The Value of Our Approach
- Broadly diversified portfolios1
- Access to many leading managers that follow a Sustainable Investing approach
- Easy-to-use, turnkey solution
- Institutional-quality portfolio management
Despite the vast array of investment products available to investment advisors and their clients, there has never been an option like ESG Managers™ Portfolios.
Now, for the first time, advisors can access a comprehensive series of asset allocation portfolios featuring some of the best known investment managers incorporating environmental, social and governance (ESG) or sustainability factors into their investment analysis and decision making.
These manager-of-managers funds have been designed and constructed by Morningstar Associates using proprietary research and analytics to select the managers, structure the portfolios and monitor the investments on an ongoing basis.
ESG Managers™ Portfolios represent a unique opportunity for advisors who:
- Recognize the value of having multi-manager asset allocation funds to offer their clients
- Trust the objective investment expertise offered by Morningstar Associates in evaluating investment managers and designing asset allocations
- Appreciate the potential advantages associated with investing in companies that are positioned to profit from the global shift to a sustainable economy
- Wish to better serve clients who seek or are likely to be interested in sustainable, socially responsible or "green" investments
Take advantage of the resources available to you in this website to learn more about how the ESG Managers™ Portfolios can play a role in your portfolios.
1Diversification does not eliminate risk.
Joe Keefe and Jon Hale
Audio Podcast
To learn more about Pax World and Morningstar Associates joining forces to create ESG Managers™ Portfolios, click below to listen to a conversation between Joe Keefe, President and CEO of Pax World Mutual Funds, and Jon Hale, Ph.D., CFA, Managing Consultant for Morningstar Associates.
To listen to the conversation, press the play button below: