Sustainability Trends Investors Should Know About – Impax Asset Management – 7.16.21

Summary:

Now On Demand. Impax Portfolio Managers Andrew Braun and Barbara Browning will talk about the six major sustainability trends that are driving their investment decisions right now and will shape them in the months to come. As portfolio managers of the Pax Large Cap Fund, Andy and Barb will discuss how these trends could impact U.S. large cap portfolios, as well as:

• how they identify areas of the market that may benefit from these trends
• how shifting consumer behavior and business strategies are leading to new investment opportunities
• how the pandemic has changed the risk/opportunity landscape

Speakers:

Andrew Braun is Senior Vice President at Impax Asset Management LLC, the North American division of Impax Asset Management Group and investment adviser to Pax World Funds. He is a Senior Portfolio Manager of the U.S. Large Cap Strategy, which includes the Pax Large Cap Fund. He is also a member of the Pax Sustainable Allocation Fund portfolio management team. 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 1993. He was promoted to Portfolio Manager in 2001 and served as Co-Chief Investment Officer from 2008 to 2014. Before Goldman Sachs, Andy was a Financial Analyst in the corporate finance division of Dillon, Read & Co. Inc. Andy has a Bachelor of Arts in economics from Harvard University and a Master of Business Administration in finance and economics from the Stern School of Business at New York University.

Barbara Browning is Vice President at Impax Asset Management LLC, the North American division of Impax Asset Management Group and investment adviser to Pax World Funds. She is a Portfolio Manager of the Global Women’s Select Strategy. Barbara is also co-portfolio manager of the U.S. Large Cap Strategy, which includes the Pax Large Cap Fund. Prior to joining the firm in 2017, Barbara was Vice President and Senior Portfolio Manager at RBC Global Asset Management, Inc., where she co-managed Diversified Core, Concentrated Core and Diversified Large Cap Value Equity funds. Prior to that, Barbara was a Senior Portfolio Manager and Investment Officer at National City Bank, a Senior Research Analyst at Banc One Investment Advisors Corporation and held various equity research positions. Barbara has a Bachelor of Arts in economics from The Ohio State University, where she graduated cum laude. She is also a CFA^® charterholder.

Chris Rooney is Vice President of Intermediary Business Development at Impax Asset Management LLC, the North American division of Impax Asset Management Group and investment adviser to Pax World Funds. He leads the firm’s distribution and business development efforts in the intermediary marketplace. Prior to joining Impax, Chris worked as a Sales Representative at John Hancock. He holds the FINRA Series 6, 7 and 63 registrations, is a Certified Investment Management Analyst (CIMA^®) and a member of the Investment Management Consultants Association (IMCA), and he is a registered representative of Foreside Financial Services, LLC. Chris earned his Bachelor of Science from the Whittemore School of Business and Economics at the University of New Hampshire.