Impax U.S. Sustainable Economy Fund Q4 2025 Commentary

Impax Asset Management18 FollowersFollow5ShareSavePlay(18min)CommentsSummaryImpax US Sustainable Economy Fund is a systematic strategy investing in US large cap companies we believe are positioned to benefit from the transition to a more sustainable economy.The US Sustainable Economy portfolio outperformed the Russell 1000 benchmark during the quarter.US equity markets, as measured by the Russell 1000, ended the quarter modestly higher. We Are/DigitalVision via Getty Images Performance The US Sustainable Economy portfolio outperformed the Russell 1000 benchmark during the quarter. Excess returns were driven by a combination of sustainability tilts, and stock specific effects, with style factors marginally detracting. Sector and industry, which are an This article was written byImpax Asset Management18 FollowersFollowFounded in 1998, Impax is a specialist asset manager investing in the opportunities arising from the transition to a more sustainable global economy. Impax believes that capital markets will be shaped profoundly by global sustainability challenges, including climate change, pollution and essential investments in human capital, infrastructure and resource efficiency. These trends will drive growth for well-positioned companies and create risks for those unable or unwilling to adapt. Impax offers a well-rounded suite of investment solutions spanning multiple asset classes seeking strong risk-adjusted returns over the medium to long term. Impax manages funds and accounts in five areas: actively managed long-only equity, fixed income, systematic equities, multi asset, and new energy infrastructure. Impax has offices in the United Kingdom, the United States, Ireland, Denmark, Hong Kong and Japan, approximately £36.9 billion in assets under management and has one of the investment management sector’s largest investment teams dedicated to sustainable development. Note: This account is not managed or monitored by Impax, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use Impax's official channels.