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Kelly CoyneVice PresidentGlobal Women’s Strategies at Impax Asset Management LLC andPax Ellevate Management LLCLinkedIn: https://www.linkedin.com/in/kelly-coyne-293b5826/ 

Kelly is responsible for national sales and marketing initiatives related to the Pax Ellevate Global Women’s Leadership Fund.

She also helps financial advisors build their practices and better engage and serve the next generation of clients through the firm’s Millennials & Money practice management initiative.

Kelly joined the firm in 2014, bringing with her several years of sales and client service experience within the mutual fund industry at Eaton Vance Corporation and F-Squared Investments.

Kelly earned a Bachelor of Arts degree in Human Rights from Trinity College. She holds the Financial Industry Regulatory Authority (FINRA) Series 6, 63 and 65 registrations. She is a registered representative of ALPS Distributors, Inc.

In this episode, we discuss:

  • The power of networking and how it landed her where she is today 
  • The research that shows 3 or more women on boards has the most positive business results 
  • The Harvard study which produced some eye-opening results 
  • Being a millennial in the finance space and the challenges she has faced 
  • The huge shift in the last few years in impact investing 
  • Talking about something “new” in a world used to doing a lot of the same
  • The new conversations happening when people want to align their portfolios 
  • Her thoughts on being a woman in finance and some of the misconceptions 

Kelly Coyne is a registered representative of ALPS Distributors, Inc.

The top 10 holdings of the Pax Ellevate Global Women’s Leadership Fund as of 5/31/19 are as follows: Microsoft Corp. 4.2%; American Water Works Co. Inc. 2.1%; Ulta Beauty, Inc. 2.0%; Estee Lauder Cos, Inc., The, Class A 2.0%; Intuit, Inc. 2.0%; Principal Financial Group, Inc. 1.9%; Canadian Utilities, Ltd, Class A 1.8%; Viacom Inc., Class B 1.8%; Wolters Kluwer NV 1.7%; Cisco Systems, Inc. 1.7%. Holdings are subject to change.

The Impax Global Women’s Leadership Index is a customized market-weighted index consisting of equity securities of issuers organized or operating in countries around the world that demonstrate a commitment to advancing and empowering women through gender diversity on their boards, in management and through other policies and programs, and an understanding of the potential business advantages associated with greater gender diversity, as rated by Impax World Gender Analytics. In addition, the companies comprising the Index meet certain environmental, social and governance (ESG) or sustainability thresholds, as rated by MSCI ESG Research. One cannot invest directly in an index.

Investing involves risk, including loss of principal. You should consider a fund’s investment objectives, risks, and charges and expenses carefully before investing. For this and other information, call 800.767.1729 or visit www.paxworld.com for a fund prospectus and read it carefully before investing.

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