BOSTON–(BUSINESS WIRE) – Natixis Investment Managers (Natixis) announced today that the Mirova US Climate Ambition Equity investment strategy is now available to financial advisors and their clients through separately managed retail accounts (SMAs). The strategy is managed by Mirova, a subsidiary of Natixis Investment Managers and certified B Corporation that specializes in sustainable investing and is one of only 20 asset managers to be included in the 2020 PRI Leaders Group by the Principles for Responsible Investment (PRI) organization were recorded.
The Mirova US Climate Ambition Equity Strategy is a diversified core portfolio for US stocks with a four-year track record that results in significant reductions in and / or significant reductions in induced carbon emissions by investing in a diversified range of companies, including companies whose activities Increase in saved CO2 emissions. The strategy also aims to actively invest in companies that generate more than 50% of their revenues from activities with a positive impact on the climate and that are likely to benefit from a transition to a less carbon-centric economy. The strategy aims to outperform the S&P 500 within a defined risk budget.
“We believe investors can outperform the market over the long term by investing in quality companies that help reduce carbon emissions and contribute to a more sustainable economy,” said Jens Peers, CFA®, CEO and CIO at Mirova US. “The offer of the Climate Ambition strategy as a retail SMA enables consultants and their customers to access this in a format that was previously only available to institutional investors.”
The Mirova US Climate Ambition strategy uses a proprietary, quantitative, rules-based approach to portfolio construction that incorporates considerations such as a qualitative sustainability analysis of each investment based on environmental, social and governance (ESG) criteria and an assessment of risk factors including those associated with them related takes into account the energy transition and fundamental views on the climate impact of companies, including an advanced life cycle approach to assess the carbon impact. Mirova is a signatory to the Net Zero Asset Management Initiative and, like all Mirova equity portfolios, the strategy is geared towards a global warming scenario of
“Client demand for climate-driven investment strategies has never been greater, and expanded access to the Mirova US Climate Ambition strategy through a retail SMA provides investors with an efficient way to invest in this proven strategy,” said David Giunta, CEO for USA at Natixis Investment Managers.
The strategy is shared by Manuel Coeslier and David Belloc, CFA. managed®, and is managed by Mirova US LLC. Coeslier is a portfolio manager and SRI analyst at Mirova who specializes in measuring the impact of investment portfolios on the climate and energy transition. He directed the development of
Mirova’s CO2 assessment methodology and was a member of the Technical Expert Group on Sustainable Finance of the European Commission, where he worked in particular on climate benchmarks. Belloc is a cross-asset portfolio manager at Mirova with more than 20 years of investment experience. Early in his career, he managed strategies in quantitative stocks, smart beta, and convertibles. The team also draws on a global team of multidisciplinary specialists and a responsible investment research team with analysts dedicated to ESG research.
The Mirova US Climate Ambition strategy was previously available through institutional separately managed accounts and will now be available to retail investors through financial advisors through model delivery, single contract and double contract SMA programs.
Mirova also manages three equity funds available to US investors, the Mirova US Sustainable Equity Fund (MUSYX), the Mirova International Sustainable Equity Fund (MRVYX), and the Mirova Global Sustainable Equity Fund (ESGYX). All three strategies are also available as SMAs to authorized financial advisors and their customers. The company also offers an ESG bond fund, the Mirova Global Green Bond Fund (MGGYX).
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.
About Mirova US
Mirova US is an SEC registered investment advisor that is a wholly owned subsidiary of Mirova. Mirova is operated in the US through Mirova US. Mirova US and Mirova have reached an agreement whereby Mirova provides Mirova US with investment and research expertise, which Mirova US then combines with its own expertise when advising clients.
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
Equity Security Risk: Equity securities are volatile and can decline significantly in response to general market and economic conditions.
Foreign and Emerging Market Securities Risk: Foreign and Emerging Market Securities may be subject to greater political, economic, environmental, credit, currency and information risks. Foreign securities may be more volatile than US securities due to different regulations and limited liquidity. These risks are exacerbated in emerging markets.
Small and mid-cap stocks risk: Investments in small and medium-sized companies can be more volatile than those of larger companies.
ESG Investment Risk: The Fund’s ESG investment approach could result in the Fund performing differently relative to funds without such an approach or relative to the market as a whole. The Fund’s application of ESG considerations may affect the Fund’s exposure to certain issuers, industries, sectors, style factors or other characteristics and affect the Fund’s relative performance – positively or negatively – depending on the relative performance of those investments.
Currency Risk: Exchange rates between the US dollar and foreign currencies can cause the value of the Fund’s investments to decline.
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, assets of minority owned affiliates, 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.