Is it ok to ask

“What do I get out of ESG?”

Actually it’s imperative.

LET’S

TALK

ESG

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.

Ready to Talk? Let's Start the Conversation.

Why choose us as a partner?

Unique multi-affiliate structure

 

The majority of our affiliates has a different way of integrating ESG — this diversity helps us match the expertise of our affiliates with the needs and objectives of our clients

Specialized capabilities

 

We offer a single point of access to over 20 high-conviction investment managers with expertise and capabilities across a wide range of regions, themes and asset classes

Flexible partner

 

We start with a deep dive into clients' objectives to develop a tailor-made, solutions-based approach to match their specific needs

Active owners

 

We are active owners which means we actively exercise the rights of our clients as shareholders through dialogue, engagement and voting

A clear commitment across the group

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

Research & Reports

Everyone’s on the bandwagon, but where’s it actually going?

Learn more

Tools & Services: ESG Portfolio Clarity

A bespoke portfolio assessment service

Learn more

Investor Education

Mega Trends: What themes will define the Decade?

Learn more

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.

ESG Investing Solutions

Better World or Better Returns? Yes.

Investing in ESG doesn’t have to mean choosing between profit and personal values. We have a range of strategies designed to help you achieve them.

ESG can be both a means — and an end

Active
ownership

Best-in-class
selection

ESG
integration

Exclusionary
screening

Involves entering into a dialogue with companies on ESG issues and exercising both ownership rights and voice to effect change.

Prefers companies with better prospects of or improving ESG performance relative to sector peers.

Refers to strategies2 that integrate ESG factors into fundamental analysis to pursue alpha and manage risk, or may use sustainable themes to identify investment opportunities. Certain ESG strategies may also seek to exclude specific types of investments.

Refers to avoiding securities of companies or countries on the basis of traditional moral values and standards and norms.

Understanding Today's ESG - Glossary of Terminology
(expandable)

ESG (environmental, social, governance) is widely used in the investment industry to describe three types of non-financial factors that may affect the financial performance of a company or a security:

  • Environmental may include factors related to renewable energy, lower carbon emissions, water management, pollution control and other ecological concerns.
  • Social considerations may relate to labor practices, human rights, corporate social responsibility, data protection, selling practices or corporate supply chains.
  • Governance issues can include the composition of boards of directors, corruption policies, auditing structure, executive pay or shareholder rights.

Active ownership involves entering into a dialogue with companies on ESG issues and exercising both ownership rights and voice to effect change.

Best-in-class selection prefers companies with better prospects of or improving ESG performance relative to sector peers.

ESG integration refers to strategies that integrate ESG factors into fundamental analysis to pursue alpha and manage risk, or may use sustainable themes to identify investment opportunities. Certain ESG strategies may also seek to exclude specific types of investments.

Exclusionary screening refers to avoiding securities of companies or countries on the basis of traditional moral values and standards and norms.

Thematic investing refers to investing that is based on trends, such as social, industrial, and demographic trends.

Let’s Start the Conversation

Explore how ESG strategies can help uncover new opportunities, manage risks, and create the potential for better outcomes in portfolios.

Ready to Talk? Contact Us.

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.

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