Investing for a Better World

The first ESG-driven target date mutual funds - designed to help plan participants invest for the future with purpose.

Eight out of ten plan participants want their investments to reflect their values.1 Interest in sustainable investing runs strong for these investors, and more than six in ten agreed they would be more likely to contribute or increase their contributions to their retirement plan if they knew their investments were doing social good.1 To solve for this growing demand, Natixis has developed the Natixis Sustainable Future FundsSM – target date funds designed to serve as a qualified default investment alternative (QDIA) for plan sponsors.

 


1 Natixis Investment Managers, Survey of Defined Contribution Plan Participants compiled by CoreData Research, July 2016. Survey included 991 individuals in the US with access to a workplace defined contribution retirement savings plan. Respondents included 661 active participants and 300 non-participants.

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.

Before investing, consider the fund's investment objectives, risks, charges, and expenses. You may obtain a prospectus or a summary prospectus containing this and other information. Read it carefully.

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