Investing for a Better World

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

75% of retirement plan participants say it's important to make the world a better place while growing their personal assets.
~ 2019 DC Plan Participant Survey*

The Natixis Sustainable Future Funds® are designed for retirement investors who want to generate sustainable long-term returns. The Funds combine a sophisticated “through retirement” allocation glidepath with a focus on ESG investing. They are also intended to be suitable as a QDIA (qualified default investment alternative) for ERISA plans.

While there are many paths to sustainable investing, we believe these three approaches are most appropriate for retirement plan investors:

  • ESG integration – Actively includes ESG risks and opportunities as part of fundamental investment analysis
  • Positive/best-in-class – Favors investment in sectors, companies or projects based on positive ESG performance relative to industry peers
  • Sustainability themed investing – Selects assets that align with single or multiple sustainability themes

The Natixis Sustainable Future Funds® incorporate all three approaches.


Fund Management

The Funds’ broadly diversified portfolios are managed by a proven team, using a variety of active and passive investment strategies from experienced managers:

  • Positive screened/best-in-class ESG equity index strategies, managed by Active Index Advisors®
  • ESG integration equity strategies, managed by Harris Associates and Loomis, Sayles & Company
  • ESG integration fixed income strategies, managed by Loomis, Sayles & Company
  • Thematic equity and fixed income strategies, managed by Mirova

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.


ASSET ALLOCATION GLIDEPATH – To and through retirement

To help investors prepare for lengthy retirements, the asset allocation focuses on building and retaining assets to – and through – the designated retirement date.
 

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.


Contact Us

Our Natixis retirement specialists can help you fit the Natixis Sustainable Future Funds® into your plan offerings. 

Follow us on Twitter @NatixisIM and join the conversation about ESG and retirement planning using the hashtags #GenerationSave and #RetireResponsibly.

Please call   (800) 862-4863

Contact Us to Learn More