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Rating:A Fidelity Vet Joins SRI Shop Not Rated 0.0 Email Routing List Email & Route  Print Print
Thursday, March 13, 2008

A Fidelity Vet Joins SRI Shop

News summary by MFWire's editors

Keith Bernard has joined Pax World Management in the newly created role of senior vice president of sales and marketing. Bernard is a 15-year veteran of Fidelity investments, where he held a variety of sale roles. Bernard will be leading the charge at Pax to build out the retail, high-net worth and institutional market segments. Pax is best known for introducing the first socially responsible mutual fund in 1971.

Company Press Release

Pax World Management Corp., investment adviser to Pax World Funds (“Pax”), which launched the nation’s first socially responsible mutual fund in 1971, today announced that Keith D. Bernard has joined the firm in the newly created role of Senior Vice President of Sales and Marketing. With extensive financial services leadership experience, Bernard will lead the firm’s efforts to build out the retail, high-net worth and institutional market segments.

“Keith is an exciting addition to the Pax World team,” said Joe Keefe, Pax World president and CEO. “Pax World is experiencing strong growth as retail customers, advisors, and institutions come to recognize the benefits of sustainable investing. Keith’s expertise building and managing growth opportunities will help us meet increased client demand and capture additional assets under management.”

Before joining Pax World, Bernard spent the last 15 years at Fidelity Investments serving the retail, advisor, correspondent broker-dealer, and institutional markets in sales, marketing, and strategic business development roles.

“Sustainable investing has a broad and rapidly growing market appeal, and Pax World’s pioneering work and expanded product offerings give investors a range of options that are managed by top-notch investment talent,” Bernard said. “Pax is poised as a market leader and for growth, and I am thrilled to be a part of it.”


Pax World mutual funds, based in Portsmouth, New Hampshire, seek to invest in forward-thinking companies with sustainable business models. To identify those companies, Pax combines rigorous financial analysis with equally rigorous environmental, social and governance analysis. The result, it believes, is an increased level of scrutiny that helps it identify better-managed companies that are leaders in their industries; that meet positive standards of corporate responsibility; and that focus on the long term. Pax World avoids investing in companies that are significantly involved in the manufacture of weapons or weapons-related products, manufacture tobacco products, are involved in gambling as a main line of business, or engage in unethical business practices.

Pax World’s primary goal is to produce competitive returns for its investors. By integrating environmental, social and governance criteria – what it calls “sustainability” criteria – into its investment approach, the funds also seek to promote peace, protect the environment, advance equality and foster sustainable development.

For more information, visit www.paxworld.com

Before investing in a Pax World Funds, you should carefully consider the fund’s investment objectives, risks, charges and expenses. For this and other important information about the fund, please obtain a fund prospectus by calling 1-800-767-1729 or visiting www.paxworld.com. Please read it carefully before investing. Distributed by: PFPC Distributors, Inc. Member FINRA (03/08)

Edited by: Erin Kello

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