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Why Investing in Women is Smart Business

Online • April 9, 2015

Ellevate Executive Council Member and Pax Ellevate Managing Director, Kathleen McQuiggan, reviews the specific benefits Ellevate members have in regards to purchasing the Pax Ellevate Global Women’s Index Fund.

Thursday, April 9, 2015 1:00 PM - 2:00 PM EDT

An introduction to gender lens investing and the Pax Ellevate Global Women’s Index Fund. Investing in companies with women in leadership roles isn’t just a nice thing to do but, as research tells us, it’s also the smart thing to do.

Ellevate Executive Council Member and Pax Ellevate Managing Director, Kathleen McQuiggan, reviews the specific benefits Ellevate members have in regards to purchasing the Pax Ellevate Global Women’s Index Fund. 

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You should consider a fund's investment objectives, risks and charges and expenses carefully before investing. For this and other important information, please obtain a fund prospectus by calling 800.767.1729 or visiting www.paxworld.com. Please read it carefully before investing.

Objective: The Pax Ellevate Global Women’s Index Fund seeks investment returns that closely correspond to or exceed the price and yield performance, before fees and expenses, of the Pax Global Women’s Leadership Index* (the “Women’s Index”), while maintaining risk characteristics that Pax Ellevate Management LLC (“PEM”) believes are generally similar to those of the Women’s Index.

* A custom index calculated by MSCI. One cannot invest directly in an index.

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. Accordingly, the Fund’s performance would likely be adversely affected by a decline in the Index. Investments in emerging markets and non-U.S. 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.

Kathleen McQuiggan is a registered representative of ALPS Distributors, Inc.

Distributor: ALPS Distributors, Inc. Member FINRA. ALPS Distributors, Inc. is not affiliated with Ellevate Network.

PEX000276 (4/16)


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Kristy Wallace
Kristy Wallace

New York, NY

CEO at Ellevate Network

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VP Operations & Strategy at Ellevate Network

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