainability, noting that brand image is becoming more important.

View full article here.

Investing in socially responsible companies

October 21, 2014

Julie Gorte, Senior Vice President for Sustainable Investing at Pax World, was quoted in a Bankrate.com piece on investing in socially responsible companies. In it, Julie discusses Pax World’s ESG criteria, by which companies are evaluated before being added to one of the fund family’s portfolios.

View the full article here.