ESG Investing

The energy, industry, buildings and transport sectors together currently account for three quarters of global greenhouse gas emissions, with mobility alone representing no less than 24% of CO2 emissions caused by energy combustion.

Rapid evolution in sustainable buildings raises the bar for property investors.

Essential, profitable, tangible, mature: all these features explain the growing interest of institutional investors in green infrastructures.

Amid the clamour for everything ESG today, asset managers, investors and advisors need to decide what they are genuinely trying to achieve.

Resilience is enhanced with infrastructure debt instruments.

In this Clear Path Analysis report, Mirova expert elaborates on how the pandemic crisis may energise infrastructure and where are the opportunities in next generation energy infrastructure.

Global rule-making for sustainable investments is expanding and converging.

Over the past decade, economic losses from natural disasters averaged $150 billion a year. Investors can’t ignore the effects of climate change any longer.

Investors regularly engage with the companies they invest in. But does this engagement work?

In Europe, companies, investors and regulators have embraced responsible investment. By contrast, the US has been seen as a laggard.

Worldwide, the shortfall in funding for the UN Sustainable Development Goals (SDGs) runs into trillions of dollars. It’s clear more needs to be done.

Investment opportunities in the energy transition are no longer limited to the mature solar and wind segments.

Ostrum AM has taken a closer look at this market to assess its features, opportunities and limitations of this new product.

Ostrum Private Debt Real Asset team looks into the impacts of the COVID-19 crisis on the renewable sector.

Core ESG equity portfolios can outperform both ESG benchmarks and financial indices.

Despite regulatory changes relating to ESG and Impact Investing, Trustees are still none the wiser about how to account for climate change in their scheme’s SIPs.

In the face of coronavirus lockdown and resulting economic malaise, multiple data shows the sustainability sector is outperforming the wider market. Yet not all ESG investment managers are the same. Many continue to invest in poor ESG-rated industries while others do not – and some strategies are therefore proving to be more resilient.

Whether voluntarily or in response to regulation, investors are increasingly looking at the links between their portfolios and climate change. So far, there is no clear consensus as to how to perform such evaluations.

Ostrum Private Debt Real Assets team looks into the direct and indirect impacts of the COVID-19 crisis on the infrastructure sector.

Can you combine Artificial Intelligence (AI) and environmental, social and governance (ESG) investing? This question was at the core of a fascinating debate between two AI experts: Dr Luc Julia and Dr Carmine de Franco.

Jens Peers explains how divestment from conventional resources and business models, must also be accompanied with strategies for investment into sustainable solutions for the future.

The purpose of this paper is to highlight the growing threat of natural disasters to human safety and explore how technological innovation and adaptation are enabling an effective response.

The Schumpeterian concept of Creative Destruction is alive and well and the waves of innovation are becoming both faster and more violent, especially those backed by large-scale social movements such as climate change.

Clear Path Analysis invited Christian del Valle, Managing Director at Mirova Natural Capital, to a panel discussion on Impact investing and its drivers.

An insightful approach to ESG investing may require deeper analysis of societal trends and business fundamentals.

Individuals and professionals say ESG investing can help them align assets with personal values—and has the potential to drive real results

There is a growing consensus that educating and employing larger numbers of women can lead to economic growth.

Strong case for including non-financial information in investment decisions.

How computing power can extract alpha from complex ESG data

How to source stable, long-term cashflows from infrastructure debt with a strong ESG focus

In the annual CDP Europe Awards, Climetrics awarded ten investment funds for their outstanding climate performance.

The Water and Waste sector is central to the development of a sustainable management for natural resources, both at environmental and social levels

The deterioration of the world’s oceans is becoming a global debate.

Aligning Economy with Ecology

The European Commission has launched its action plan to channel the capital held by institutional investors and the savings of private citizens towards a sustainable economy.

Insurance companies called upon to keep pace with the energy transition.

Only climate-conscious, active management investment strategies are fit for a 2°C world.

Discover the analysis of Philippe Zaouati, CEO of Mirova and Chair of Finance For Tomorrow.

In fulfillment of the article 173 of the French energy transition law.

Mirova's comment on the IPBES report on the state of land degradation around the world.

Renewable energy is one of the fastest growing segment within the infrastructure market.

Four key insights on Golden State residents and green bonds.

VIDEO (3’19) – Gautier Quéru, Director of the Land Degradation Neutrality Fund Project at Mirova

VIDEO (4’18) – Raphael Lance, Head of Renewable Energy Funds at Mirova

Mirova's analysis of HLEG recommendations.

Responsible Investment Research

As a nascent but promising market, conservation finance could offer diversified opportunities for institutional investors while fighting global land degradation and deforestation.

An interview with Mirova's CIO.

On top of favoring sustainable development, broadband networks are true infrastructure investment opportunities.

The carbon footprint of the major equity indices exceeds the +2°C objective of the Paris Climate Agreement (COP 21).

Comments on US withdrawal from Paris climate agreement.

In fulfillment of the article 173 of the French energy transition law.

French institutional investors are bound by the Energy transition law to take action.

Institutional investors embrace risk in pursuit of better returns and yield, finds Natixis Global Asset Management Survey.

Allocations to infrastructure assets are rising fast, so specialist skills are required to maintain outperformance and manage risk.

Forces outside of Trump's influence may continue to drive development of clean energy in the US.

Mirova discusses market standards and the lack of a regulatory body for Green Bonds.

Rapid growth of green bonds shows that investors are seizing the opportunity to drive energy transition.

Insurers need innovative investment strategies in response to regulation and low yields.

Improved assessment of carbon impact could spur ESG investment and drive innovation.

Mirova's insights on COP21's conclusions.

Investing for a low carbon economy.