Menu

from portfolio consideration
1 © 2021 Morningstar, Inc. Global Sustainable Fund Flows: Q4 2020 in Review. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; (3) does not constitute investment advice offered by Morningstar; and (4) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. Use of information from Morningstar does not necessarily constitute agreement by Morningstar, Inc. of any investment philosophy or strategy presented in this publication. Reproduced with permission.

2 Natixis Investment Managers, Global Survey of Institutional Investors (2019 Outlook) conducted by CoreData Research in October and November 2018. Survey included 500 institutional investors in 28 countries.

3 Natixis Investment Managers, Global Survey of Institutional Investors (2021 Outlook) conducted by CoreData Research in October and November 2020. Survey included 500 institutional investors in 29 countries.

4 Natixis Investment Managers, Global Survey of Institutional Investors (2020 Outlook) conducted by CoreData Research in October and November 2019. Survey included 500 institutional investors in 29 countries.

5 Natixis Investment Managers, Global Survey of Professional Fund Buyers (2019 Outlook) conducted by CoreData Research in October and November 2018. Survey included 200 respondents in 22 countries.

6 Natixis Investment Managers, Global Survey of Professional Fund Buyers (2021 Outlook) conducted by CoreData Research in November and December 2020. Survey included 400 respondents in 23 countries.

7 Natixis Investment Managers, Global Survey of Financial Professionals, conducted by CoreData Research in March-April 2020. Survey included 2,700 financial professionals across 16 countries.

8 Natixis Investment Managers, Global Survey of Institutional Investors conducted by CoreData Research, December 2014. Survey included 642 institutional investors in 27 countries.

9 Natixis Investment Managers, Global Survey of Institutional Investors conducted by CoreData Research, October 2015. Survey included 660 institutional investors in 29 countries.

10 Natixis Investment Managers, Global Survey of Individual Investors conducted by CoreData Research, August 2018. Survey included 9,100 investors in 25 countries.

11 Natixis Investment Managers, Global Survey of Professional Fund Buyers (2020 Outlook) conducted by CoreData Research in October and November 2019. Survey included 400 respondents in 23 countries.

12 Sustainalytics is the leading independent global provider of ESG and corporate governance research and ratings to investors.

13 The MSCI ESG Universal Index Family is the latest in a suite of MSCI Indexes and tools designed to help institutional investors globally integrate ESG into their investment decision-making processes.

14 The Morningstar Sustainability Rating™ for funds allows investors to understand how the companies in their portfolios are managing their environmental, social, and governance – or ESG – risks relative to their peers. This rating is built to enable advisors and investors to directly compare companies across industries, and a refined design aims to make it easier to use as they make investment decisions.

15 Barron's Top 100 Most Sustainable U.S. Companies was compiled by Calvert Research and Management, based on hundreds of metrics that address environmental, social, and corporate governance, or ESG, factors.

16 Natixis Investment Managers, Global Survey of Individual Investors conducted by CoreData Research, February-March 2019. Survey included 9,100 investors from 25 countries.

The data shown represents the opinion of those surveyed, and may change based on market and other conditions. It should not be construed as investment advice.

This material is provided for informational purposes only and should not be construed as investment advice. The views and opinions expressed are as of April 2021 and may change based on market and other conditions. There can be no assurance that developments will transpire as forecasted, and actual results may vary.

All investing involves risk, including the risk of loss. No investment strategy or risk management technique can guarantee return or eliminate risk in all market environments. Investment risk exists with equity, fixed income, and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided.

Alpha is a measure of the difference between a portfolio's actual returns and its expected performance, given its level of systematic market risk. A positive alpha indicates outperformance and negative alpha indicates underperformance relative to the portfolio's level of systematic risk.

Diversification does not guarantee a profit or protect against a loss.

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 the 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.

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.

3511545.1.2


Related Articles

Watch
2021 Global Retirement Index

The 2021 Natixis Global Retirement Index examines the factors that drive retirement security and provides a comparison tool for best practices in retirement policy.

DC Getting Busy with Climate Risk Regulation in Finance

With climate change risk a top focus for the Biden administration, Government Relations specialist Susan Olson outlines legislation and regulations under way.

  • August 18, 2021
Natixis Investment Managers’ Stance on ESG in Retirement Plans

Natixis Investment Managers recently urged the DOL to consider five key points related to ESG investing in retirement plans.

  • July 28, 2021
Gen Z: Who Else?

Jens Peers, CFA, CEO, and CIO, Mirova US elaborates on the Generation Z and identifies key characteristics and trends, he also highlights some possible scenarios how it may impact other generations going forward.