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.

Ignites– Pax Fund Lands on Schwab OneSource Select List

November 14, 2014

Ignites featured Pax World’s placement on Schwab’s Mutual Fund OneSource Select List®. Pax World is one of the four socially responsible strategies on the list.

View full article here.

Performance data quoted represent past performance, which does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. See the fund's performance tab for most recent month-end performance information.

HuffPostWomen – Tapping the Potential of Boardroom Diversity

November 04, 2014

Women featured a recap of the Thomson Reuters panel, “Trading on Diversity,” which highlighted companies that have new and emerging diversity on their boards, focusing on financial vehicles that center their investment strategies around gender diversity. The article also highlighted a new research report, “Climb to the Top – Tracking Gender Diversity on Corporate Boards,” which mentions a variety of elements that make female leadership critical to a company’s success. Pax World is mentioned as a financial firm that is “walking the talk” by launching funds that invest in companies with female leadership.

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.

Boston Business Journal – N.H. fund exec argues that you don't have to sacrifice social missions for investment returns

October 06, 2014

The Boston Business Journal features a profile of Pax World President and CEO, Joe Keefe. The article dives into Keefe’s background and provides an overview of Pax World. It then goes on to mention the recent venture with Sallie Krawcheck, including her description of the Pax Ellevate Global Women’s Index Fund.

View full article here.

InvestmentNews – Pax World’s McQuiggan: The business case for investing in women

October 04, 2014

InvestmentNews featured Pax World Senior Vice President for Global Women’s Strategies Kathleen McQuiggan in a video segment. In it, Kathleen discusses research that shows that companies embracing gender diversity on their boards and in management often see improved performance and profitability as a result. She also discusses the Pax Ellevate Global Women’s Index Fund, the first mutual fund in the U.S. that focuses on investing in the highest-rated companies in the world in advancing women’s leadership.

Watch the full here video.