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Video transcription: Socially Responsible Investing (SRI)

Meeting with Hervé Guez Head of Extra-financial Research, Natixis Asset Management

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economics
markets
finance
sustainable development
experts' views

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How would you define SRI management in simple terms?

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Hervé Guez Head of Extra-financial Research, Natixis Asset Management

[Hervé Guez]

« Socially Responsible Investing (SRI) is the application of the concept of sustainable development to investing. More concretely, for corporate investment decisions, SRI means taking into account not only financial profiles, but also environmental, social and governance practices. We call these “ESG” criteria. »

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What is Natixis Asset Management’s SRI policy?

[Hervé Guez]

« We have opted for SRI management based on values. We therefore have a team of 10 extra-financial analysts specialized in ESG issues. These specialists inform management teams of the challenges specific to each economic sector and provide company-by-company evaluations based on the three pillars of ESG.

Using these analyses, the SRI management teams select the values they will invest in from among a group of ESG-eligible companies. This management based on values can, in certain cases, lead to strong sectorial bias compared to traditional management. This means that we favor companies that offer sustainable development solutions and penalize those that are a part of the problem. Of course, we also consider the practices that have been put into place, sector by sector, and we do not have a dogmatic approach for the various issues, but neither do we ignore them. »

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How is this approach applied?

[Hervé Guez]

« We have applied this approach to all asset classes (stocks, bonds, monetary products) through the funds offered in the Impact range.

Since 1984 and the launch of our first SRI fund, our leadership has been based, above all, on our ability to innovate. A perfect illustration of this came two years ago with the launch of our Impact Climate Change expertise, which aims to incorporate climate change issues into asset management. More recently, we adapted this approach to emerging countries.

In addition, because our approach is designed to be committed but also highly rigorous, we decided to create a committee of international experts from various backgrounds and complementary fields, who will offer us insight into the specific challenges related to climate change. »

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What does the future hold for SRI management?

[Hervé Guez]

« The idea that we can consider only financial criteria when investing is now obsolete. At Natixis Asset Management, we are absolutely convinced that including ESG criteria in investment decisions is a key trend, and more and more of our clients share this belief. »

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Copyright Natixis 2011

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Legal information

This video is intended for professional clients.

It may not be used for any purpose other than that for which it was conceived and may not be copied, diffused or communicated to third parties in part or in whole without the prior written authorization of Natixis Asset Management.

None of the information contained in this video should be interpreted as having any contractual value. This video is produced purely for the purposes of providing indicative information. It constitutes a presentation conceived and created by Natixis Asset Management from sources that it regards as reliable.

Natixis Asset Management reserves the right to modify the information presented in this video at any time without notice and particularly the information concerning the description of the management processes which does not in any way constitute a commitment on behalf of Natixis Asset Management.

Impact Funds Climate Change and Impact Funds Climate Change Emerging Markets are sub-funds of the Luxembourg SICAV Natixis International Funds (Lux) I. These sub-funds are authorized for sale in France. The funds mentioned are not registered or authorized in all jurisdictions and may not be available to all investors in a jurisdiction. The investment manager of these sub-funds is Natixis Asset Management.

The risks and costs related to the investment in a fund are described in the fund’s prospectus/key information document. The prospectus/key information document and the periodical reports are available on request from Natixis Asset Management. Potential subscribers must be in possession of a copy of the prospectus/key information document before making any subscription.

The figures given refer to previous years. Past performance is a not a reliable indicator of future performance.

Under Natixis Asset Management’s social responsibility policy, and in accordance with the treaties signed by the French government, the funds directly managed by Natixis Asset Management do not invest in any company that manufactures sells or stocks anti-personnel mines and cluster bombs.

Natixis Asset Management
Registered Office: 21 quai d’Austerlitz
75 634 Paris Cedex 13
Tel. +33 1 78 40 80 00
Limited Liability Company, Share Capital 50 434 604,76 euros
Regulated by AMF under n°GP 90-009
RCS Number 329 450 738 Paris
www.am.natixis.com