Webinar: Understanding impact – How your investments can make a difference in our world

FPO
Praxis update |

Seven impact strategies investors can use for real impact

Are your investments making the difference you want for the climate, communities and causes you care about?

Join an interdisciplinary team of experts from Praxis Mutual Funds® as they explore the many ways investments can have a lasting impact on the world around us. Using the ImpactX framework of the Praxis Real Impact Report 2021, the group will discuss seven impact strategies that investors can employ to ensure their portfolios reflect their values and move the world in a positive direction.

Discover what’s possible while also providing for the financial future of your family or institution.

 

Click the image above for a replay of the webinar. 


Presenters

Benjamin Bailey, CFA®
Vice President of Investments, Praxis Mutual Funds

Benjamin Bailey, CFA, Vice President of Investments, Co-portfolio Manager of Praxis Impact Bond Fund | Praxis Mutual Funds
Benjamin joined Everence in 2000 and was named Co-Portfolio Manager of the Praxis Impact Bond Fund in 2005, and Co-Manager of the Praxis Genesis Portfolios in 2013. In 2015, he was named Senior Fixed Income Investment Manager, providing leadership to the fixed income team and oversight to external sub-advisory relationships. Connect with Benjamin on LinkedIn.

Chris Meyer
Stewardship Investing Advocacy and Research Manager, Praxis Mutual Funds

Chris Meyer, Stewardship Investing Research and Advocacy Manager | Praxis Mutual Funds
Chris joined Praxis in 2006. He leads the company’s work in corporate engagement and supports its investment screening and proxy voting functions. He has led shareholder dialogues on many pertinent issues such as climate change, toxic chemicals, child slave labor, and predatory credit card practices with multinational companies. Connect with Chris on LinkedIn.

Caitlin Rosser
Senior Officer, Impact and Communications, Calvert Impact Capital

Senior Officer, Impact and Communications, Calvert Impact Capital
Caitlin leads Calvert Impact Capital's impact measurement and management (IMM) efforts, including managing how they define and measure impact and report to internal and external audiences. Caitlin also supports Calvert Impact Capital’s thought leadership and growth goals and contributes to strategy, communications and marketing efforts. She brings a dynamic experience of working in both the public and nonprofit sectors in a variety of roles.

Moderator

Stella Tai
Stewardship Investing Impact and Analysis Manager, Praxis Mutual Funds

Stella Tai, Stewardship Investing Impact and Analysis Manager | Praxis Mutual Funds
Stella provides primary leadership for the promotion, integration and development of impact investing and reporting. Before joining Praxis, she was Assistant Vice President of Lending at FINANTA, a Community Development Financial Institution (CDFI) in Philadelphia. Stella has served on the board of Chariots for Hope, a nonprofit supporting a network of eight children’s homes in Kenya, her country of origin. Connect with Stella on LinkedIn.

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Author Randy Beachy
Marketing Manager

Replay the webinar

This webinar is now available to view online. Click the link below, or the video image above, to watch the webinar. You can also download the presentation slide deck.

 

Disclosure

The Fund’s investment strategy could cause the fund to sell or avoid securities that may subsequently perform well, and the application of ESG screens may cause the fund to lag the performance of its index.

The MSCI ACWI (All Country World) ex U.S. Index is a free float-adjusted market capitalization weighted index that is designed to measure the equity market performance of developed and emerging markets, excluding the United States. The index consists of 44 country indices comprising 23 developed and 21 emerging market country indices. Indexes are unmanaged, do not incur fees and cannot be invested in directly.

Tracking error is the divergence between the price behavior of a position or a portfolio and the price behavior of a benchmark.