NATIXIS -2020 Universal Registration Document

2020 NON-FINANCIAL PERFORMANCE REPORT Business line contributions to green and sustainable growth

Natixis is also a confirmed leader in responsible company savings amount to more than €3.5 billion. With total assets of over plans in France with SRI-certified assets under custody with Natixis €8.9 billion, Natixis’ market share exceeds 25.5% in SRI and 27.2% in Interépargne amounting to €7.6 billion. Solidarity-certified funds solidarity investments in France.

Evolution of Natixis Interépargne solidarity and SRI company savings bookkeeping (1)

8.94

7.74

7.61

6.50

3.14 3.53

Total labeled company savings (€bn)

SRI-labeled company savings (€bn)

Finansol-labeled company savings (€bn)

2019

2020

The increase in outstandings is due to an acceleration in the distribution of these funds (by BPCE and partner distributors) in response to regulatory incentives (PACTE law), a greater appetite of clients for SRI funds and better performance of SRI funds. Natixis Interépargne’s savings inflows and Mirova’s portfolio management expertise combine to provide financing for sustainable and solidarity-basedprojects. Projects such as these are developed by investing in companies that strictly observe ESG criteria, or by allocating resources to entities in the social and solidarity-based economy.

Promoting responsible investment in its product offering being one of Natixis Interépargne’s strong commitments, the FCPE offering was supplemented in 2020 by two funds: the Selection Mirova Environnement fund, launched in June 2020, V which offers savers the opportunity to invest in European companies developing solutions to the challenges of the environmental transition (in line with a global warming scenario of up to 2°C) and participating in the program creating sustainable growth; the Selection ThematicsWater fund, launched in September 2020, V whose objective is to invest in companies in the water sector: supply, pollution control, infrastructure.

2020 KEY EVENT The Insertion Emplois Dynamique fund receives the “Relance” label

6

Mirova’s Insertion Emplois Dynamique fund, which was launched in 1994, was one of the first solidarity-based “90/10” funds dedicated to job creation in France. The solidarity allocation (10% of assets) finances structures with a positive social impact across the country in conjunction with France Active, while the equity allocation (90% of assets) has invested since 2014 in listed companiesplanning to create jobs in France over 3 years, based on analysis performed by Mirova.

This fund was awarded the “Relance” label launched in October 2020by the French Treasury: this label aims to direct French savings towards investmentvehicles that support the economic recovery plan unveiled by the French Government following the COVID-19 crisis. With €820 million under management at the end of September 2020,it is the largest fund to have received this label, without having to change its portfolio,which was already aligned with the requirements of the label.

Mirova manages €1.2 billion of solidarity assets undermanagement (2) .

Any fund that mentions a management policy under the label in question in its legal documentation is considered to be “labeled”. (1) Solidarity Funds (Mirova solidaire) and solidarity-based 90/10 funds. (2)

485

www.natixis.com

NATIXIS UNIVERSAL REGISTRATION DOCUMENT 2020

Made with FlippingBook Publishing Software