BOSTON–(COMMERCIAL THREAD) – Natixis Investment Managers (Natixis) today announced its partnership with the National Association of Plan Advisors (NAPA) to launch NAPA’s new certificate program designed to train pension advisors on how to evaluate investments in the environmental, social and governance (ESG) fields. In recent years, more and more investment professionals are integrating ESG data into their investment process, and plan participants show a strong preference for sustainable, responsible or ESG choices. Indeed, according to the Natixis 2019 survey on defined contribution plans, 61% of pension plan members say that ESG investments would make them more likely to contribute to their plan.
The NAPA ESG Investing for 401 (k) Plan Advisors Certificate Program is a three-hour, self-paced online course, divided into three interactive modules. They cover the fundamentals of ESG, the process of evaluating these options, and how to share this information with plan sponsors, members and prospects. The program is specifically designed to provide pension advisors with the knowledge to help employers manage their ERISA fiduciary obligations by assessing the prudence of an ESG investment.
Natixis is also the exclusive sponsor of the ESG (k) Bootcamp at the NAPA 401 (k) Summit in Las Vegas, Nevada from September 12 to 14, 2021. Participating pension advisors are eligible to participate in an ESG (k) of three hours. Certificate Bootcamp, Sunday September 12, and get their certificate at no additional cost, courtesy of Natixis Investment Managers.
“The role of ESG in the transition to a cleaner economy and in moving society towards more equity and celebration of diversity is extremely important, but there are also valuable financial benefits for ESG. in pension plans. ESG considerations can provide a solid investment framework for identifying risk and the potential for one-off returns, ”said Ed Farrington, Executive Vice President, Institutional and Retirement at Natixis Investment Managers. “We are delighted to partner with NAPA in this meaningful new certificate program for plan advisors, helping them understand the critical role ESG can play in pension plans.
“There have been significant regulatory and legislative changes in recent months, alongside a growing sense that these options are of increasing importance to pension plan savers,” noted Brian Graff, CEO of the American Retirement Association and CEO of NAPA. “With this certificate program, we are pleased to be able to provide additional clarity and appreciation on the importance of prudent valuation of these options in the pension market, and appreciate the support of partners such as Natixis Investment Managers in its development and distribution. ”
The opinions expressed should not be interpreted as investment advice.
Any investment involves risk, including the risk of loss. No investment strategy or risk management technique can guarantee return or eliminate risk in all market environments.
About Natixis Investment Managers
Natixis Investment Managers offers finance professionals more relevant means of building portfolios. Drawing on the expertise of more than 20 specialist investment managers around the world, we apply active thinking® providing proactive solutions that help clients achieve better results in all markets. Natixis Investment Managers ranks among the largest asset management companies in the world1 with over $ 1.3 trillion in assets under management2 (€ 1,152.8 billion).
Based in Paris and Boston, Natixis Investment Managers is a subsidiary of Natixis. Listed on the Paris Stock Exchange, Natixis is a subsidiary of BPCE, the second largest French banking group. Investment management companies affiliated with Natixis Investment Managers include AEW; Alliance Entreprendre; AlphaSimplex Group; DNCA Investments;3 Dorval asset management; Flexstone Partners; Gateway investment advisers; Harris Associates; Investors Mutual Limited; Loomis, Sayles & Company; Mirova; MV Credit; Naxicap Partners; Ossiam; Ostrum asset management; Seeyond; Seventure Partners; Thematic asset management; Vauban Infrastructure Partners; Vaughan Nelson Investment Management; the investment managers of Vega;4 and WCM Investment Management. In addition, investment solutions are offered through Natixis Investment Managers Solutions, and Natixis Advisors offers other investment services through its AIA and MPA divisions. Not all offers are available in all jurisdictions. For more information, please visit the Natixis Investment Managers website at im.natixis.com | LinkedIn: linkedin.com/company/natixis-investment-managers.
Natixis Investment Managers’ distribution and service groups include Natixis Distribution, LP, a limited-purpose brokerage and the distributor of various investment companies registered in the United States for which advisory services are provided by affiliates of Natixis. Investment Managers, Natixis Investment Managers SA (Luxembourg), Natixis Investment Managers International (France) and their affiliated distribution and service entities in Europe and Asia.
1 Cerulli Quantitative Update: Global Markets 2020 ranked Natixis Investment Managers 17th among the world’s largest asset managers based on assets under management as of December 31, 2019.
2 Assets under management (“AUM”) as at March 31, 2021 amounted to $ 1,354.8 billion. Assets under management, as reported, may include notional assets, assets under management, gross assets, assets of affiliated entities owned by minority interests and other types of unregulated assets managed or managed by affiliates. at Natixis Investment Managers. Excluding H2O Asset Management.
3 A brand of DNCA Finance.
4 100% subsidiary of Natixis Wealth Management.
NAPA was created by and for pension advisors. Membership is also open to other professionals in the retirement industry who support the interests of plan advisors. NAPA is the only advocacy group focused exclusively on issues of importance to pension advisors. NAPA is part of the ARA, based in the Washington, DC area. More information about NAPA is available at napa-net.org.