Impax Asset Management Share Discussion Threads

[cookie dough] 21/5/2019 11:20

Really interesting. Thanks Rob.

[wirralowl] 21/5/2019 11:17

Thanks for the insight, Robsy2. Exciting stuff and good to hear they intend moving into new areas such as forestry. Intrigued by the potential new dividend policy too...

[robsy2] 21/5/2019 10:16

I caught up with Impax at the mello event. Ian Simm confirmed that 'the pipeline is looking very strong' at Impax. They are picking up big mandates on a global basis nowadays as "specialists in the transition to a more sustainable global economy".

They are pretty much the worlds leading green asset manager with 20 years specalisation. the operation is very scaleable and he doesn't see any inmediate capacity restraints.
They are moving into new sectors as the sustainable enconomy gets traction so they can find investments not just in waste and water but alos property , new energy, sustainable food and forestry.
PAX is going ok-ish and is integrating well though they have suffered small net outflows.
No further acquisitions planned.They have excess capital on the B/S so will be announcing a new div policy with , I imagine, higher payouts and /or special divs.

This is a good story going forward and remains a great way to get exposure to some important themes.
Best
R2

[dan hol] 09/5/2019 08:42

correction. £467m!

[dan hol] 09/5/2019 08:40

A cool new £427m for April - and more news around about climate change than you can throw a stick at. Go IPX.

[sharesoc] 29/4/2019 10:53

You can meet the managers of Impax at the Mello Trust and Funds Show. We all have discounted tickets available from ShareSoc, full members get an originally £49 ticket for the reduced price of £24.50 -

[edmonda] 09/4/2019 18:18

after yesterday's reported Q2 surge in assets under management, an updated research report from Equity Development now available.

Freely accessible here :

[newtothisgame3] 09/4/2019 02:54

Impax Asset Management (#IPX) gained £529m in new inflows during the first three months of the year, which together with £1.17bn in market and currency-related movements, Shares were up 2 per cent in early trading. Buy

[cookie dough] 08/4/2019 21:57

You're right Topvest I'm doing them an injustice. Held here for about 2 years and it has been a great stock.

[topvest] 08/4/2019 21:47

I wouldn't say "slow and steady". Growth has been accelerating at Impax for the last 2/3 years. Long may it continue. As I've said, their niche is a sweet spot at the moment, and they are one of the frontrunners.

[cookie dough] 08/4/2019 20:53

Ha ha Topvest...it's not the kind of stock you need to keep an eye on. Slow and steady solid growth.

[topvest] 08/4/2019 18:01

Good to see a BB with no interest. Always a good sign!

[dan hol] 08/4/2019 13:40

Yes indeed. And who knows, maybe Pax will properly pull their finger out next quarter!

[topvest] 08/4/2019 07:53

A fantastic AUM update this morning. £13.25bn AUM. Even PAX World seeing positive net flows (just!).

£529m net inflows

£1,168m market movements.

[topvest] 16/3/2019 16:24

Yes, that looks a good new mandate. Well spotted. Impax are certainly in a very sweet spot with their proposition. The hard work of the last 20 years is paying off!

[dan hol] 16/3/2019 10:21

Big new client win for IPX

hxxps://www.ipe.com/news/esg/five-managers-to-run-1bn-public-pension-sustainable-equity-mandate/www.ipe.com/news/esg/five-managers-to-run-1bn-public-pension-sustainable-equity-mandate/10030096.fullarticle

[dan hol] 15/3/2019 11:31

wonderful read for fans of impax

[davidosh] 10/3/2019 14:51

Just to let you all know that Impax will be exhibiting and presenting at the Mello2019 event on 16th/17th May



They will almost certainly be doing two presentations so one in the morning and one afternoon.

More info and tickets here...

[dan hol] 07/3/2019 10:51

AGM also today - hope to pick up some more snippets there.

[topvest] 07/3/2019 09:40

Excellent news!

[dan hol] 07/3/2019 09:12

AUM up 600m in one month (Feb). And AUM total now hit all time high of 12.7bn. That's our Impax.

[dan hol] 05/3/2019 16:36

Joe Keefe of Pax, predicting $30bn AUM within 3 years

hxxps://www.barrons.com/articles/another-reason-to-be-wary-of-index-funds-51551794400

[sirrux] 13/2/2019 09:35

Interesting yo yo moves in the share price, does the 'New Green Deal' mean anything for this or are we all destined to choke on Trump's fumes? Lol.

[robsy2] 08/2/2019 11:05

It’s certainly come a long way. It is astonishing to think that the 560m Aum increase is ten times the total aum they managed when i first bought stock.
R2