It’s not just about hugging trees and saving the planet. We are capitalists as well as environmentalists at Shelton Group. We believe if we can help corporate America see the business value in sustainability, then they’ll keep doing it.

~ Suzanne Shelton
Founder and CEO

According to Suzanne Shelton, Founder and CEO of Shelton Group, “being able to offer the Natixis Sustainable Future Funds to our employees sends a message that this isn’t just a new business development thing we do to get a few clients in the door. This is how we live, these are our values, this is what we believe in.”

Shelton Group is the nation’s leading market and communications firm focused exclusively on sustainability since 2005. Its corporate mission is to provide a market advantage for companies and organizations that are creating a sustainable future. And that means practicing what they preach.

At the office, recycling, reducing the carbon footprint and focusing on sustainability are standard operating procedure for the Knoxville, TN marketing firm. But up until a few years ago, these values weren’t reflected in the company’s retirement plan. Suzanne Shelton explains, “We were looking for sustainable 401(k) plan investments that aligned with our mission -– and we challenged our retirement plan advisor to find a solution.”

Sustainable Results
In 2017, their advisor recommended the Natixis Sustainable Future Funds, an ESG-focused target date family. Shelton Group added the funds as the Qualified Default Investment Alternative (QDIA) in their 401(k) plan in 2017. And they’ve made a difference …
“Using the Natixis Sustainable Future Funds as our QDIA has played a big role in improving the amount employees are investing,” she noted recently. “Prior to using the funds, the average contribution rate was 4.7%. As of December, the average deferral was 7.8% -- that’s a 66% increase.”

~ Kendra Forsythe
VP of Finance & Operations

It’s also made the 401(k) discussion (which can be a fairly dry topic) more interesting and personal, she points out. “It makes the idea of investing more attractive to our employees. We view it as a retention tool.”
The views and opinions expressed are those of Shelton Group and may not be the views of other plan sponsors. Their views may change at any time based on market and other conditions. The experience of Shelton Group may not be representative of the experience of others, and the views shared by Shelton Group are no guarantee of future performance or success.

Before investing, consider the fund’s investment objectives, risks, charges, and expenses. Visit im.natixis.com or call 800-862-4863 for a prospectus or a summary prospectus containing this and other information. Read it carefully.

The Funds are designed for investors who will be age 65 around the year indicated in each Fund’s name. When choosing a Fund, investors who anticipate retiring significantly earlier or later than age 65 may want to select a Fund closer to their anticipated retirement year. Besides age, there may be other considerations relevant to fund selection, including personal circumstances, risk tolerance and specific investment goals.

Each fund’s asset allocation becomes increasingly conservative as it approaches the target date and beyond. Allocations may deviate plus or minus 10% from their targeted percentages. Investments in the Funds are subject to the risks of the underlying funds and separately managed segments. 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. Investments in the Funds are subject to the risks of the underlying funds and separately managed segments.

The Fund’s ESG investment approach could cause the Fund to perform differently compared to funds that do not have such an approach or compared to the market as a whole. The Fund’s application of ESG-related considerations may affect the Fund’s exposure to certain issuers, industries, sectors, style factors or other characteristics and may impact the relative performance of the Fund—positively or negatively – depending on the relative performance of such investments.

Natixis 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 Investment Managers. Member FINRA | SIPC

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