Pax Ellevate Global Women’s Index Fund Invest in Women

Why Investing in Women Matters Spring 2016 Newsletter

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News and Ideas

The Pax Ellevate team
On International Women's Day in March, the Pax Ellevate team made our Pledge for Parity calling for gender balanced leadership.

The World Economic Forum predicts that it will take 117 years to achieve gender pay parity.1 In honor of Equal Pay Day today, what are you doing to help close the gender gap? At Pax Ellevate, we not only invest in companies that invest in women, we also engage with companies to help them create workplaces in which women leaders can thrive.

Recently, we urged the SEC to take action on pay equity recognizing that pay equity can be a key driver of greater gender diversity in corporate leadership.2 We believe that investors have an important role to play in achieving gender equality. If you'd like to learn more about the Pax Ellevate Global Women's Index Fund, its attractive risk adjusted returns and how you can invest in women, please contact our team today.

2Visit our gender research page for a list of studies that illuminate the relationship between
women's empowerment and financial performance.

What Matters

Is Gender Diversity Profitable? Evidence from a Global Survey

The Peterson Institute's global survey of 21,980 publicly traded companies in 91 countries demonstrates that the presence of more female leaders in top positions of corporate management correlates with the increased profitability of these companies.

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On the Road to Parity: Gender Lens Investing

A new report from UBS suggests that, beyond promoting greater fairness, increased gender equity in the workplace can create value in and of itself. The report also includes studies showing that greater female representation in corporate leadership may be associated with higher profitability.

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Pax Global Women's Leadership Index Outperforms Global Market Over Two-Year Period

The Pax Global Women's Leadership Index was designed to measure and capture the contribution that gender diversity makes to business success over time. Strong results for the Index for the two-year period ending February 29, 2016 reinforce a compelling body of research finding that gender diversity on corporate boards and in senior management is associated with better financial performance.

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Investing For Positive Impact On Women: Integrating Gender into Total Portfolio Activation

Increasing numbers of investors are integrating gender into their investment decision-making. This new paper provides a guide for mission-driven investors as they consider how to put their investments to work in support of their own long-term goals to benefit women and girls.

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What Can You Do to Close the Gender Gap in Your Workplace?

This World Economic Forum article by Mark Weinberger, Global Chairman and CEO of EY, examines the bottom-line benefits that come from gender equity and how business leaders can take action to achieve gender parity.

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Like Minded People with Passion and Purpose

In this Financial Advisor article, Pax Ellevate's Kathleen McQuiggan and Kelly Coyne discuss investing in women and the importance of building strong business relationships.

Kathleen McQuiggan and Kelly Coyne are registered representatives of ALPS Distributors, Inc.

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Company Spotlight: Hilton Worldwide

Hilton Worldwide is a leading global hospitality company, comprised of more than 4,600 managed, franchised, owned and leased hotels and timeshare properties with more than 758,000 rooms in 100 countries and territories.

  • Women comprise 25% of Hilton's Board of Directors.
  • Women represent 51% of the company's U.S. workforce.
  • Hilton is a signatory to the Women's Empowerment Principles.

Hilton is committed to investing in women across all levels of the company. To help build its talent pipeline, Hilton created a Women in Leadership strategy that includes several key initiatives: a signature women's leadership development program, an Executive Committee Networking program, a women's mentoring program, hotel operations programs, and year-round networking opportunities.

The Hilton Women's Network provides educational and professional development opportunities to help women at all levels in the organization. The Women's Network not only inspires women to grow their careers at Hilton, but also helps them develop strategies to achieve their goals.

The Pax Ellevate team will be speaking at the Hilton Women's Network annual event at Hilton's headquarters to celebrate the company's inclusion in the Pax Ellevate Global Women's Index Fund and to share best practices for advancing women's leadership.

As of 2/29/16, the Pax Ellevate Global Women's Index Fund had a weighting of 0.1% for Hilton Worldwide. Holdings are subject to change.

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.