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Responsible Investment in Passive Management Strategies. Julie Fox Gorte Senior Vice President for Sustainable Investing Pax World Management LLC www.paxworld.com jgorte@paxworld.com. Advantages of Passive Approaches. Lower cost Performance Proof of concept.

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Responsible Investment in Passive Management Strategies


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    1. Responsible Investment in Passive Management Strategies Julie Fox Gorte Senior Vice President for Sustainable Investing Pax World Management LLC www.paxworld.com jgorte@paxworld.com

    2. Advantages of Passive Approaches • Lower cost • Performance • Proof of concept

    3. Considerations in Passive Investment Construction 1 • Broad market funds with ESG thresholds v. themed indexes • Purpose: to track a specific sector of the market, or to provide noncorrelated products to improve asset allocation? • To benefit from growing sustainability markets, or to boost sustainability?

    4. Approaches to Passive RI: Broad Market Source: http://www.msci.com/resources/factsheets/MSCI_ESG_Indices.pdf

    5. Approaches to Passive RI: Themes Source: http://www.ftse.com/Analytics/FactSheets/Home/FactSheet/Regions/RESPINV/1/WRLD/1#?fromftse=true

    6. Considerations in Passive Investment Construction 2 • Cap weighting vs. fundamental weighting • Advocacy • Turnover • Performance/tracking error • Replication • Asset allocation