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Keith Falconer

Chairman

Keith was appointed Chairman of Impax Asset Management Group plc in January 2004.

After qualifying as a Chartered Accountant in 1979, he joined Martin Currie, the independent Edinburgh-based investment firm. The first part of his career was spent managing portfolios on behalf of institutional clients. Subsequently, he became the Managing Director of Sales and Marketing. He retired from Martin Currie at the end of 2003 and is now also Chairman of a number of other companies.

Ian Simm

Founder & CEO

Ian Simm is the Founder and Chief Executive of Impax Asset Management Group plc, one of the world’s leading investment managers dedicated to investing in the transition to a more sustainable economy. Prior to Impax, Ian was an engagement manager at McKinsey & Company advising clients on environmental strategy.

Outside Impax, Ian is a member of the UK government’s Energy Innovation Board, which provides strategic oversight of public sector funding of energy innovation programmes, and is a board member of the Institutional Investors Group on Climate Change, the European membership body for investor collaboration on addressing climate change. Between 2013 and 2018, he was a board member of the Natural Environment Research Council (NERC), the UK’s leading funding agency for environmental science.

Ian has a first-class honours degree in physics from Cambridge University and a Master’s in Public Administration from Harvard University. In the last century he initiated and led an expedition to complete the first summer crossing of the Sahara Desert by tandem bicycle.

Recent blog posts

A just transition

I’m delighted to announce that Impax has signed the Statement of Investor Commitment to Support a Just Transition on Climate Change, now backed by over 130 institutions with $8trn in assets under management.

29 Apr 2019

Arnaud de Servigny

Non-Executive Director

Arnaud joined the board as a Non-Executive Director in June 2018 and is a member of the Remuneration Committee and the Audit & Risk Committee.

He currently holds non-executive directorships at BNP Paribas Asset Management France, Bramham Gardens Investments Limited, Bramham Gardens SARL and Fondation Pour l’Ecole. He was previously a Managing Director at Deutsche Bank Asset Management and has also worked at Barclays Wealth, Standard & Poors and BIM private equity fund. Arnaud has been a visiting Adjunct/ Professor of Finance at Imperial College Business School since 2005 and is the author of several books on finance, economics and investment management.

Sally Bridgeland

Non-Executive Director

Sally joined the board as a Non-Executive Director in July 2015 and is a member of the Remuneration Committee and the Audit and Risk Committee.

She is currently a non-executive director of Royal London, Lloyds Banking Group Pensions Trustees Limited and the Local Pensions Partnership Ltd and a trustee of the Nuclear Liabilities Fund, having worked in the UK pensions industry for 30 years. Originally qualifying as a Fellow of the Institute of Actuaries with consultants Bacon & Woodrow (now Aon Hewitt), she was CEO of the BP Pension Fund from 2007-2014.  Sally held a number of voluntary roles with the actuarial profession and was the first lady Master of the Worshipful Company of Actuaries 2016-17. 

Vince O’Brien

Non-Executive Director

Vincent O’Brien is a Non-Executive Director of Impax Asset Management Group plc and is a member of the Remuneration Committee and the Audit and Risk Committee.

He has worked in the private equity industry for over thirty years, twenty two of these as a director of Montagu Private Equity. Vince is a Chartered Accountant, he is currently chairing or advising a number of private equity companies including Quest Fund Placement and Nesta Impact Investments. He is a former chairman of the BVCA and served on its council for seven years.

Lindsey Brace Martinez

Non-Executive Director

Lindsey joined the Board as a Non-Executive Director in July 2015 and is a member of the Remuneration Committee and the Audit and Risk Committee.

Lindsey served as a member of the Executive team and was a Managing Director at Cambridge Associates. She held multiple roles during her 15-year tenure at the firm including Global Head of several areas covering Client Service and Relations, Business Development and Client Relationship Management, and Consulting.

She is the Founder and CEO, StarPoint Advisors, LLC, Member of the Advisory Board for the Yale Center for Business and the Environment, Member of the Investment Committee for the National Geographic Society, Chair of the Board, Novatus Energy LLC, Trustee of Pax World Funds Series Trust 1 and Board member of Seven Islands Land Company.

Lindsey holds an MBA (finance and strategy) and a Master of Environmental Studies from Yale University. 

She has 30 years’ experience in investment advisory, natural resources portfolio management, institutional marketing and sales, and management consultancy.

Charlie Ridge

Chief Financial Officer

Charlie began his career in 1987 and has considerable technical and management experience with blue chip investment banks.

Before joining Impax he was a Managing Director within the Finance Division of Deutsche Bank, most recently serving as UK Asset and Wealth Management CFO, and previously holding various financial and market risk related roles for the Global Markets Division. Before working at Deutsche, Charlie worked at SG Warburg and Ernst & Young as an Auditor.

Joseph Keefe

President

Joe is President of Impax Asset Management LLC, the North American division of Impax Asset Management Group and investment adviser to Pax World Funds. Based in the Portsmouth office, he is responsible for US managed strategies as well as distribution of Impax’s full capabilities across North America.

Joe Keefe is President of Impax Asset Management LLC, the North American division of Impax Asset Management Group and investment adviser to Pax World Funds. He is responsible for U.S.‑managed strategies as well as distribution of Impax’s full capabilities across North America.

Prior to joining the firm in May 2005, Joe was President of NewCircle Communications, a strategic consulting and communications firm specializing in corporate social responsibility and public policy communications. He served as Senior Advisor for Strategic Social Policy at Calvert Group from 2003-2005 and as Executive Vice President and General Counsel of Citizens Advisers from 1997-2000. He is a former member of the Board of Directors (2000-2006) of US SIF, the trade association representing asset managers and investors engaged in sustainable investing throughout the United States. Before entering the investment management industry, Joe worked in private law practice for 16 years.

Joe holds a Juris Doctor from the University of Virginia School of Law and a Bachelor of Arts in philosophy from the College of the Holy Cross.

Recent blog posts

Mary Alexander

Global Head of HR

Mary is the Global Head of Human Resources and has considerable expertise in building dynamic, agile cultures and developing talent in fast-paced growth environments.

Before joining Impax in September 2020, Mary worked in several senior roles across digital businesses and mature industries. Her early career spanned FMCG/manufacturing multi nationals including BAT and Anglo American where she held central, regional and HR specialist roles. She subsequently spent seven years with payments leader PayPal, latterly as VP Human Resources for EMEA, Asia Pacific and Americas, enabling the revenue-generating teams globally and based in the EU bank regulated headquarters. Mary was EVP for HR for Colt Technology, a Fidelity owned company, thereafter moving into the private equity arena with Montagu PE to lead people and organisation priorities for the carve-out of Janes Defence from IHS Markit.

A Social Science graduate of University College Dublin, Mary has on-the-ground business experience in 50+ countries and has lived and worked in Turkey, Brazil, Switzerland, Luxembourg and the UK.

Bruce Jenkyn-Jones

Co-Head of Listed Equities, Executive Director

Bruce is an Executive Director and Co-Head of Listed Equities along with Hubert Aarts.

Together they are responsible for the development of the investment process, research and team. Bruce has an active role in the day to day management of all Impax listed equity portfolios and is on the portfolio construction team for all strategies. Bruce joined Impax in 1999 where he worked initially on venture capital investments before developing the listed equity business. Before joining Impax, Bruce worked as a utilities analyst at Bankers Trust and as an environmental consultant for Environmental Resources Management (ERM). Bruce has an MBA from IESE (Barcelona), an MSc in Environmental Technology from Imperial College and a degree in Chemistry from Oxford.  

Recent blog posts

Hubert Aarts

Co-Head of Listed Equities, Executive Director

Hubert is an Executive Director and Co-Head of Listed Equities, together with Bruce Jenkyn-Jones. He is also responsible as co-portfolio manager for Impax’s Leaders and Water strategies, as well as leading Impax’s macro-economic research process.

Hubert joined Impax in 2007 from Cambrian Capital Partners LLP, where he was a partner and portfolio manager of the Curalium fund and Incremental Leveraged hedge funds.

Having started his career in the investment industry in 1990, Hubert has extensive experience investing in Pan-European equities as a portfolio manager at MeesPierson and Merrill Lynch Investment Managers/BlackRock, where he chaired the European Sector Strategy Group.

He holds a Master’s degree in Economics and Business Administration from Maastricht University.

Recent blog posts

Daniel von Preyss

Head of Private Equity Infrastructure, Executive Director

Daniel joined Impax in 2009 and is heading the Impax Private Equity Infrastructure business. Daniel is a member of the investment committee.

He is both involved in investments and is Head of Asset Management. Daniel has significant business and senior transactional experience with blue chip companies within the energy and utility sectors. Prior to joining Impax he was responsible for Babcock & Brown’s Northern European infrastructure activities where he focused on regulated utilities, gas storage and broader power generation.

Prior to this, Daniel was Director of Corporate Finance for the European Energy and Utilities team at Deutsche Bank with a strong focus on M&A activity in Europe and a member of Citigroup’s Utilities team.

Lisa Beauvilain

Head of Sustainability & ESG, Executive Director

Lisa is responsible for the development and oversight of Impax’s Sustainability and Environmental, Social and Governance (ESG) analysis, including overseeing stewardship work in the Listed Equity team. She is the Chair of Impax’s ESG, Sustainability Lens and Environmental Committees and also Co-Heads Impax’s impact investment work.

Lisa joined Impax in 2010. She started working in the financial industry in 1999 and previously worked as an executive director in the Investment Management Division of Goldman Sachs in London. Lisa has also worked as an independent consultant, focusing on environmental policy research and analysis.

She is active within working groups and advisory councils relating to impact investing, water, governance and ESG standard setting with several external industry organisations.

Lisa has an MSc in Environment and Development from the London School of Economics as well as an MSc in Finance from the Hanken School of Economics, Finland.

Recent blog posts

Darren Johnson

Chief Operating Officer – Listed Equities, Executive Director

Darren Johnson is the Chief Operating Officer for Listed Equities and a member of the Executive Committee. Darren is responsible for global operations, including portfolio services, technology, project management and client onboarding. Since joining Impax in 2007, he has driven operational transformation, built teams and pioneered the company’s transition into cloud services to support rapid growth. Darren also serves as a Non-Executive Director of Impax Asset Management’s Irish subsidiary.

Darren is a prominent advocate of Diversity and BAME issues across financial markets, acting as an ambassador for Investment 20/20.

Prior to Impax, Darren was Head of Operations at Talisman Global Asset Management, a family office investing in Fund of Hedge Funds and Private Equity. Darren was responsible for designing and implementing accounting, operational, and performance procedures, including systems within the firm. He has also worked for RAB Capital, AXA IM, Mercers, and Legal & General in various senior investment, operational, and accounting positions.

David Richardson

Executive Director, Client Service & Business Development

David is an Executive Director, leading Client Service and Consultant Relations across Impax, as well as managing the Sales team in North America. David joined Impax in August 2012 from Global Energy Investors where he was a Managing Partner.

He previously co-founded and served for 22 years as Managing Director of Business Development at Dwight Asset Management Company (now part of Goldman Sachs Asset Management). Prior to Dwight, David headed Project Development at Mark Technologies Corporation and successfully led the financing and development of a number of large scale wind energy projects in the US. David received his BS in Mechanical Engineering from the University of California, is licensed as a Civil Engineer, and is a CFA® charterholder. David is a member of the Global Leadership Council and the Sustainable Investment Advisory Council of the World Resources Institute. He is also a member of the President’s Council for CERES.

Meg Brown

Executive Director, Marketing & Business Development

Meg heads up marketing across Impax and leads the London-based sales team covering UK, continental Europe and Asia. Meg also co-heads our impact investing work.

She has extensive experience in sustainable investing and research, having begun her career in 2002. As head of Citi’s top ranked Climate and Sustainable Investment Research team she worked with institutional and private clients across Europe on impact and responsible investment. Meg joined Impax in 2014 following a period as a consultant to private sector and not for profit clients in designing responsible investment strategies, including acting as the UK Liaison for the Global Impact Investing Network. Meg has a MSc in Environment and Development from the London School of Economics and is a non-executive director on the board of the Carbon Tracker Initiative.

Recent blog posts

5yrs of Impact @ Impax

This is the fifth year that Impax has published a report quantifying and disclosing the environmental benefit derived from our portfolio companies’ activities.

12 Jul 2019

Zack Wilson

Group General Counsel, Executive Director

Zack serves as Group General Counsel for Impax Asset Management Group plc and is also Company Secretary. Prior to joining Impax in 2011, Zack was Director & General Counsel for the investment management and corporate finance advisory group Development Capital Management.

Previously he was Corporate Counsel for Telewest Global Inc (renamed Virgin Media Inc), where he played a leading role in managing the successful execution of high profile transactions including the Group’s $10bn financial restructuring. Zack qualified as a solicitor at the global law firm Norton Rose, specialising in Corporate Finance. He holds a Master of Arts in Jurisprudence from Oxford University.

Julie Gorte, Ph.D.

Senior Vice President for Sustainable Investing

Julie Gorte is the Senior Vice President for Sustainable Investing at Impax Asset Management LLC and Pax World Funds. She oversees environmental, social and governance-related research on prospective and current investments as well as the firm’s shareholder engagement and public policy advocacy. Julie is also a member of the Impax Gender Analytics team.

Julie Gorte is Senior Vice President for Sustainable Investing at Impax Asset Management LLC, the North American division of Impax Asset Management Group and investment adviser to Pax World Funds. She oversees environmental, social and governance-related research on prospective and current investments as well as the firm’s shareholder engagement and public policy advocacy. Julie is also a member of the Impax Gender Analytics team.

Prior to joining the firm, Julie served as Vice President and Chief Social Investment Strategist at Calvert. Her experience before she joined the investment world in 1999 includes a various number of roles. Julie spent nearly 14 years as Senior Associate and Project Director at the Congressional Office of Technology Assessment. Additionally, she has held the roles of Vice President for Economic and Environmental Research at The Wilderness Society, and Program Manager for Technology Programs in the Environmental Protection Agency’s policy office and Senior Associate at the Northeast-Midwest Institute.

Julie serves on the boards of the Endangered Species Coalition, E4theFuture, Clean Production Action and is the board chair of the Sustainable Investments Institute.

Julie received a Ph.D. and Master of Science in resource economics from Michigan State University and a Bachelor of Science in forest management at Northern Arizona University.

Recent blog posts

The Financial Impact of Diversity

The relationship between diversity and financial performance is supported by literature that is expanding not only in depth, but in breadth, encompassing many more forms of diversity than gender alone, and expanding to many measures of corporate prosperity than just profits.

16 Jul 2020
Pax World Funds Investment Outlook: Third Quarter 2020

In this quarter’s commentary, we share perspectives on the rapid rebound in equities amid continued COVID-19 uncertainty, resiliency in sustainable investing and the sharper focus placed on sustainability as a result of the pandemic and uprising against racism.

13 Jul 2020

Steve Falci, CFA®

Chief Investment Officer, Executive Vice President

Steve Falci is Chief Investment Officer at Impax Asset Management LLC and Executive Vice President of Pax World Funds. Steve oversees the investment management of Pax World Funds, the development of fund strategy and the collaboration between investment analysis and environmental, social and governance-based research to enhance the firm’s sustainable investing strategy.

Steve Falci is Executive Vice President and Chief Investment Officer at Impax Asset Management LLC, the North American division of Impax Asset Management Group and investment adviser to Pax World Funds. Steve oversees the firm’s U.S.‑managed strategies, including U.S. equity, smart beta and fixed income strategies as well as the integration of ESG research into investment analysis.

Steve has more than 30 years of experience in investment management. Prior to joining the firm in 2014, he served as Head of Strategy Development, Sustainable Investments, at Kleinwort Benson Investors, where he provided strategic direction, product development and identification of new market opportunities in the sustainable investment business. Before that, Steve served as Chief Investment Officer of Equities at Calvert Group and was a Principal and Senior Portfolio Manager at Mellon Equity Associates.

Steve serves on the board of directors for the US Forum for Sustainable and Responsible Investment (US SIF). He also serves on the Investment Committee for Mercy Investment Services. Steve has a Master of Business Administration from the Stern School of Business at New York University, a Master of Arts from Pittsburgh Theological Seminary and a Bachelor of Science in economics. He is a CFA® charterholder.

Recent blog posts

Pax World Funds Investment Outlook: Third Quarter 2020

In this quarter’s commentary, we share perspectives on the rapid rebound in equities amid continued COVID-19 uncertainty, resiliency in sustainable investing and the sharper focus placed on sustainability as a result of the pandemic and uprising against racism.

13 Jul 2020
Pax World Funds Investment Outlook: Second Quarter 2020

In this quarter’s commentary, we cover the unprecedented market events of the first quarter and the continued economic uncertainty going forward due to the COVID-19 crisis. We also share perspective about how our investment discipline may help navigate elevated market volatility.

9 Apr 2020

Alicia DuBois

Chief Financial Officer

Alicia DuBois is Chief Financial Officer of Impax Asset Management LLC, formerly Pax World Management LLC, and Pax Ellevate Management LLC, as well as Treasurer of the Pax World Funds Series Trust I and Pax World Funds Series Trust III.

Alicia DuBois is Chief Financial Officer of Impax Asset Management LLC, the North American division of Impax Asset Management Group and investment adviser to Pax World Funds.

Alicia has been in the mutual fund industry since 1995 and with Impax since 2006. Prior to Impax she was Assistant Vice President of Mutual Fund Accounting and Administration for Lincoln National (formerly Jefferson Pilot Financial) and served as Assistant Treasurer for the Jefferson Pilot variable fund series. Before that she spent 14 years in public accounting.

Alicia is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants. She is an active member of the ICI small funds committee and serves as a member of the ICI accounting/treasurers Committee. She earned a Bachelor of Science in accounting from C.W. Post Center of Long Island University.