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Natixis Global Asset Management Launches Industry's First ESG Target-Date FundsNatixis Global Asset Management today launched the industry's first target-date retirement savings solution that focuses on environmental, social and governance (ESG) investing. The Natixis Sustainable Future Funds include ten funds with vintages ranging every five years from 2015 to 2060. The Funds select securities based on ESG criteria with respect to issues such as fair labor, anti-corruption, human rights, fair business practices and mitigation of environmental impact, and will seek a diversified portfolio of investments that contribute to a more sustainable future. This Smart News Release features multimedia. View the full release here: http://www.businesswire.com/news/home/20170228005470/en/ Natixis research has shown that people want their investments to reflect their personal values, as indicated by 82% of respondents in the firm's 2016 Global Survey of Individual Investors.1 For plan sponsors looking to encourage savings, Natixis findings show that six in ten respondents (62%) would be more likely to contribute or increase contributions to their retirement plan if they knew their investments were doing social good. Moreover, the Natixis 2016 Retirement Plan Participant Study2 found that nearly three-quarters of respondents (74%) would like to see more socially responsible investments in their retirement plan offerings and most (78%) believe it is important to make the world a better place while growing their personal assets. "Our research shows that most people want to align their investments with their personal values, and we're thrilled to introduce a retirement option that allows participants to invest in a more meaningful way," said David Giunta, President and CEO for the U.S. and Canada. "This offering provides workers who want to make a difference with the option to invest in companies that are committed to sustainable business practices." "American workers are undoubtedly challenged to save enough for retirement," said Ed Farrington, Natixis' Executive Vice President for Retirement Strategies. "Our research tells us that individuals would save more in their retirement accounts if their investments had a positive social or environmental effect on the world. People want to know their investments are doing good while also helping them meet their retirement goals." The Funds are advised by NGAM Advisors, L.P. and sub-advised by Natixis Asset Management U.S., LLC (Natixis AM U.S.). Among other investment constituents, the Funds will incorporate equity and fixed-income allocations that leverage the ESG expertise of Mirova, operated in the U.S. through Natixis AM U.S., which has managed responsible investment solutions for almost 30 years.3 Natixis also has selected Wilshire Associates Incorporated as a sub-adviser to provide glide path design and portfolio allocation services. Visit ngam.natixis.com/us/natixis-sustainable-future-funds for more information.
Important Considerations Principal invested is not guaranteed against losses. It is possible to lose money by investing in the Funds, including at and after the Funds' target date. Diversification does not guarantee a profit or protect against a loss. Risks: <>Equity securities are volatile and can decline significantly in response to broad market and economic conditions. Fixed-income securities may carry one or more of the following risks: credit, interest rate (as interest rates rise bond prices usually fall), inflation and liquidity. Sustainable investing focuses on investments in companies that relate to certain sustainable development themes and demonstrate adherence to environmental, social and governance (ESG) practices, therefore each Fund's universe of investments may be reduced. It may sell a security when it could be disadvantageous to do so or forgo opportunities in certain companies, industries, sectors or countries. This could have a negative impact on performance depending on whether such investments are in or out of favor. Foreign and emerging market securities may be subject to greater political, economic, environmental, credit, currency and information risks. Foreign securities may be subject to higher volatility than U.S. securities, due to varying degrees of regulation and limited liquidity. These risks are magnified in emerging markets. Mortgage-related and asset-backed securities are subject to the risks of the mortgages and assets underlying the securities. Other related risks include prepayment risk, which is the risk that the securities may be prepaid, potentially resulting in the reinvestment of the prepaid amounts into securities with lower yields. Inflation protected securities move with the rate of inflation and carry the risk that in deflationary conditions (when inflation is negative) the value of the bond may decrease. Multi-manager funds may be managed by several sub-advisers using different styles which may not always complement each other. This could adversely affect performance and may lead to higher fund expenses. Before investing, consider the funds' investment objectives, risks, charges, and expenses. Visit ngam.natixis.com or call (800) 225-5478 for a prospectus or a summary prospectus containing this and other information. Read it carefully. NGAM Distribution, L.P. is a limited purpose broker-dealer and the distributor of various registered investment companies for which advisory services are provided by affiliates of Natixis Global Asset Management, S.A. Member SIPC.
About Mirova
About Natixis Asset Management U.S., LLC and Mirova
About Natixis Global Asset Management Natixis is ranked among the world's largest asset management firms.4 Uniting over 20 specialized investment managers globally ($877.1 billion AUM5), we bring a diverse range of solutions tailored to meet every strategic challenge. From insight to action, Natixis helps our clients better serve their own with more durable portfolios. Headquartered in Paris and Boston, Natixis Global Asset Management, S.A.'s assets under management totaled $877.1 billion as of December 31, 2016.5 Natixis Global Asset Management, S.A. is part of Natixis. Listed on the Paris Stock Exchange, Natixis is a subsidiary of BPCE, the second-largest banking group in France. Natixis Global Asset Management, S.A.'s affiliated investment management firms and distribution and service groups include Active Index AdvisorsSM;6 AEW Capital Management; AEW Europe; AlphaSimplex Group; Axeltis; Darius Capital Partners; DNCA Investments;7 Dorval Asset Management;8 Emerise;9 Gateway (News - Alert) Investment Advisers; H2O Asset Management;8 Harris Associates; IDFC Asset Management Company; Loomis, Sayles & Company; Managed Portfolio Advisors®;6 McDonnell Investment Management; Mirova;10 Natixis Asset Management; Ossiam; Seeyond;10 Vaughan Nelson Investment Management; Vega Investment Managers; and Natixis Global Asset Management Private Equity, which includes Seventure Partners, Naxicap Partners, Alliance Entreprendre, Euro Private Equity, Caspian Private Equity and Eagle Asia Partners. Not all offerings available in every jurisdiction.
About Wilshire Associates Incorporated
1 Natixis Global Asset Management, 2016 Global
Survey of Individual Investors compiled by CoreData Research, February
2016. Survey included 7.100 investors in 22 countries of which 750 were
in the U.S. 1719208.1.1 MMFOT103 View source version on businesswire.com: http://www.businesswire.com/news/home/20170228005470/en/ |