Critical to the effectiveness of Pax World’s Sustainable Investing process is a group of talented, committed Sustainability researchers under the direction of Dr. Julie Gorte, Senior Vice President for Sustainable Investing. It is their responsibility to conduct a comprehensive sustainability analysis of any of the companies our Portfolio Managers may have an interest in in order to gauge their performance relative to Environmental, Social and Governance (ESG) standards. Only those companies that meet our criteria may be considered for investment.
The members of the Sustainability Research Team are:
Julie Gorte, PhD
Senior Vice President for Sustainable Investing
Julie Fox Gorte, Ph.D. is the Senior Vice President for Sustainable Investing at Pax World Management LLC. She oversees Environmental, Social and Governance-related research on prospective and current investments as well as Pax’s shareholder advocacy and work on public policy advocacy.
Dr. Gorte serves on the boards of Ceres, the Sustainable Investments Institute, the Endangered Species Coalition and the American Sustainable Business Council. She serves as the co-chair of the Asset Management Working Group of the United Nations Environment Programme Finance Initiatives and is on the steering committee for UNEP’s workstream on biodiversity.
Prior to joining Pax, Dr. Gorte served as Vice President and Chief Social Investment Strategist at Calvert. Her experience before she joined the investment world in 1999 includes nearly 14 years as Senior Associate and Project Director at the Congressional Office of Technology Assessment, Vice President for Economic and Environmental Research at The Wilderness Society, Program Manager for Technology Programs in the Environmental Protection Agency’s policy office and Senior Associate at the Northeast-Midwest Institute. Dr. Gorte received her Bachelor of Science in Forest Management at Northern Arizona University and a Master of Science and Ph.D from Michigan State in resource economics.
Director, Sustainability Research
David Loehwing is Director of Sustainability Research at Pax World Management LLC. He is responsible for environmental, social, and governance-related research on prospective and current investments, and is involved in Pax World’s efforts to promote sustainable business practices through stakeholder engagement.
Mr. Loehwing has worked in the sustainable investing field since 1998. Before joining Pax World, Mr. Loehwing served as Senior Social Research Analyst at Citizens Advisers, and as a Senior Account Manager at the Investor Responsibility Research Center (IRRC). He is also a former member of the Evangelical Lutheran Church in America (ELCA) and the Sustainable Investment Research Analyst Network’s (SIRAN) steering committee. Mr. Loehwing is a graduate of Bowdoin College.
Lead Sustainability Research Analyst
Heather Smith is Lead Sustainability Research Analyst at Pax World Management LLC. As such, she researches and evaluates the environmental, social and governance (ESG) performance of companies for inclusion in Pax World’s portfolios. She is also involved in overseeing Pax World’s proxy voting and coordinating the shareowner advocacy efforts of Pax World’s Global Women’s Equality Fund. Additionally, Ms. Smith previously served as a member of the Sustainable Investment Research Analyst Network’s (SIRAN) steering committee.
Prior to joining Pax World, Ms. Smith was a Legislative Aide for the New Hampshire State Senate. Ms. Smith received a bachelor’s degree in Political Science and an MBA from the University of New Hampshire.
Sustainability Research Analyst
Greg Hasevlat is a Sustainability Research Analyst at Pax World Management LLC. In this role, he is responsible for evaluating the environmental, social and governance (ESG) performance of companies for inclusion in Pax World’s portfolios, shareholder and public policy engagement and coordinating Pax World’s sustainability reporting.
Prior to joining Pax World in December 2009, Mr. Hasevlat was a Government Affairs Representative at a New Hampshire-based consulting firm. In that role, he represented clients from various industries before the New Hampshire legislature. Mr. Hasevlat received a bachelor’s degree in English from the University of New Hampshire and an MBA from Southern New Hampshire University.