About Morningstar Associates

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About Morningstar Associates

Morningstar Associates, LLC, portfolio construction adviser of the ESG Managers^® Portfolios, is a premier provider of investment management solutions for institutions around the world.

For more than 25 years, Morningstar, Inc. has focused on helping investors make more informed investment decisions, resulting in a brand that is trusted by investors worldwide. Morningstar Associates builds on this tradition by combining its expertise in analyzing managed investments — including mutual funds, separate accounts, exchange traded funds (ETFs) and hedge funds — with sophisticated, institutional-level portfolio management practices.

As a registered investment advisor and wholly owned subsidiary of Morningstar, Inc., Morningstar Associates provides investment management, advice and consulting services on more than $40.7 billion on behalf of institutions and individual investors as of December 31, 2013.

Morningstar Associates, is based at the parent company headquarters in Chicago. Its wholly owned subsidiary, Morningstar Associates Europe Ltd, located in London, provides services in the UK.

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About ESG Managers®

Strategic allocation, manager selection and portfolio construction by Morningstar Associates

Pax World Management LLC is the investment adviser to ESG Managers® Portfolios

ESG Managers^® Portfolios are available only through registered financial advisors and qualified retirement plan providers.

You should consider ESG Managers® Portfolios’ investment objectives, risks, and charges and expenses carefully before investing. For this and other important information, please download a fund prospectus. Please read it carefully before investing. Copyright © 2015 Pax World Management LLC. All rights reserved. Distributed by ALPS Distributors, Inc.

Pax World Management LLC is the investment adviser to the ESG Managers® Portfolios. Morningstar Associates, LLC, a registered investment advisor and wholly owned subsidiary of Morningstar, Inc., serves as portfolio construction adviser to the ESG Managers® Portfolios responsible for manager selection, asset allocation, portfolio construction and monitoring, but does not serve in the capacity of investment advisor to individual investors. The Morningstar name and logo are the property of Morningstar, Inc. Morningstar is not affiliated with Pax World Management LLC. ALPS Distributors, Inc. is not affiliated with Morningstar Associates, LLC.

ESG Managers® Portfolios are multi-manager funds, which are a mix of underlying mutual funds and sleeve subadviser portfolios. The Funds’ allocations may change due to market fluctuations and other factors.