AFFILIATED INVESTMENT MANAGERS

Mirova

  • Founded:  2012
  • Headquartered:  Paris, France
  • Expertise:  Responsible investment solutions
  • AUM: USD 11.8B as of September 30, 2018

Mirova* is an investment manager dedicated to responsible investing through a conviction-driven approach. The firm’s goal is to combine value creation over the long term with sustainable development. Mirova is a pioneer in sustainable finance and dedicated to developing impactful solutions for its clients.

* Mirova is operated in the US through Ostrum Asset Management U.S., LLC (Ostrum U.S.). Ostrum U.S., which launched in 2014, is majority‐owned by Ostrum Asset Management and minority‐owned by Mirova. Ostrum U.S. had €621M / $725M / £549M in assets under management as of June 30, 2018.

Net asset value as of September 30, 2018. Assets under management ("AUM"), as reported, may include notional assets, assets serviced, gross assets and other types of non-regulatory AUM.

Funds

MirovaGlobal Green Bond Fund

Actively managed fund that pursues sustainable long-term returns from bonds issued to finance projects with positive environmental impact.

  • $29.63 million Total Net Assets (as of 02/15/2019)
  • World Bond Morningstar Category™

MirovaGlobal Sustainable Equity Fund

Actively managed world stock fund that combines ESG research with sustainable development trends to manage risk and seek competitive returns.

  • $93.34 million Total Net Assets (as of 02/15/2019)
  • World Large Stock Morningstar Category™

MirovaInternational Sustainable Equity Fund

Diversify internationally and pursue long-term returns with a fund that integrates Environmental, Social and Governance principles across the investment process.

  • $10.78 million Total Net Assets (as of 02/15/2019)
  • Foreign Large Blend Morningstar Category™

NatixisSustainable Future 2015 Fund®

One of ten target date funds that pursue competitive returns aligned with ESG (Environmental, Social, Governance) principles.

  • $4.66 million Total Net Assets (as of 02/15/2019)
  • Target-Date 2015 Morningstar Category™

NatixisSustainable Future 2020 Fund®

One of ten target date funds that pursue competitive returns aligned with ESG (Environmental, Social, Governance) principles.

  • $4.66 million Total Net Assets (as of 02/15/2019)
  • Target-Date 2020 Morningstar Category™

NatixisSustainable Future 2025 Fund®

One of ten target date funds that pursue competitive returns aligned with ESG (Environmental, Social, Governance) principles.

  • $3.82 million Total Net Assets (as of 02/15/2019)
  • Target-Date 2025 Morningstar Category™

NatixisSustainable Future 2030 Fund®

One of ten target date funds that pursue competitive returns aligned with ESG (Environmental, Social, Governance) principles.

  • $3.25 million Total Net Assets (as of 02/15/2019)
  • Target-Date 2030 Morningstar Category™

NatixisSustainable Future 2035 Fund®

One of ten target date funds that pursue competitive returns aligned with ESG (Environmental, Social, Governance) principles.

  • $4.19 million Total Net Assets (as of 02/15/2019)
  • Target-Date 2035 Morningstar Category™

NatixisSustainable Future 2040 Fund®

One of ten target date funds that pursue competitive returns aligned with ESG (Environmental, Social, Governance) principles.

  • $3.40 million Total Net Assets (as of 02/15/2019)
  • Target-Date 2040 Morningstar Category™

NatixisSustainable Future 2045 Fund®

One of ten target date funds that pursue competitive returns aligned with ESG (Environmental, Social, Governance) principles.

  • $2.57 million Total Net Assets (as of 02/15/2019)
  • Target-Date 2045 Morningstar Category™

NatixisSustainable Future 2050 Fund®

One of ten target date funds that pursue competitive returns aligned with ESG (Environmental, Social, Governance) principles.

  • $2.55 million Total Net Assets (as of 02/15/2019)
  • Target-Date 2050 Morningstar Category™

NatixisSustainable Future 2055 Fund®

One of ten target date funds that pursue competitive returns aligned with ESG (Environmental, Social, Governance) principles.

  • $2.67 million Total Net Assets (as of 02/15/2019)
  • Target-Date 2055 Morningstar Category™

NatixisSustainable Future 2060 Fund®

One of ten target date funds that pursue competitive returns aligned with ESG (Environmental, Social, Governance) principles.