Building Back Better: Improving Portfolio Resiliency in the Wake of COVID-19 [Advisor Webcast]

By Julie Gorte, Ph.D. David Loehwing Chris Rooney
1st June 2020

In this webinar, Julie Gorte, Ph.D., SVP for Sustainable Investing, and David Loehwing, VP for Sustainable Investing, provide examples of companies’ immediate reactions to the coronavirus pandemic and how they relate to key ESG issues. Julie and David also discuss how these and future actions could impact companies’ resilience as we recover from the crisis.

Download video:
Building Back Better: Improving Portfolio Resiliency in the Wake of COVID-19 .mp4 file (132 MB)

For institutional communication only.

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Julie Gorte, Ph.D.

Senior Vice President for Sustainable Investing

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.

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David Loehwing, VP for Sustainable Investing, Pax World Funds

David Loehwing

Vice President, Sustainable Investing

David Loehwing is Vice President of Sustainable Investing at Impax Asset Management LLC, the North American division of Impax Asset Management Group and investment adviser to Pax World Funds.

He is responsible for environmental, social and governance-related research on prospective and current investments, and he leads the construction and management of the Impax Sustainability Score. He is also a member of the Impax Gender Analytics Team.

David has worked in sustainable investing since 1998. Before joining Impax in 2007, he served as Senior Social Research Analyst at Citizens Advisers and as a Senior Account Manager at the Investor Responsibility Research Center. He is a former member of the Evangelical Lutheran Church in America (ELCA) Advisory Committee on Corporate Social Responsibility and the Sustainable Investment Research Analyst Network’s steering committee.

David is a graduate of Bowdoin College.

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Chris Rooney

Vice President, Intermediary Business Development

Chris Rooney is Vice President of Intermediary Business Development at Impax Asset Management LLC, the North American division of Impax Asset Management Group and investment adviser to Pax World Funds.

He leads the firm’s distribution and business development efforts in the intermediary marketplace.

Prior to joining Impax, Chris worked as a Sales Representative at John Hancock. He holds the FINRA Series 6, 7 and 63 registrations, is a Certified Investment Management Analyst (CIMA®) and a member of the Investment Management Consultants Association (IMCA), and he is a registered representative of Foreside Financial Services, LLC.

Chris earned his Bachelor of Science from the Whittemore School of Business and Economics at the University of New Hampshire.

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