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The fund’s thematic investment approach aims to identify companies that will benefit from global megatrends in demographic, environmental, technological and governance transitions
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Maximizes exposure to companies that have a positive impact on the United Nations Sustainable Development Goals and to companies that perform well on key ESG factors
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Managed by Mirova, a global leader in ESG investing and part of the PRI Leaders Group 2020
Natixis Investment Managers (Natixis) and Mirova today celebrated the five-year anniversary of the Mirova Global Sustainable Equity Fund (ESGYX), a highly persuasive, active global equity fund that aims to invest in companies that are well positioned to transform long-term technological, demographic, environmental and governance trends that will shape the global economy in the coming decade. The fund is managed by Mirova, a subsidiary of Natixis Investment Managers dedicated to sustainable investment and one of only 20 asset managers to be included in the 2020 PRI Leaders Group by the Principles for Responsible Investment (PRI) organization.
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The Mirova Global Sustainable Equity Fund, launched on March 31, 2016, is a global equity portfolio with highly active interests that aims to provide long-term capital appreciation by maximizing exposure to companies that have a positive impact on the United Nations Sustainable Development Goals, as well as those with strong performance on key environmental, social and governance indicators (ESG). The fund offers diversified exposure to global equities and can improve portfolio sustainability and investor carbon footprints – like all Mirova equity portfolios, the fund is geared to a 2 ° C global warming scenario under the Paris Agreement.
“The past five years have only reinforced our belief that these four big global changes will offer tremendous opportunities for both investors and society,” said Jens Peers, CFA, CEO and CIO at Mirova US. “We also believe that companies that focus on long-term sustainable practices and incorporate ESG into their culture will outperform and create value for investors over the long term.”
“This milestone shows that investing in ESG factors and trends can be a strong part of investor portfolios,” said David Giunta, US CEO, Natixis Investment Managers. “Mirova has been a leader in ESG investing for decades and this fund continues a tradition of strong active management, dedicated administration and investor focus.”
The Mirova Global Sustainable Equity Fund benefits from Mirova’s deeply rooted experience in global sustainable investing and his leadership role in ESG. The portfolio management team conducts detailed fundamental research to select companies with competitive advantages that aim to create long-term value and have high barriers to entry, relying on a team of multidisciplinary specialists and a responsible investment research team with analysts who are exclusive on ESG thematic research.
The fund is jointly managed by Hua Cheng, PhD, CFA®, Amber Fairbanks, CFA® and Jens Peers, CFA®. The fund aims to have a relatively concentrated portfolio of approximately 50 global stocks and is managed by Mirova US LLC. In order to offer investors flexibility and choice, the strategy is also available to authorized financial advisors and their customers via separately managed private customer accounts (SMA).
The team also manages two additional mutual funds that use the same investment approach to build portfolios of stocks with a focus 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), which was launched by Natixis in December 2018, invests in a portfolio of around 50 non-US stocks. Both strategies are also available as SMAs to authorized financial advisors and their customers.
About Mirova
Mirova is an investment manager committed to responsible investing. Mirova aims to combine long-term value creation with sustainable development through a conviction-driven investment approach. Mirova experts are pioneers in many areas of sustainable finance. Their ambition is to continue to innovate in order to create the most effective solutions to achieve their customers’ goals. Mirova has $ 23.9 billion under management as of December 31, 2020, of which $ 4.96 billion is managed by its U.S. subsidiary Mirova US LLC, which manages the Mirova Global Sustainable Equity Fund.
About Natixis Investment Manager
Natixis Investment Managers offers financial professionals more insightful ways to build portfolios. Based on the expertise of more than 20 specialized investment managers worldwide, we use Active Thinking® to deliver proactive solutions that help customers achieve better results in all markets. Natixis Investment Managers is one of the world’s largest asset management companies1 with nearly $ 1.4 trillion in assets under management2 (€ 1,135.5 billion).
Natixis Investment Managers, headquartered in Paris and Boston, is a subsidiary of Natixis. Natixis is listed on the Paris Stock Exchange and is a subsidiary of BPCE, the second largest banking group in France. Natixis Investment Managers’ affiliate investment management companies include AEW; Alliance entrepreneur; AlphaSimplex Group; DNCA investments;3rd Dorval Asset Management; Flexstone Partner; Gateway investment advisor; H2O Asset Management; Harris Partner; Investor Mutual Limited; Loomis, Sayles & Company; Mirova; MV credit; Naxicap partner; Ossiam; Ostrum Asset Management; Seeyond; Seventure Partner; Asset management topics; Vauban infrastructure partner; Vaughan Nelson Investment Manager; Vega Investment Manager;4th and WCM investment management. In addition, investment solutions are offered through Natixis Investment Managers Solutions, and Natixis Advisors provides additional investment services through its AIA and MPA departments. Not all offers are available in all jurisdictions. For more information, please visit the Natixis Investment Managers website at im.natixis.com | LinkedIn: linkedin.com/company/natixis-investment-managers.
Natixis Investment Managers’ sales and service groups include Natixis Distribution, LP, a limited-purpose broker-dealer and distributor of various US-registered investment companies, providing advisory services to affiliates of Natixis Investment Managers, Natixis Investment Managers SA (Luxembourg ) are provided. , Natixis Investment Managers International (France) and its affiliated sales and service companies in Europe and Asia.
Before investing, consider the investment objectives, risks, fees and expenses of the fund. Visit im.natixis.com or call 800-862-4863 for a prospectus or a prospectus or a prospectus containing this and other information. Read it carefully.
Natixis Distribution, LP is a dedicated broker-dealer and distributor of various registered investment companies for whom Natixis Investment Managers provides advisory services from affiliates. • Natixis Distribution, LP is located at 888 Boylston Street, Suite 800, Boston, MA 02199-8197 • 800-225-5478 • im.natixis.com • Member FINRA | SIPC
Risks: Stock values are volatile and can fall significantly in response to general 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 are subject to change.
1 Cerulli Quantitative Update: Global Markets 2020 ranked Natixis Investment Managers 17th based on assets under management as of December 31, 2019.
2 Assets under management (“AUM”) as of December 31, 2020 are $ 1,389.7 billion. AUM, as reported, may include notional assets, managed assets, gross assets, minority-owned assets of affiliated companies, and other types of non-regulatory AUM managed or serviced by companies affiliated with Natixis Investment Managers.
3rd A brand from DNCA Finance.
4th A wholly owned subsidiary of Natixis Wealth Management.
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contacts
NATIXIS INVESTMENT MANAGER
Kelly Cameron
Tel: 617-449-2543
[email protected]
