ESG Managers® Portfolios
• Asset allocation funds
• Multi-manager approach
• Powered by Morningstar Associates
Plan participants are
embracing sustainability.
Now plan sponsors can, too.
For the first time, retirement plan sponsors and their participants have access to a family of asset allocation funds comprised of carefully selected
managers in the field of Sustainable Investing. The funds feature asset allocation, manager selection and portfolio construction by Morningstar
Associates and include conservative, moderate, growth and aggressive growth portfolios. As Environmental, Social and Governance (ESG)
performance is increasingly recognized as a powerful indicator of well-managed companies, ESG Managers® Portfolios provide a unique one-stop
solution we believe is right for today – and tomorrow.
For a free white paper detailing Morningstar Associates’ open architecture approach, visit www.esgmanagers.com.
Strategic allocation, manager selection and
portfolio construction by Morningstar Associates
Investment adviser to
ESG Managers® Portfolios
ESG Managers® Portfolios are available only through registered financial advisors.
You should consider ESG Managers®Portfolios’ investment objectives, risks, and charges and expenses carefully before investing. For this and
other important information, please obtain a fund prospectus by calling 877.374.7678 or online at www.esgmanagers.com. Please read it
carefully before investing. Copyright © 2012 Pax World Management LLC. All rights reserved. Distributed by ALPS Distributors, Inc.
Pax World Management LLC is the investment adviser to the ESG Managers® Portfolios. Morningstar Associates, LLC, a registered investment advisor and wholly owned subsidiary
of Morningstar, Inc., serves as portfolio construction adviser to the ESG Managers® Portfolios responsible for manager selection, asset allocation, portfolio construction and
monitoring, but does not serve in the capacity of investment advisor to individual investors. The Morningstar name and logo are the property of Morningstar, Inc. Morningstar is
not affiliated with Pax World Management LLC. ALPS Distributors, Inc. is not affiliated with Morningstar Associates, LLC.
ESG Managers®Portfolios are multi-manager funds, which are a mix of underlying Sleeve Subadviser portfolios. The Funds’ allocations may change due to market fluctuations
and other factors. An investment in the Funds involves risk, including loss of principal.
