ESG Investing

Ossiam looks at the extent to which biodiversity could be a key factor in distinguishing between opportunities and risk in this high-stake sector.

Investors can create value by engaging with management to drive sustainable business models.

Etienne Vicent, Head of Quant Strategy & Marketing at Ossiam and Isabelle Pajot, Portfolio manager at Thematics Asset Management, respond to three important questions in this podcast.

Olivier Trecco, Co-Head of ESG Solutions at Natixis IM Solutions, explains how Natixis IM and its affiliate are able to develop bespoke investment solutions for insurers.

Anne-Laurence Roucher, Deputy CEO, Head of Private Equity and Natural Capital at Mirova, explains what tools Mirova has developed to measure carbon footprint of projects and companies it is invested in.

Gwenola Chambon, CEO & Founding Partner at Vauban Infrastructure Partners, explains why Infrastructure has become such a relevant asset class to institutional investors over the last decade, thanks to its unique features.

Marc Romano, Head of Private Equity Funds at Mirova, explains what makes Impact Private Equity a rising asset class, combining financial performance with positive impact on the environment.

Mirova explains its approach to responsibility, its internal practices and direct impacts.

Climate change poses physical and transitional risks to many economic sectors, and hence a risk of capital loss to investors. How do they adapt?

In a context of declining forest area in the world due to deforestation, Mirova believes that sustainably managed forest plantations can contribute to meeting some global challenges.

While finance has a key role to play to tackle the climate change challenge, Mirova’s Climate Ambition strategy is an equity strategy aiming at decarbonizing the economy.

Climate change is for banks both a source of risks, in particular transition and reputational risks, and opportunities.

Mirova has established 4 levers of action to accelerate the transition towards a net Zero world: understanding the magnitude of the changes taking place, changing investment patterns, rethinking measurement tools and engaging in dialogue with all their stakeholders.

Mirova as a responsible investor has developed its own assessment framework for environmental and social issues to guide its investment decisions, including ESG criteria and Sustainable Development Goals.

The pandemic has shown the value of a broad asset range and flexible allocation.

Alistair Ho, Head of Private Debt APAC at Natixis IM Hong Kong, explains what are the main opportunities in the APAC infrastructure private debt market.

Proliferation of ESG-Friendly Infrastructure Debt Provides Unprecedented Diversification Opportunity for Investors.

Green and sustainable bonds constitute the best vehicles on bond markets to accelerate the low-carbon transition.

Three experts at Ostrum discuss financial instruments aiming at thwarting climate change, including green bonds.

Ahead of the COP26, Ostrum looked into the climate issue through 4 lenses: mitigation, adaptation, finance and cooperation.

The complimentary of interesting investment ideas and robust data cannot be overstated, as Ossiam’s experience in Italy clearly demonstrates.

Three experts at Ostrum put forward existing solutions to preserve climate, biodiversity and human rights.

Amber Fairbanks, Portfolio Manager, CFA^® at Mirova US, talks to Citywire about their Global Sustainable Equity strategy and what sustainable investing means to them.

ILN Position paper for COP26 and G20, in collaboration with the Rockefeller Foundation.

3 experts at Ostrum share their point of view on how to achieve the +2° target of the Paris Agreement.

Allocating acceleration capital to companies with innovative environmental solutions can create positive impact and attractive investment returns.

The European Commission put forward a comprehensive ‘review package’ of Solvency II rules with a potential impact on assets held by insurers.

An in-depth analysis of the sustainable bond market, its outlook for 2021 and its main drivers.

The team explains why weighing ESG impacts is important when analysing the value of a business.

Mirova breaks down the idea that’s redefining the investment industry.

ESG is no passing fad, as more investors are convinced that alpha can be found in ESG and regulators continue to introduce rules to lift ESG standards.

Sidelined by investors’ focus on carbon emissions, biodiversity can no longer be ignored.

This generation that never knew a world without internet is considered to be more socially and environmentally aware.

The pandemic witnessed faster adoption of certain technologies but their sustainability can be quite an odyssey, as solutions never come without risks

A quarterly look at data and topics in the syndicated loan market.

Combining smart beta with ESG filtering and carbon reduction techniques shown to enhance returns.

The gradual reduction of public support measures is ushering renewable energies into a new era; that of autonomy on electricity trading markets.

To what extent does Biden’s election change the American landscape in terms of climate related policy?

How to manage money market funds sustainably?

S&P Trucost and Natixis IM Solutions detail the extension of the 2°C alignment assessment methodology to private and illiquid asset classes in order to obtain consistent multi-sector, multi-asset class analyses.

Today’s world is changing, led by long term transitions: demographic, technological, environmental and related to corporate governance.

Asset managers sorting funds into different sustainability categories realise it’s only the first step on a longer ESG classification journey.

More than ever, green bonds are the focus of attention and the curiosity they are arousing is equalled by the questions they have raised.

One of the most important challenges for institutional investors is to deploy large amounts of capital and manage increasingly high liability commitments in an environment of low-yielding opportunities.

A multipurpose gas with outstanding energy properties: per kilo, as it contains 2.2 times more energy than natural gas, 2.75 times more than petrol and three times more than crude oil.

The Utilities, a sector in transition and at the core of the energy transition, may be an investment opportunity for long term investors such as insurers.

Over the last ten years, financial markets, investors and economies have witnessed some of the most extreme, non warrelated events of the XXI century.

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.

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.

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

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.