We selected the Natixis Sustainable Future Funds® so our employees could have a simple and easy-to-understand 401(k) option that seeks to provide strong investment returns. In the two quarters following the introduction of the funds, plan participation grew by 75% and contributions increased by 228%.
~ Phil Jordan
Vice President, BW Research
“The Covid-19 pandemic had an enormous impact on the US economy and labor market,” Jordan points out. “The crisis poured jet fuel on many of the changes already under way. Increasingly, employees want to see that executive leadership and governance structures exist, and that equity is a top priority at their employer.”
In large part due to the nature of its work, BW Research is committed to social, economic and environmental equity. So for its 401(k) plan, the firm was looking for funds that were easy to understand and provided strong returns – but that would also allow employees to invest in companies making positive progress on social and environmental issues.
In July 2018, BW Research selected the Natixis Sustainable Future Funds, an ESG-focused target date family, for its 401(k) plan. According to Phil Jordan, “The effect on employees was almost immediate. In the two quarters following the introduction of the funds, plan participation grew by 75% – and contributions increased by 228%."
“I’d have to say that this response was consistent with our research,” Jordan noted. “Offering these funds to our employees was a way to put some of our survey findings into practice. It's a source of pride for our organization, and we reference the funds as a proof point when we discuss our firm's commitment to social, economic, and environmental equity.”
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