The relationship between Pax Ellevate Management LLC and our clients is the most important asset of our firm. We strive to maintain your trust and confidence in our firm, an essential aspect of which is our commitment to protect your personal information to the best of our ability. We believe that all of our clients value their privacy, so we will not disclose your personal information to anyone unless it is required by law, at your direction, or is necessary to provide you with financial services. We have not and will not sell your personal information to anyone.
Personal Information That We Collect, Maintain and Communicate
Pax Ellevate Management LLC collects and maintains your personal information so we can provide investment management services to you. The types and categories of information we collect and maintain about you include:
In order for us to provide these services to you, we do disclose your personal information in very limited instances, which include:
How We Protect Your Personal Information
To fulfill our privacy commitment at Pax Ellevate Management LLC, we have instituted firm-wide practices to safeguard the information that we maintain about you. These include:
If you have any questions regarding our privacy commitment, please contact Maureen Conley at Pax Ellevate Management LLC at 603-431-8022, x7388.
Web Site User Agreement:
Security: The Pax World Funds protect your personal information when you transact business on the “Account Access” portion of our Web site by requiring the use of a browser software program that supports 128-bit encryption. The “128-bit” designation refers to the length of the key used to encrypt the data being transmitted, with a longer key representing a higher level of security.
E-mail: The Pax World Funds do not sell its customers’ e-mail addresses, nor will we provide your personal information to third parties for their marketing purposes. The Pax World Funds will not send you e-mail without first receiving your permission, unless it relates to servicing your account or in response to e-mails received by the Pax World Funds.
Cookies: Cookies may be used to gather non-personal usage statistics such as how many new, repeat, and total visitors use our Web site and what usage patterns visitors from various referrers follow.
RISKS: Investment in mutual funds involves risk, including possible loss of principal invested. You could lose money on your investment in the Fund or the Fund could underperform because of the following risks: the market prices of stocks held by the Fund may fall; individual investments of the Fund may not perform as expected; the Fund’s portfolio management practices may not achieve the desired result. The Fund does not take defensive positions in declining markets. Accordingly, the Fund’s performance would likely be adversely affected by a decline in the Index. Investments in emerging markets and non-US Securities are generally less liquid and less efficient than investments in developed markets and are subject to additional risks, such as risks of adverse governmental regulation, intervention and political developments. As this Fund can have a high concentration in some issuers the Fund can be adversely impacted by changes affecting issuers. There is no guarantee that the objective will be met and diversification does not eliminate risk.