Investing for a Better World
The first ESG-driven target date mutual funds – designed to help plan participants invest for the future with purpose.
There appears to be a sea change happening in retirement investing today. The sustainable investing wave is strengthening – among companies, individual investors, plan participants and Millennials.
- 85% of companies on the S&P 500 are reporting on sustainability today.*
- 79% of clients want sustainable investing in their portfolio.*
- 71% of Millennials say they are likely to increase plan contributions if their investments were doing social good.**
- 75% of retirement plan participants say it’s important to make the world a better place while growing their personal assets.***
** Source: Defined Contribution Plan Participant Survey conducted by CoreData Research, August 2016. Survey included 951 US workers, 651 being plan participants and 300 being non-participants.
*** Source: 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. 503 respondents were Millennials (age 23-38), 249 were Gen X (age 39-54), and 248 were Baby Boomers (age 55-73).
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.