Our investment process

Our investment approach recognizes that environmental, social and governance (ESG) factors are material to both company and portfolio performance. All our strategies fully integrate ESG factors into investment analysis and portfolio construction.

Making an impact

Impact Investing includes investing in companies developing innovative solutions to global sustainability challenges, companies promoting gender diversity and women’s leadership, community-based financial institutions, green bonds and other direct, high impact investments.

Contact Us

To find out more about our institutional investment strategies, contact:

Melissa Platner, Vice President, Institutional Business Development

Melissa Platner

Vice President, Institutional Business Development

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Amy Maness, Senior Manager, National Accounts

Amy Maness

Senior Manager, National Accounts

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Melissa Platner and Amy Maness are registered representatives of ALPS Distributors, Inc.

Investment Strategies

Domestic Equity

Pax Large Cap Strategy*
Pax Mid Cap Strategy*
Pax Small Cap Strategy*
Pax ESG Beta Quality Strategy*
Pax ESG Beta Dividend Strategy*

Global /
International Equity

Pax Global Opportunities Strategy*
Pax Global Environmental Markets Strategy*
Pax Ellevate Global Women's Leadership Strategy*
Pax MSCI EAFE ESG Leaders Index Strategy*

Fixed Income

Pax Core Bond Strategy*
Pax High Yield Bond Strategy*


Pax Balanced Strategy*

* Also available as Pax World Funds.


July 24, 2018

Pax World Investment Outlook: Third Quarter 2018

2017 is in the books, and equity investors, buoyed by stronger than expected earnings and the potential for tax cut stimulus, continued to push equity valuations higher.
July 23, 2018

Pax Ellevate Global Women’s Leadership Fund Outperforms Global Market Over One- and Three-Year Periods

Gender lens strategy invests in highest-rated companies in the world for advancing women in leadership PORTSMOUTH, N.H. July 23, 2018 – Pax Ellevate Management LLC, a […]
July 18, 2018

An Introduction to the Pax Global Opportunities Fund

The Pax Global Opportunities Fund, launched in June 2018 and subadvised by Impax Asset Management Ltd, invests in companies well-positioned to benefit from the transition to a more sustainable global economy.