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​PRESS RELEASES

Pennyfarthing Investment Management announces SRIgreen.com: a critical examination of the socially responsible mutual fund industry.  (March 18, 2008)

SRIgreen.com questions why the Pax World mutual funds are invested in AECOM Technology, an engineering and defense contractor?  (March 18, 2008)

War contractor AECOM Technology removed as a holding in the KLD 400 Social Index.  (May 30, 2008)
​
U.S. Securities and Exchange Commission censures and fines Pax World, now known as Impax Asset Management, determining Pax World failed to follow its own socially responsible investing policies.  The firm was led by Joe Keefe, its long-time president, retired January 2024.  (July 30, 2008)

Public comment on Massachusetts fee table rule: Pennyfarthing Investment Management advocates for increased transparency to help Massachusetts investors better evaluate investment advisers' fees.  (April 30, 2019)

Public comment on proposed U.S. Department of Labor corporate proxy voting rule that would require retirement plans either not to vote or to vote by default in favor of managements' recommendations: Pennyfarthing Investment Management advocates for robust shareholder democracy, in which corporate owners hold their companies accountable via responsible, informed, sustainable voting on environmental, social and governance issues.  (September 17, 2020)

Public comment on proposed U.S. Securities and Exchange Commission rule that would enhance Environmental, Social, and Governance Disclosures for Investment Advisers and Investment Companies.  (July 28, 2022)

​Schedule In-Office or Phone/Online Meeting (complimentary for advisory clients and no charge for initial consultations)

​Integrity.  In conversation.  Prudent values.

​© Pennyfarthing Investment Management, L.L.C.
Picture
Form ADV Part 2 disclosure brochure
and Form CRS written in plain English
​Table of Fees for Services
  • What We Do
    • Priorities
    • Design
    • Ethics
    • Strategy
    • Integrity
  • Impact Investing
  • What You Do
    • Investing 101
    • Resources
    • Glossary
    • Toolbox
    • my Penny Dashboard login
  • Build Your Savings
  • Newsletter
    • The Derailleur
    • Ford Focus Electric Blog
    • Press Releases
  • About
  • Contact Info
    • Address, Phone & Email
    • Directions