What Do I Get Out of ESG Investing?
What is ESG? It stands for not only ethical factors used to measure a company's Environmental, Social and Governance (ESG) impact, but also a powerful investment tool.
Environmental, social and governance (ESG) investing – it’s about wisdom and smart choices. It’s about strategies aimed at managing risk, uncovering opportunities, meeting mandates, and reaching financial goals. At Natixis Investment Managers, our approach to ESG begins with a deep dive into our clients’ objectives. We work with clients to create a solutions-based approach to help meet them, drawing on the expertise of our 20+ independent asset managers.
Unique Structure with Specialized Affiliates
Our multi-affiliate approach offers unique access to ESG investing solutions to match our clients' needs according to their ESG journey.
You’re invited to explore our offerings, from fixed income, global equity, and custom indexing to ESG investments in retirement plans.
Today’s Complex ESG Landscape
ESG isn’t a singular problem. And it won’t be solved with a singular approach. One thing is clear: As ESG gains momentum around the world, investors of all kinds are paying attention. And for good reason. We believe sustainable investing in the US will continue to grow at a healthy pace.
Assets in sustainable investments have grown in recent years
Source: USSIF Report on US Sustainable and Impact Investing Trends 2020
Research Shows that Demand for ESG Investing is Front and Center for Investors
Research from the Natixis Center for Investor Insight reveals that interest in responsible investing is growing every year — and there's growing evidence that investors are paying attention. As investors warm up to the potential of ESG, our research takes a deep dive into 5 key questions.
Individuals, professional investors and
institutions all see the value in ESG
ESG Investing Can Work in Theory. And in Action.
Sustainable Funds Drove Employee Participation in Company’s 401(k).
In 2017, Shelton Group was looking for a 401(k) plan investment that aligned with the company’s mission. Working with their financial advisor, they added the Natixis Sustainable Future Funds® as a Qualified Default Investment Alternative (QDIA) in July 2017.*
Investing for Sustainability or Better Returns? ESG Investing Can Potentially Mean Both.
Perhaps one of the most pervasive myths about ESG strategies is that investors can either invest sustainably, or seek competitive returns over time — but not both. However, many managers today view ESG and sustainability factors as pathways to idea generation and risk management that have the potential to result in better financial outcomes for clients.
Take a look at the following hypothetical comparison of an ESG-focused equity index against its traditional counterpart index.
Hypothetical growth of $10,000 (9/2007—4/2021)
Source: MPI Stylus/Morningstar (9/30/2007—3/31/2021)
Past performance is no guarantee of, and not necessarily indicative of, future results. For Illustrative Purposes Only. Not indicative of an investible product or strategy. You may not invest directly in an index. The MSCI ACWI ESG Leaders Index is a capitalization weighted index that provides exposure to companies with high Environmental, Social and Governance (ESG) performance relative to their sector peers. MSCI ACWI ESG Leaders Index consists of large and mid-cap companies across Developed Markets (DM) and Emerging Markets (EM) countries. The Index is designed for investors seeking a broad, diversified sustainability benchmark with relatively low tracking error to the underlying equity market. The index is a member of the MSCI ESG Leaders Index series. Constituent selection is based on data from MSCI ESG Research. The MSCI ACWI Index, MSCI’s flagship global equity index, is designed to represent performance of the full opportunity set of large- and mid-cap stocks across developed and emerging markets. The index is built using MSCI’s Global Investable Market Index (GIMI) methodology, which is designed to take into account variations reflecting conditions across regions, market cap sizes, sectors, style segments and combinations.
Sophisticated ESG Products and Solutions5
No matter what your approach to ESG investing, we have a solution to help you achieve your clients' goals.
Let Us Help You Put ESG to Work for You
Learn more about how our ESG solutions can help build long-term sustainable returns.
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 universe of investments may be limited and investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. This could have a negative impact on an investor’s overall performance depending on whether such investments are in or out of favor.
Before investing, consider the fund’s investment objectives, risks, charges, and expenses. You may obtain a prospectus or a summary prospectus on our website containing this and other information. Read it carefully.
* The experience of the Shelton Group may not be representative of the experiences of all investors and is not indicative of future performance or success.
1 Natixis Investment Managers, Survey of US Defined Contribution Plan Participants conducted by CoreData Research, January and February 2019. Survey included 1,000 US workers, 700 being plan participants and 300 being non-participants. Of the 1,000 respondents, 503 were Millennials (age 23-38), 249 were Gen X (age 39-54) and 248 were Baby Boomers (age 55-73).
2 Natixis Investment Managers 2021 Global Fund Selector Outlook, conducted by CoreData Research in November and December 2020. Survey included 400 respondents in 23 countries.
4 Natixis Investment Managers 2021 Global Fund Selector Outlook, conducted by CoreData Research in November and December 2020. Survey included 400 respondents in 23 countries.