United StatesUnited States Institutional Investor

Sustainable Allocation Strategy

A multi-asset strategy that utilizes a dynamic, risk-focused asset allocation approach and diversifies across a broad range of Imax strategies.

Capital at risk. Past performance is not a reliable indicator of current or future results and should not be the sole factor of consideration when selecting a product or strategy.

Information regarding key risk considerations for this Impax strategy can be viewed here.

Overview

A risk balanced, globally diversified portfolio investing in Impax’s fund range supporting the transition to a more sustainable economy.

Globally diverse portfolio

A risk balanced, globally diversified portfolio investing across a range of Impax Funds in the US Equity, US Fixed Income, Developed International Equity and Global thematic strategies.

Dynamic asset allocation

Utilizes a dynamic asset allocation and risk-focused portfolio construction approach based on the portfolio managers’ view of overall market risk, economic data, earnings trends and relative market valuations.

Differentiated impact

Offers impact across a range of sustainability issues – from the environment to gender equality – through Corporate* and Issuer* Resilience Analysis within each underlying fund, compelling thematic strategies, direct high impact investments and engagement initiatives.

Investment Vehicles

School of tropical fish swimming toward the camera

Impax Sustainable Allocation Fund

A multi-asset strategy that utilizes a dynamic, risk-focused asset allocation approach and diversifies across a broad range of Imax strategies

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Portfolio Management Team

Anthony Trzcinka, CFA®

Senior Portfolio Manager

Anthony is a co-Portfolio Manager for the Impax Core Plus Bond strategy, the Portfolio Manager for the Impax Core Bond strategy and is also a member of the Multi-Asset Sustainable Allocation team. Tony has been managing multi-sector strategies for over two decades and has deep expertise in various sectors including corporate credits, structured products and impact bonds.

Prior to working at Impax, Tony spent three years as an Assistant Vice President at AEW Capital Management, a $90 billion Boston-based asset manager where he focused on analysis of public and private debt.

Tony is a CFA® Charterholder and a member of the CFA Society Boston. He has an MBA from Northeastern University and a bachelor’s degree from the University of Massachusetts Amherst.

Recent Insights

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Nathan Moser, CFA®

Senior Portfolio Manager

Nathan is a co-Portfolio Manager of the Impax US Small Cap strategy and a member of the Multi-Asset Sustainable Allocation team. He has been with Impax Asset Management since 2008.

Nathan previously worked in the portfolio management team at Citizens Funds where he initially joined as an analyst. He began his investment career at John Hancock Investment Management.

Nathan is a CFA® Charterholder and member of the CFA Institute. He also holds a bachelor’s degree in investment and economics from Babson College.

Authored Insights

Disrupting the inefficient healthcare system

World-leading innovation means the US is home to a breadth of exciting – and under-researched – smaller healthcare companies that are improving outcomes for patients and providers

22 February 2024

Peter Schwab, CFA®

Senior Portfolio Manager

Peter joined Impax Asset Management in 2015 and is a co- Portfolio Manager for the Impax Core Plus Bond strategy, a Portfolio Manager of the Impax US High Yield Bond strategy and is also a member of the Multi-Asset Sustainable Allocation team.

Peter started his career in 1996 as an investment associate at Putnam Investments, where he remained for two years, before attending business school. After an internship at Donaldson Lufkin & Jenrette in 1999, Peter joined Goldman Sachs Asset Management where he progressed to the role of Managing Director on the high yield bond and leveraged loan team.

Peter earned a bachelor’s degree in history and economics from Union College, and gained an MBA from Columbia Business School. He is a CFA® Charterholder and holds FINRA Series 7 and 63 registrations. Peter is also a member of the New York Society of Security Analysts and a registered representative of Foreside Financial Services

Recent Insights

Additional Insights

Kirsteen Morrison

Senior Portfolio Manager

Kirsteen is a co-Portfolio Manager of the Impax Global Opportunities strategy, as well as being a specialist in Financials and is a member of the Multi-Asset Sustainable Allocation team. Kirsteen has worked at Impax since 2009.

She began her career in the investment industry in 1987, investing in Asian equities at Royal London and then at Henderson Global Investors. She then worked for Odey Asset Management before joining JP Morgan. 

Kirsteen has an MA in Metallurgy and Science of Materials from Oxford.

Authored Insights

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Risk Warning

Capital at risk. The value of investments may go up or down and is not guaranteed.