Impax Funds (US)

We are excited to be part of the conversation at #PRIinPerson, November 4-6 in Brazil! Impax is proud to contribute to the global conversation on the transition to a more sustainable economy and are thrilled Nana Li will be speaking on the panel: “Navigating the DEI pushback – how are responsible investors adapting” on Wednesday, November 5. This session will explore how framing and language around DEI in investment activities can drive vastly different outcomes, with insights on shareholder proposals, proxy voting, transparency, and private markets. Both Chris Dodwell and Rui Li (Nana Li), CFA will be in Brazil all week and would love to connect with fellow attendees. If you are also attending, do reach out!

“If we don’t meet this increasing energy demand with low carbon power, AI could potentially supercharge emissions at a time that we’re racing to cut them.” As climate risks intensify and investor expectations evolve, Chris Dodwell and Shahbano Soomro explore the urgent themes shaping sustainable finance in 2025 and beyond. From the escalating impact of extreme weather events to the disruptive potential of AI, the conversation highlights how investors must rethink resilience, risk modelling and capital allocation. Watch the 11-minute film here >> https://lnkd.in/ejmzKjSS

“Extreme weather is no longer a distant threat. It’s here, it’s now, it’s accelerating.” Shahbano Soomro will be attending Climate Week NYC next week with Impax colleagues, including Chris Dodwell. They will be collaborating with asset owners on how to better understand climate risk and mobilise capital toward resilience. #ClimateWeekNYC

Climate change has become a politicised term. Ian Simm, Founder and CEO, explores why focusing on material risks and opportunities, from extreme weather to resource availability, can help sharpen investment analysis. Read more >> https://lnkd.in/ezfZe7Fh #ClimateWeekNYC Capital at risk. This is not investment advice.

Our fixed income team analysed severe weather events’ effects on the US credits market since 2005. Wildfires have triggered sharp repricing of utilities bonds in California, where utilities face a strict liability regime. But other US states reacted differently. Find out why in this analysis by Ross Pamphilon and Ahmed Abdullah, FRM >> https://lnkd.in/ef_Nj2aB Capital at risk. This is not investment advice.

Why are small caps more compelling today than in recent years? Nathan Moser, CFA, Senior Portfolio Manager for Impax’s Small Cap Fund, breaks it down into three key points: - Small caps are under owned - Small caps have an attractive valuation - Small caps offer diversification benefits Learn more >> https://lnkd.in/ef-dpRiZ For professional investors only. Capital at risk. This is not investment advice.