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Impax U.s. Sustainable Economy Investor Class (PXWGX)

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27.64 +0.01    +0.04%
13/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 213.21M
Pax ESG Beta Quality Individual Investor 27.64 +0.01 +0.04%

PXWGX Overview

 
On this page you'll find an in-depth profile of Impax U.s. Sustainable Economy Investor Class. Learn about the key management, total assets, investment strategy and contact information of PXWGX among other information.
Category

Large Blend

Total Assets

213.21M

Expenses

0.71%

Inception Date

35592

Contact Information

Address 30 Penhallow Street, Suite 400
Portsmouth,NH 03801-3853
United States
Phone 603 501 7360

Top Executives

Name Title Since Until
Christine Cappabianca Portfolio Manager/ Vice President 2021 Now
Biography Christine Cappabianca is a Portfolio Manager of the Global Women’s Fund, the Global Sustainable Infrastructure Fund, the U.S. Sustainable Economy Fund and the International Sustainable Economy Fund. Christine joined IAM in 2021. Prior to joining the Adviser, Ms. Cappabianca spent 14 years with BNY Mellon Investment Management, where she held several positions, most recently as senior quantitative research analyst and portfolio manager for the firm’s Internet of Things, Blockchain Innovation, U.S. Manufacturing and Smart Cures Innovation thematic strategies. She also served as the ESG data expert on Mellon’s ESG Council. Ms. Cappabianca has a Bachelor of Arts in Economics from Harvard University and a Master of Science in Investment Management from Boston University. She holds the Sustainability Accounting Standards Board Fundamentals of Sustainability Accounting Credential.
Scott LaBreche Portfolio Manager / Research Analyst 2021 Now
Biography Scott LaBreche is Director of Portfolio Analytics and Index Optimization at Impax Asset Management LLC, formerly Pax World Management LLC, and a Portfolio Manager of the Pax Ellevate Global Women’s Leadership Fund and the Pax MSCI EAFE ESG Leaders Index Fund. Across all Pax World Funds, Scott is responsible for fund research, quantitative ESG research, advanced analytics, risk oversight, fund optimization and board reporting, as well as overseeing performance and attribution.
Andrew I. Braun Portfolio Manager / Research Analyst 2021 2021
Biography Andrew Braun is a Portfolio Manager of the Impax Large Cap Strategy at Impax Asset Management LLC and is a Senior Vice President at Pax World Funds. He is also a member of the portfolio management team of the Impax Sustainable Allocation Strategy. Prior to joining the firm in 2017, Andy was Managing Director on the Value Equity Team at Goldman Sachs Asset Management, where he led a team of 30 portfolio managers and analysts. Andy joined Goldman Sachs Asset Management as a Product Development Associate in the Product Development Group in 1993.
Ran Leshem CO-HEAD OF APERIO & CHIEF INVESTMENT OFFICER 2016 2021
Biography As Co-Head and CIO of Aperio, Ran directly oversees portfolio management, research, trading, and technology while working closely with Liz Michaels to oversee the day-to-day operations and set the overall strategic direction for Aperio. Ran began his career as a management consultant at PricewaterhouseCoopers, where he modeled consumer markets and large complex decisions. From there, he worked for Woosh!, a startup business that enabled merchants to sell their products through various web channels. He also spent three years at Orient Overseas Container Line and two years at The Gap, where he built decision-analysis systems using forecasting and optimization to improve operations and inventory management.
Annie Tan Portfolio Manager 2016 2021
Biography Annie Tan — Annie Tan has been a portfolio manager at Aperio since October 2013, where she supervises and manages Aperio’s ESG/SRI portfolio management efforts. She also provides analytical support in the research, portfolio management, and trading of client portfolios. Prior to joining Aperio, Annie was an Investment Analyst at Dragon Financial Group in 2013. She received her Bachelor’s degree in Economics from the University of California, Davis and her MS in Financial Analysis from the University of San Francisco.
Michael Branch Senior Portfolio Manager 2016 2021
Biography Michael Branch, CFA® — Michael Branch is a Senior Portfolio Manager and Manager of Portfolio Research at Aperio Group LLC (Aperio), a position he has held since 2012. He is responsible for leading the research efforts that support the implementation and enhancement of existing strategies as well as new strategy development. He received his Bachelor’s degree in Finance from the University of Arizona. He holds the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco. Michael Branch was a Portfolio Research, Trading, and Analytics Associate at Aperio Group LLC (Aperio). Michael co-authored “Factoring Probability” with Lisa Goldberg and Ran Leshem; it was published in Risk-Based and Factor Investing in 2015. He was the sole author of “The Case for Global Stock Portfolios,” published in the Journal of Indexes in 2011.
Robert Tymoczko Portfolio Manager 2016 2021
Biography Robert Tymoczko is a member of the Pax ESG Beta Quality Fund and Pax ESG Beta Dividend portfolio management team. At Aperio Group LLC (Aperio), subadviser of the Pax ESG Beta Quality Fund and Pax ESG Beta Dividend Fund Robert is responsible for overseeing the day-to-day portfolio management and strategy implementation of all investment products. Prior to joining Aperio, Robert was a Managing Partner at AlphaStream Capital Management, LLC, where he was responsible for quantitative research and portfolio management. Before AlphaStream, Robert was Lead Portfolio Manager and Co-Head of U.S. Quantitative Equity Products at Zurich Scudder Investments. Robert received his Bachelor of Arts in Quantitative Economics from Stanford University and his MBA with concentrations in Finance and Econometrics from the University of Chicago. ALPS Distributors, Inc. is not affiliated with Aperio Group, LLC.
David Loehwing Vice President, Sustainable Investing 2016 2018
Biography David Loehwing is Vice President, Sustainable Investing at Impax Asset Management LLC and Pax World Funds. He is responsible for environmental, social, and governance-related research on prospective and current investments and leads the construction and management of the Impax Sustainability Score. He is also a member of the Impax Gender Analytics Team. David has worked in the sustainable investing field since 1998. Before joining the firm, Mr. Loehwing served as Senior Social Research Analyst at Citizens Advisers, and as a Senior Account Manager at the Investor Responsibility Research Center (IRRC). He is also a former member of the Evangelical Lutheran Church in America (ELCA) Advisory Committee on Corporate Social Responsibility (ACCSR) and the Sustainable Investment Research Analyst Network’s (SIRAN) steering committee. David is a graduate of Bowdoin College.
Anthony Trzcinka Portfolio Manager / Research Analyst 2006 2016
Biography Anthony Trzcinka is SVP and Portfolio Manager of the Impax Core Bond Strategy at Impax Asset Management LLC and a Senior Vice President at Pax World Funds. Tony is also a member of the portfolio management team of the Impax Sustainable Allocation Strategy. Tony has been responsible for multiple strategies during his tenure at Impax Asset Management LLC. He joined the firm in 2003 from AEW Capital Management where he spent over three years as an Assistant Vice President working in a Senior Analyst role. He began his financial services career as an analyst in 1999.
Christopher D. Brown Senior Vice President 2006 2011
Biography Brown is a senior vice president of GE Asset Management. He joined GE Asset Management in 1985 as a Manager of Funds Accounting. He became a U.S. Equity Analyst in 1989, a vice president and portfolio manager in 1992, and a senior vice president in 1996.
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