Pax Ellevate Global Women’s Index Fund Invest in Women

Women & Wealth

Women and Wealth logoWomen & Wealth is a Pax World practice management platform whose purpose is to provide Financial Advisors tools and resources to help them better cultivate and serve their female clients.

Women & Wealth was created in recognition of the fact that:

  • Women start new businesses at twice the rate of men and comprise some 43% of Americans with gross assets of $1.5 million or more, according to the latest government figures.1
  • They own 40% of U.S. businesses, which contribute $4 trillion to the nation’s economy.2
  • They are the breadwinners or co-breadwinners in two-thirds of American households.3
  • Women are responsible for 83% of all consumer purchases, hold 89% of U.S. bank accounts and 51% of all personal wealth, and are worth more than $5 trillion in consumer spending power – larger than the entire Japanese economy.4

As Newsweek reported in 2010, “Women are the biggest emerging market in the history of the planet.”5 By helping advisors become more responsive to women’s issues and concerns, Women & Wealth seeks to strengthen their client relationships and the value they provide to their female clients.

 

1, 2 “The Political and Economic Power of Women,” July 15, 2011, Page 5, Center for International Private Enterprise.
3, 4, 5 Newsweek, 7/6/2010, “Women Will Rule the World”

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.