Questions Before Answers. Solutions Before Products.
Developing the right strategy starts with understanding what environmental, social, and governance (ESG) means to our clients. At Natixis Investment Managers, our approach to ESG begins with a deep dive into our client’s objectives. We work in a consultative approach to create a solutions-based approach to help meet them, drawing on the expertise of our 20+ independent asset managers.
The majority of our affiliated investment managers (Affiliates) are signatories to the Principles for Responsible Investment (PRI) and have incorporated ESG considerations into investment analysis and decision-making processes. 97% of our assets are managed by PRI signatories (PRI due diligence questionnaire, 2021).
By signing the PRI, these Affiliates commit to integrating ESG across their approach –into investment analysis and decision-making, as well as ownership policies and practices.
Overarching principles and expectations
We expect each Affiliate to integrate ESG into their investment decisions, act as active owners (where relevant) and report regularly on their strategies. We encourage our Affiliates to be active in sustainable and impact investment strategies.
A unique structure of specialized Affiliates
While most Affiliates offer ESG integration, some go a step further and offer sustainable or impact investment funds. Typically, these funds are based on positive screening or on themes focused on specific ESG issues, such as water management, job creation, smart cities or climate change.
An active approach to ownership and stewardship
We expect all Affiliates to act as active owners and our Affiliates regularly vote on more than 87% of their AUM1. Additionally, as a group we take part in multi-lateral initiatives. Through these initiatives, we can advance issues of concern to the whole investment industry, such as climate change.
Take a Deeper Dive Into the Evolving Landscape of ESG
Your objectives. Our solutions.
We offer a wide range of strategies to address different objectives, including values alignment, impact, outperformance, regulatory compliance, and risk management.
1 Internal data aggregated at Natixis Investment Managers level and weighted by AUM. 2 Approach to ESG integration varies by Affiliate. ESG integration doesn’t necessarily imply that investment vehicles also seek to generate a positive ESG impact.
Generally, “we” or “us” mentioned above refer collectively to Natixis Investment Managers and Affiliates (though context may differ).
This material is provided for informational purposes only and should not be construed as investment advice.
The achievement of the extra-financial investment objectives is based on the results of the assumptions made by the relevant investment manager. By using ESG criteria in the investment policy, the relevant fund’s objective would in particular be to better manage sustainability risk.
All investing involves risk, including the risk of loss. Before investing, consider the fund’s investment objectives, risks, charges, and expenses.
ESG criteria may be generated using the investment manager’s proprietary models, third party models and data or a combination of both. The assessment criteria may change over time or vary depending on the sector or industry in which the relevant issuer operates. Applying ESG criteria to the investment process may lead the investment manager to invest in or exclude securities for non-financial reasons, irrespective of market opportunities available. ESG data received from third parties may be incomplete, inaccurate or unavailable from time to time. As a result, there is a risk that the investment manager may incorrectly assess a security or issuer, resulting in the incorrect direct or indirect inclusion or exclusion of a security in the portfolio of a fund. Please refer to the fund prospectus and the corporate website of the relevant investment manager for more information on the ESG assessment methodology of the fund.