Retirement Plan Participants Speak up for Sustainable Funds
Learn why one plan participant chose a sustainable target date fund in his 401(k) plan.
I will actually contribute more money towards my own 401(k) knowing that I'm doing so in a responsible way
- Mike Twardy, Account Supervisor, Shelton GroupAs the nation’s leading marketing communications firm exclusively focused on sustainability, the Shelton Group has adopted the industry’s first ESG-driven target date mutual fund series into their employee 401(k) plan.
Renewable energy, lower carbon emissions, water management, pollution control
Labor practices, human rights, data protection, selling practices, corporate supply chains
Board makeup, corruption policies, auditing structure
Selecting the Right Fund
The Natixis Sustainable Future Funds® are a family of ten funds with target dates out to 2060. They’re designed to help investors build a nest egg for a specific date in the future when they plan to retire. Just choose the fund with the year closest to when you think you will start withdrawing your savings – usually around age 65.
Choose a Target Date
Natixis Sustainable Future Funds® : 10 Target Dates
|Natixis Sustainable Future 2015 Fund®|
|Natixis Sustainable Future 2020 Fund®|
|Natixis Sustainable Future 2025 Fund®|
|Natixis Sustainable Future 2030 Fund®|
|Natixis Sustainable Future 2035 Fund®|
Find Your Target Date Fund
When do you want to retire*?
Your target fund is:
Asset Allocation Glidepath
* 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.
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.
The first ESG-driven target date mutual funds - designed to help plan participants invest for the future with purpose.
Environmental, social and governance funds can provide new ways to appeal to retirement plan sponsors and participants.
Investor motivations, perceptions, and knowledge gaps that may influence the state of California’s green bond market.
Our Natixis retirement specialists can help you fit the Natixis Sustainable Future Funds® into your plan offerings.
Please call (800) 862-4863Contact Us To Learn More
Investments in the Funds are subject to the risks of the underlying funds and separately managed segments.
1 Mirova operates in the US through Natixis Investment Managers.
2 Loomis, Sayles & Company, L.P. is not an advisor or subadvisor to the Natixis Sustainable Future FundsSM but manages underlying mutual funds that are part of the Funds’ fixed income allocation.
3 Active indexing refers to a type of investment management where a portfolio manager bases the portfolio's initial investment proportions according to a specific benchmark index in which the manager is attempting to track, and then actively adds or subtracts security positions for tax management or other client-specific purposes.
Natixis Distribution, L.P. does not provide legal advice. Please consult with a legal professional prior to making any investing decision.
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.