Case Study: Pax World Management Implements Eze Order Management System

About PAX World Management

Pax World Management LLC is a New Hampshire based asset management firm whose investment strategies focus on environmental, social and governance (ESG) criteria. Founded in 1971, by Luther Tyson and Jack Corbett, they are now a leader in sustainable investing. Launching with just over $100,000 in assets, the firm now manages close to $4 billion, primarily across its mutual fund products throughout global markets.

 

The Challenge

Pax World Management manages close to $4 billion in assets spread across five equity and fixed income mutual funds, four asset allocation funds, two index funds and several separate accounts, which are overseen by eight portfolio managers.

Trading a variety of fixed income instruments, in addition to domestic and international equities, Pax was looking for a system that could handle both the asset class scope and the compliance requirements surrounding the firm's investment strategies. This included finding a system capable of handling compliance needs pertaining to 40 act regulations.


 

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