Sustainable Investing: A Smart Women/Savvy Money Podcast

Thursday, November 12, 2020 (All day)

Sustainable Investing to the Next Level

Using Shareholder Engagement for Positive Outcomes at Public Companies


Can sustainable investing really make an impact on the world? In our November Smart Women/Savvy Money podcast, Heather Smith and Emily Lee of Impax Asset Management will share strategies and success stories about ways that shareholder engagement is positively affecting corporate actions, gender pay equity, and gender diversity.

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Heather Smith is Lead Sustainability Research Analyst at Impax Asset Management LLC (formerly Pax World Management LLC) as well as Vice President, Sustainable Investing, at Pax World Funds. She researches and evaluates the environmental, social, and governance (ESG) performance of companies for inclusion in the firm’s portfolios. Heather is also a member of the Impax Gender Analytics team, oversees the firm’s proxy voting, and coordinates gender-related shareholder engagements. She holds a bachelor’s degree in Political Science and an MBA from the University of New Hampshire. Before joining Impax, she worked as a Legislative Aide for the New Hampshire State Senate.

 

Emily Lee is VP, Business Development, at Impax Asset Management LLC. She has deep roots in the financial industry, having help positions at Trillium Asset Management, LPL Financial, Wellington Management Company, and Putnam Investments before joining Impax in 2019. She earned a bachelor’s degree in History, with a minor in Environmental Science, from Willamette University. She is a member of Women Investing for a Sustainable Economy. She holds FINRA Series 6 and 63 registrations and is a registered representative of ALPS Distributors, Inc.

 

Impax Asset Management LLC is investment adviser to Pax World Funds. (Pax World Funds are distributed by ALPS Distributors, Inc. ALPS Distributors is not affiliated with Impax Asset Management LLC.)

 

At Urban Wealth Management, our mission is to create a supportive and secure environment where women are encouraged to be engaged in their financial affairs and take ownership in creating the life they desire and deserve. Our vision is that every woman should live a life of her design, using her wealth to fulfill her dreams, enjoy her passions, and expand her interests. If you’re ready to begin the journey, connect with us for a complimentary half-hour chat.