About the Managers

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About the Managers

ESG Managers^® Portfolios are multi-manager asset allocation funds designed by Morningstar Associates and offered by Pax World Management.

To select the ESG managers, Morningstar Associates undertook an extensive due diligence process to choose those it believes are of high quality and that work effectively in combined portfolios.

The investment managers who were ultimately selected to participate in the ESG Managers^® Portfolios were chosen because of their established investment processes, track records, commitment to ESG and fit within the overall construction of the portfolios.

Morningstar Associates evaluates the selected managers and overall portfolios on an on-going basis in order to ensure that they continue to meet the high standards of ESG Managers^® Portfolios.

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ESG Managers® Portfolios Brochure

Learn more about these turnkey multi-manager asset allocation funds for investors interested in sustainability.

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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.