Marketing communication. Please refer to the prospectus of the fund and to the KIID before making any final investment decisions.

*The management company of these sub-funds is Natixis Investment Managers International and the delegated investment manager is Seeyond.

A new step in ESG development at Seeyond...

Published on July 27th 2022  Products  
Winter in... Coming?

Written on July, 1st 2022

  

Since July 1, 2022, these two flagship funds from Seeyond’s MinVol product range are managed by integrating ESG and have received the French SRI Label1: the proprietary MinVol strategy2 applied to the funds now considers Environmental, Social and Governance criteria when selecting securities and constructing portfolios3. This requirement regarding ESG considerations aims to meet two objectives:

  • Limit exposure to high ESG risks by applying specific exclusion criteria
  • Favor the securities with the highest ESG ratings by integrating ESG criteria into the overall risk analysis of securities

With the Sustainable MinVol approach, Seeyond seeks to propose an investment strategy with a clear purpose: limit the financial as well as extra-financial risk of the equities in the portfolio at different steps:

Applying Seeyond’s exclusion policies that reflect the company's principles and standards in terms of Responsible Investment
Excluding the worst-rated issuers in terms of ESG criteria
Integrating ESG criteria when analyzing and assessing issuers
Applying a responsible voting policy and collaborative engagement4

As of July 1, 2022, Seeyond has 8 SRI Equity funds totaling EUR 2.9 billion in assets under management, managed using proprietary Minimum Volatility5 and Factor Investing6 approaches, incorporating ESG criteria into security selection and portfolio construction.

For more information, read the full announcement

Seeyond Europe Sustainable MinVol is exposed to the following risks: Capital loss, Equity securities, Small and Mid Capitalization Companies, Exchange rates, Geographic and Portfolio concentration, Financial Derivatives Instruments, Counterparty, Changes in laws and/or regimes, Sustainability Risks, ESG driven investments.
Seeyond Global Sustainable MinVol is exposed to the following risks: Capital loss, Equity securities, Small and Mid Capitalization Companies, Emerging Markets, Stock Connect, Exchange rates, Geographic and Portfolio concentration, Financial Derivatives Instruments, Counterparty, Changes in laws and/or regimes, Sustainability Risks, ESG driven investments.

[1] The SRI Label was created in 2016 by the French Economy and Finance Ministry, with the aim of enabling investors to identify investment funds with a robust socially responsible investment (SRI) methodology, resulting in measurable and concrete results. For more information: www.lelabelisr.fr.
[2] Equities are selected based on their risk profiles with the aim of reducing portfolio volatility* and optimizing the potential of risk-adjusted return.
*measures the extent of changes in the price of any given financial asset. It serves as a parameter for quantifying the risk a financial asset. When volatility is high, the expectation of gain is generally higher, but so is the risk of loss.
[3] The Funds are subject to sustainability risks as defined in the Regulation 2019/2088 (article 2(22)) by environmental, social or governance event or condition that, if it occurs, could cause an actual or a potential material negative impact on the value of the investment. More information on the framework related to the incorporation of sustainability risks can be found on the website of the Management Company and the Delegated Investment Manager. These funds promote environmental or social characteristics but do not have as their objective a sustainable investment. They might invest partially in assets that have a sustainable objective, for instance qualified as sustainable according to the EU classification. The Reference index does not intend to be consistent with the environmental or social characteristics promoted by the fund.
[4] Interactions between investors (e.g. a management company) and issuers (e.g. companies), with the aim of improving practices in relation to ESG issues, sustainability or transparency. Engagement can be done on an individual (direct dialog between the investor and the company) or collaborative (as part of a group) basis.
[5] Source : Seeyond, as 01/07/2022
[6] Exposure to equity markets through an active allocation according to characteristics of the securities such as performance over time, volatility, valuation, etc.