AFFILIATED INVESTMENT MANAGERS

Mirova

  • Founded:  2012
  • Headquartered:  Paris, France
  • Expertise:  Responsible investment solutions
  • AUM: $10.8B as of December 31, 2017

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 U.S. 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 $561M assets under management as of 12/31/2017.

Net asset value as of December 31, 2017. Assets under management ("AUM"), as reported, may include notional assets, assets serviced, gross assets and other types of non-regulatory AUM.

Mirova is operated in the U.S. 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 $561M assets under management as of 12/31/2017.

Funds

MirovaGlobal Green Bond Fund

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

  • $27.12 million Total Net Assets (as of 04/26/2018)
  • 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.

  • $82.23 million Total Net Assets (as of 04/26/2018)
  • World Large Stock Morningstar Category™

NatixisSustainable Future 2015 FundSM

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

  • $4.43 million Total Net Assets (as of 04/26/2018)
  • Target-Date 2015 Morningstar Category™

NatixisSustainable Future 2020 FundSM

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

  • $4.49 million Total Net Assets (as of 04/26/2018)
  • Target-Date 2020 Morningstar Category™

NatixisSustainable Future 2025 FundSM

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

  • $3.41 million Total Net Assets (as of 04/26/2018)
  • Target-Date 2025 Morningstar Category™

NatixisSustainable Future 2030 FundSM

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

  • $2.93 million Total Net Assets (as of 04/26/2018)
  • Target-Date 2030 Morningstar Category™

NatixisSustainable Future 2035 FundSM

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

  • $2.99 million Total Net Assets (as of 04/26/2018)
  • Target-Date 2035 Morningstar Category™

NatixisSustainable Future 2040 FundSM

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

  • $2.96 million Total Net Assets (as of 04/26/2018)
  • Target-Date 2040 Morningstar Category™

NatixisSustainable Future 2045 FundSM

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

  • $2.45 million Total Net Assets (as of 04/26/2018)
  • Target-Date 2045 Morningstar Category™

NatixisSustainable Future 2050 FundSM

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

  • $2.45 million Total Net Assets (as of 04/26/2018)
  • Target-Date 2050 Morningstar Category™

NatixisSustainable Future 2055 FundSM

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

  • $2.43 million Total Net Assets (as of 04/26/2018)
  • Target-Date 2055 Morningstar Category™

NatixisSustainable Future 2060 FundSM

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

  • $2.46 million Total Net Assets (as of 04/26/2018)
  • Target-Date 2060+ Morningstar Category™