ESG: Aligning Ideals to Investment Goals

de Jens Peers, CFA®

ESG That Makes the Difference

Jens Peers, manager of the Mirova Global Sustainable Equity Strategy talks about the solutions required to combat climate change and the impact ESG might have on portfolios.

  • How do we adapt portfolios to combat climate change?
    Energy transition requires divesting from fossil fuels (like coal and oil for instance) while investing in parallel in solutions for climate change such as energy efficiency or renewable energy.
  • Can you demonstrate to clients that you practice what you preach?
    Engagement with companies, individually on a regular basis or collectively with other asset owners or asset managers, is of paramount importance. Voting policy is also an important tool to put pressure on companies. Investors are increasingly interested in assessing the impact of their investments, for instance by measuring their carbon footprint.
  • Does a focus on ESG impact performance?
    Mirova portfolio has a dual objective: it aims at outperforming broad markets and achieving Sustainable Development Goals.
  • How do you think this should fit into a diversified investment portfolio?
    A Sustainable Equity portfolio defines itself through the integration of ESG factors into the investment process. But it retains its characteristics as Global Equity Investment and there is no reason to treat it differently in terms of portfolio allocation.
Publié en décembre 2019.

Mirova US
Mirova US, spécialisée dans le conseil financier, est une filiale à 100% de Mirova basée aux Etats-Unis.
Mirova est opérée par Mirova US aux États-Unis. Mirova US et Mirova ont conclu un accord par lequel Mirova fournit à Mirova US son expertise en matière d’investissement et d’analyse financière.
Mirova US conjugue cette expertise à sa propre expertise lorsqu’elle fournit ses services de conseil à ses clients.
888 Boylston Street, Boston, MA 02199, USA.

Mirova
Affilié de Natixis Investment Managers
Société Anonyme
Capital: €8 813 860
Agréé par l’Autorité des Marchés Financiers (AMF) sous le numéro GP 02014.
RCS Paris n° 394 648 216
59 avenue Pierre Mendès France
www.mirova.com

Natixis Investment Managers
RCS Paris 453 952 681
Capital: €178 251 690
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75013 Paris
www.im.natixis.com

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