Natixis Sustainable Future Funds
A target date family that considers environmental, social, and governance (ESG) factors in the investment process.
Chris Sharpe, portfolio manager for the Natixis Sustainable Future Funds, discusses his investment management experience and the growing popularity of target date funds.
- Target date funds have become the dominant investment option in 401(k) and other retirement plans.
- Research has shown that including sustainable factors in investment analysis may help enhance returns and mitigate risks.
- Incorporating ESG investment considerations into target date funds is a relatively new development, bringing the best of both worlds together.
The views and opinions expressed may change based on market and other conditions. There can be no assurance that developments will transpire as forecasted. Actual results may vary.
Investing involves risk, including the risk of 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 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.
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.
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 SIPC.
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Past performance is no guarantee of, and not necessarily indicative of, future results.