- Fund’s thematic investment approach seeks to identify companies that will benefit from global megatrends in demographic, environmental, technological, and governance transitions
- Maximizes exposure to companies with a positive impact on the United Nations’ Sustainable Development Goals, as well as those with strong performance on material ESG factors
- Managed by Mirova, a global leader in ESG investing and part of the PRI Leaders Group 2020
Launched on March 31, 2016, the Mirova Global Sustainable Equity Fund is a high-active share, all- cap global equity portfolio that seeks long-term capital appreciation by maximizing exposure to companies with a positive impact on the United Nations’ Sustainable Development Goals, as well as those with strong performance on material environmental, social and governance (ESG) indicators. The fund provides diversified exposure to global equities and can improve investors’ portfolio sustainability and carbon footprint – like all of Mirova’s equity portfolios, the fund is aligned with a 2°C global warming scenario, in line with the Paris Agreement.
“The past five years have only strengthened our conviction that these four major global transitions will drive tremendous opportunities for both investors and society,” said Jens Peers, CFA, CEO and CIO at Mirova US. “We also believe companies that focus on long-term sustainable practices and integrate ESG into their cultures will outperform in the long run and create value for investors.”
“This milestone shows that investments designed to capitalize on ESG factors and trends can be a strong part of investor portfolios,” said David Giunta, CEO for the US at Natixis Investment Managers. “Mirova has been a leader in ESG investing for decades, and this fund continues their tradition of strong active management, engaged stewardship, and investor focus.”
The Mirova Global Sustainable Equity Fund benefits from Mirova’s deeply rooted experience in global sustainable investing and leadership in ESG. The portfolio management team conducts detailed fundamental research to select companies with competitive advantages that seek to deliver value over the long term and have high barriers to entry, drawing on a team of multi-disciplinary specialists and a Responsible Investment Research Team with analysts solely dedicated to thematic ESG research.
The fund is co-managed by Hua Cheng, PhD, CFA®, Amber Fairbanks, CFA® and Jens Peers, CFA®. The fund seeks to maintain a relatively concentrated portfolio of approximately 50 global stocks and is managed by Mirova US LLC. To provide flexibility and choice for investors, the strategy is also available to eligible financial advisors and their clients through retail separately managed accounts (SMA).
The team also co-manages two additional mutual funds which use the same investment approach to build portfolios of stocks focused on different regions. The Mirova US Sustainable Equity Fund (MUSYX), launched by Natixis in December 2020, invests in a portfolio of 30–50 US stocks. The Mirova International Sustainable Equity Fund (MRVYX), launched by Natixis in December 2018, invests in a portfolio of approximately 50 non-US stocks. Both strategies are also available to eligible financial advisors and their clients as SMAs.
Mirova is an investment manager dedicated to responsible investment. Through a conviction-driven investment approach, Mirova’s goal is to combine value creation over the long term with sustainable development. Mirova’s experts have been pioneers in many areas of sustainable finance. Their ambition is to keep innovating to create the most impactful solutions to meet their clients’ goals. Mirova manages $23.9 billion as of December 31, 2020, which includes $4.96 billion managed by its US subsidiary that manages the Mirova Global Sustainable Equity Fund, Mirova US LLC.
About Natixis Investment Managers
Natixis Investment Managers serves financial professionals with more insightful ways to construct portfolios. Powered by the expertise of more than 20 specialized investment managers globally, we apply Active Thinking® to deliver proactive solutions that help clients pursue better outcomes in all markets. Natixis Investment Managers ranks among the world’s largest asset management firms1 with nearly $1.4 trillion assets under management2 (€1,135.5 billion).
Headquartered in Paris and Boston, Natixis Investment Managers is a subsidiary of Natixis. Listed on the Paris Stock Exchange, Natixis is a subsidiary of BPCE, the second-largest banking group in France. Natixis Investment Managers’ affiliated investment management firms include AEW; Alliance Entreprendre; AlphaSimplex Group; DNCA Investments;3 Dorval Asset Management; Flexstone Partners; Gateway Investment Advisers; H2O Asset Management; Harris Associates; Investors Mutual Limited; Loomis, Sayles & Company; Mirova; MV Credit; Naxicap Partners; Ossiam; Ostrum Asset Management; Seeyond; Seventure Partners; Thematics Asset Management; Vauban Infrastructure Partners; Vaughan Nelson Investment Management; Vega Investment Managers;4 and WCM Investment Management. Additionally, investment solutions are offered through Natixis Investment Managers Solutions, and Natixis Advisors offers other investment services through its AIA and MPA division. Not all offerings available in all jurisdictions. For additional information, please visit Natixis Investment Managers’ website at im.natixis.com | LinkedIn: linkedin.com/company/natixis-investment-managers.
Natixis Investment Managers’ distribution and service groups include Natixis Distribution, L.P., a limited purpose broker-dealer and the distributor of various US registered investment companies for which advisory services are provided by affiliated firms of Natixis Investment Managers, Natixis Investment Managers S.A. (Luxembourg), Natixis Investment Managers International (France), and their affiliated distribution and service entities in Europe and Asia.
Natixis Distribution, L.P. is a limited purpose broker-dealer and the distributor of various registered investment companies for which advisory services are provided by affiliates of Natixis Investment Managers. • Natixis Distribution, L.P. is located at 888 Boylston Street, Suite 800, Boston, MA 02199-8197 • 800-225-5478 • im.natixis.com • Member FINRA | SIPC
Risks: Equity securities are volatile and can decline significantly in response to broad market and economic conditions.
Security Risk: Foreign and emerging market securities may be subject to greater political, economic, environmental, credit, currency and information risks. Foreign securities may be subject to change.
1 Cerulli Quantitative Update: Global Markets 2020 ranked Natixis Investment Managers as the 17th largest asset manager in the world based on assets under management as of December 31, 2019.
2 Assets under management (“AUM”) as of December 31, 2020 is $1,389.7 billion. AUM, as reported, may include notional assets, assets serviced, gross assets, assets of minority-owned affiliated entities and other types of non-regulatory AUM managed or serviced by firms affiliated with Natixis Investment Managers.
3 A brand of DNCA Finance.
4 A wholly-owned subsidiary of Natixis Wealth Management.