Impax Asset Management
"Impax Asset Management are investment innovators recognizing that the environmental challenges of our times can also be viewed through the lenses of business opportunities. What we like best about this resource optimization mandate is the versatility it can offer clients. From an environmental solution to an infrastructure play it also provides an alternative to the resource sector; many clients will find this fund a great diversifier for their portfolio."
- Daniel Solomon, Chief Investment Officer, NEI Investments
Founded in 1998, Impax Asset Management Ltd. is an institutional asset manager with specialist expertise in the areas of resource efficiency and environmental markets. Their investment discipline is routed in a multidisciplinary team approach built out of an extensive global network of offices in New York, London, Hong Kong and Portland, Oregon.
Impax Asset Management is focused on emerging global investment opportunities in rapidly expanding sustainable investment markets.
The Impax Asset Management investment approach is forward looking and based on a sustainable outlook for the global economy that centers around resource optimization. Powerful undercurrents of increasing populations, pollution and finite resources require optimal use of resources moving forward. This will drive long-term business innovation and global investment opportunities.
Impax employs a Growth at a Reasonable Price (GARP) bottom up stock selection process. It begins with a proprietary resource optimization screen of the sustainable global investment universe. Quantitative financial metrics scoring, qualitative business assessment and an integrated ESG process are all utilized to uncover global stocks with long-term intrinsic value. A robust 10 step due diligence analysis ensure s high conviction stocks that are positioned to benefit from the favorable policy environment and potential performance drivers, such as M&A activity. Top down macro views for sustainable sectors and sub-sectors direct portfolio weightings.
|Name||Lead Managers||Inception Date||Category||Morningstar Profile|
|NEI Environmental Leaders Fund||Hubert Aarts
|2016-01-11||Global Equity||A F P PF|
Mr. Bruce Jenkyn-Jones is a Co-Portfolio Manager for the NEI Environmental Leaders Fund and is a Managing Director and Head of the Listed Equity team overseeing Impax's listed equity strategies. Mr. Jenkyn-Jones is responsible for the development of the investment process, research and team development. He also has an active role in the day to day management of all Impax listed equity portfolios and serves as co-Portfolio Manager for Impax's Specialists, Leaders, Water and Global Opportunities strategies. He joined Impax in 1999 where he worked initially on venture capital investments before developing the listed equity business.
Mr. Hubert Aarts is a Co-Portfolio Manager for the NEI Environmental Leaders Fund and is a Senior Portfolio Manager, Managing Director overseeing Impax's Leaders and Water Strategies. Mr. Aarts serves as co-Portfolio Manager for Impax's Leaders and Water Strategies and also leads Impax's macro-economic research process. He joined Impax in January 2007 and started his career in the investment industry in 1990. He has extensive experience investing in Pan-European equities as a portfolio manager at MeesPierson and Merrill Lynch Investment Managers, where he chaired the European Sector Strategy Group. Mr. Aarts joined Impax from Cambrian Capital Partners LLP where he was a partner and portfolio manager of the Curalium fund, and Incremental Leveraged hedge funds.