Joe Keefe, Noted Sustainable Investing Expert, Keynotes Oct. 9 Luncheon, San Francisco

SAN FRANCISCO - Sept. 21, 2015 - PRLog -- Integrē Wealth Management, a financial services group of Raymond James & Associates, Inc., is pleased to announce that Joe Keefe, President and Chief Executive Officer of Pax World Funds and an expert in the field of sustainable investing, is the featured speaker at a noon luncheon, Friday, October 9, at The City Club of San Francisco, 155 Sansome Street, San Francisco.

His presentation, "Investing with Intention," is designed for both novice and experienced investors who are interested in aligning their investments with their values—investors who believe that how they invest their money does matter and that, as investors, they can have a positive impact on the world.

Keefe is a nationally acclaimed speaker and author whose focus on fully integrating environmental, social, and governance factors—ESG factors—into investment management makes him a highly recognized leader in financial circles. ESG considerations have developed as the three central factors in measuring the sustainability and ethical impact of an investment—as a set of standards that concern socially conscious investors, such as a company's carbon footprint, workforce diversity, and compensation gaps between executives and workers.

In a May 2014 Ensia magazine interview, Keefe said, "People increasingly want to align their investments with their values, younger investors and women investors in particular. There’s a strong argument that can be made that aligning your investments with your values, investing in a way that’s more focused on producing positive social and environmental outcomes, can also be a smarter investment strategy."

Keefe will make the case for ESG investing and dispel the myth that investing in companies that “do good” requires investors to give up performance. He will argue that intelligent investing now requires factoring in a company’s positive impact on the world, its community, and its employees—that investors can do well while doing good.

Keefe will discuss the what and why of sustainable investing and his conviction that it’s not only the right thing to do, but also the smart thing to do—from the perspective of performance as well as principle. He will discuss:

• the definition and history of ESG;

• trends in socially responsible investing;

• stock performances of ESG-friendly companies;

• examples of businesses leading the movement toward ESG investing.

While there is no charge for attending, interested parties must register to reserve a seat. Please RSVP to Ila Dela Merced at ila.delamerced@raymondjames.com, or 925.952.5259.

Contact:

Mary S. Brooks, CFP®, Wealth Management Specialist

Founder, Integrē Wealth Management, Managing Director, Raymond James & Associates, Inc.

mary.s.brooks@raymondjames.com, 925.952.5258

Joe Keefe, President & CEO, Pax World Management LLC

Joe Keefe has written and spoken widely on the subjects of sustainable investing and women’s empowerment. He is co-chair of the Leadership Group for the Women’s Empowerment Principles, a joint program of the United Nation Global Compact and UN Women; and a member of the steering committee of the Global Initiative for Sustainability Ratings. Mr. Keefe was named by Ethispere Magazine as one of the “100 Most Influential People in Business Ethics” in 2007, 2008, and 2011. In 2012, he was recognized by Women’s eNews as one of the “21 Leaders of the 21st Century,” where he was the sole male honoree; and in 2014, Mr. Keefe was honored at the United Nations as one of five recipients of the Women’s Empowerment Principles Leadership Award. At Pax World Management, Mr. Keefe leads a team of 54 people managing 11 funds with total assets of approximately $3.5 billion. Visit www.paxworld.com for more information.

Pax World Management LLC

Pax World is a leader in sustainable investing, the full integration of environmental, social and governance (ESG) factors into investment analysis, security selection, portfolio construction and risk management. Pax World combines rigorous ESG analysis with equally rigorous financial analysis in seeking to identify better-managed, industry leading companies that meet positive corporate responsibility standards, have a clear vision for managing risk, and are focused on delivering long-term value to shareholders. Pax World launched the first socially responsible mutual fund in 1971 and today offers a family of mutual funds including ESG Managers® Portfolios, multi-manager asset allocation portfolios powered by Morningstar Associates, LLC.

Integrē Wealth Management

Founded in 2009 by Mary S. Brooks, CFP®, a wealth management specialist and managing director with Raymond James & Associates, Inc., Integrē Wealth Management offers true wealth management by taking a consultative, team-based approach to financial services that examines all aspects of a client’s financial life. Through an understanding of the client’s whole life, the Integrē team is able to align the client’s investments with the client’s values. Integrē offers both comprehensive financial planning and investment consulting toward the goals of wealth enhancement, wealth protection, and wealth transfer, with a specialty in executive compensation planning. Integrē is a leader in sustainable and responsible investing with an Environmental, Social, and Governance (ESG) arm, and proactively conducts research and analysis into companies that are influenced by these issues. Integrē Wealth Management’s relationship with Raymond James benefits clients by leveraging the expertise, tools, and resources of the multinational financial services firm. Visit www.raymondjames.com/integrewm/ for more information.