Impax International Sustainable Economy Fund Institutional Class (PXNIX)

Overview

The Adviser is a financial entity committed to sustainable investing, with a focus on companies that stand to gain from the ongoing shift towards a more sustainable global economy. By integrating Environmental, Social, and Governance (ESG) considerations into its investment strategy, The Adviser aims to construct portfolios that not only contribute to a healthier planet but also adhere to certain risk parameters when compared to the MSCI EAFE Index, a benchmark composed of international equities from developed markets outside of the U.S. The organisation prioritizes investments in large-capitalization equity securities within these non-U.S. developed markets, ensuring that more than 80% of its net assets are allocated accordingly, under normal market circumstances.

Products and Services

• Sustainable Investing Approach

The Adviser's core investment philosophy centers on sustainable investing. This approach involves selecting companies for investment that are not only financially promising but also play a pivotal role in the transition towards a sustainable global economy. It is underpinned by the belief that such companies are better positioned for long-term success.

• Environmental, Social, and Governance (ESG) Analysis

Integral to The Adviser's investment strategy is rigorous ESG analysis. This process enables the identification of companies that exhibit strong practices in environmental preservation, social responsibility, and governance. By factoring in ESG criteria, The Adviser seeks to mitigate risk and unlock potential value that conventional financial analysis might overlook.

• Risk-Managed Portfolio Construction

The Adviser commits to managing investment portfolios within defined risk parameters. This methodical approach to risk management is designed to ensure that investments align with the MSCI EAFE Index benchmarks, thus protecting against undue volatility without compromising on the pursuit of sustainable, long-term returns.

• Focus on Large-Capitalization Equity Securities

Specializing in large-capitalization equity securities, The Adviser directs more than 80% of its net assets into such investments in non-U.S. developed markets. This focus reflects a strategic preference for the stability and growth potential typically associated with large-cap companies, especially those positioned to thrive in a shifting economic landscape towards sustainability.