Investment Approach
At Pax World, we believe that, in the long run, an investment approach that identifies and invests in companies with sustainable business models serves shareholders best.
Towards that end, we have developed a process that combines thorough financial analysis with another, critically important set of factors that most investment managers ignore – environmental, social and governance (ESG) criteria. This integration of rigorous financial analysis with equally rigorous ESG analysis provides an increased level of scrutiny that helps us identify companies with the following attributes:
- They are forward-thinking and acting.
- They are leaders in their respective industries.
- They meet positive standards of corporate and environmental responsibility.
- They are focused on the long term.
We believe these companies are better managed, more innovative and better positioned to deliver long-term performance than their less enlightened competitors. By investing in them, we intend for our shareholders to benefit from their vision and success.
We call this Sustainable Investing. Its goal is to produce competitive, long-term performance with fewer downside surprises. We believe that a focus on sustainability will be critical to companies, investors and financial markets in the years ahead if we are to enjoy the advantages of global growth without compromising the ability of future generations to enjoy the same.
The Pax World Funds’ sustainable investing policies may inhibit the Funds’ ability to participate in certain attractive investment opportunities that otherwise would be consistent with its investment objectives and other principal investment strategies.