Mirova Europe Energy Transition Infrastructure

The philosophy

Mirova Europe Energy Transition Infrastructure - an opportunity for value creation over the long term while supporting the sustainability of local economic, community and environmental development.

A long-lasting track record.

Creating value & impact from origination to asset management through to exit

Qualified & proprietary deal flow

Focused on asset performance

Robust ESG approach

One stop shop

Financing partner

Deep-rooted

In the ecosystem

Repeat

Business

Off-market

Opportunities

Dedicated

Team

Active

Asset management

Portfolio

Optimisation

Enhanced

Exit

Pre-deal

ESG Analysis

Actual

Impact measurement

ESG

Risk mitigation

Non-profit

Initiatives

“The information provided reflects MIROVA’s opinion as of the date of this document and is subject to change without notice.”

Reasons to consider

An opportunity for institutional investors to participate in the massive investments that are required to meet the 1.5°C pathway set by the Paris Agreement: $1.9 trillion¹ are needed over the next 10 years to deploy some 1,000 GW of renewable power.

⁽¹⁾Source: International Renewable Energy Agency (IRENA)’s Global Energy Transformation Report- A roadmap to 2050

Competition: the ever-falling cost of energy production puts renewables on par with conventional generation sources.

Innovation: a growing number of solutions to the energy transmission, distribution and storage challenges enable integration of existing and emerging renewable technologies in energy systems.

Financing: mature renewable energy technologies allow a sound cash flow predictability.

In a low interest rate environment, renewable energies have attractive risk-adjusted return potential.

Long-term investments in tangible assets with relatively steady, low volatile, inflation-linked cash flows and low correlation to the business and capital market cycles.

“Investing in energy transition is not just useful, it’s essential. Developing renewable energies, low carbon transportation and energy efficiency are the main levers that will do a lot to help meet the goals set by the Paris Agreement”

- Raphael Lance, Head of Energy Transition Infrastructure Funds, Mirova

The analyses and opinions referenced herein represent the subjective views of the author(s) as referenced, are as of the date shown and are subject to change without prior notice.

Risks to consider

All investing involves risk, including the risk of loss. Investment risk exists with equity, fixed income, and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided. There could be other differences across similar products in the same strategy. Investors should fully understand the risks and other relevant details associated with any investment prior to investing. References to a ranking, prize or label do not anticipate the future results of the latter, or of any relevant fund or strategy, or of the manager.

Raphaël Lance

Head of Energy Transition Funds

Mirova

Full bio

The firm

A committed player and a leading player in sustainable finance, Mirova is a conviction-based management company that offers its clients investment solutions combining the search for financial performance with environmental and social impact. This is their raison d'être: to contribute to a more sustainable and inclusive economy by increasing their positive impact on environmental issues, but also on reducing inequalities.

As ‘Mission-led company’¹, thanks to multidisciplinary teams united around the same vision, the variety of their areas of expertise, and their ability to innovate and create partnerships with the best experts, they seek to direct capital towards the needs of investment in a real, sustainable and value-creating economy.

Mirova is internationally recognised BCorp^TM2 certification attests to their environmental and social commitment.

Paris

France

200+

Employees

(1) Introduced in France in 2018 under the Pacte Law, a ‘société à mission’ company must define its "raison d'être" and one or more social, societal or environmental objectives beyond profit. The purpose, and objectives aligned with this purpose, must be set out in its Articles of Association. The Articles specify the means by which the execution of the Mission will be monitored by a Mission Committee (a corporate body distinct from the board of directors which is responsible for monitoring the implementation of the mission with at least one employee.) An independent third party then verifies the execution of the Mission, via a written opinion which is annexed to the report of the Mission Committee to shareholders and made available on the website of the company for a period of five years.

(2) Since 2006, the B Corp movement has been promoting strong values of change throughout the world to make businesses “a force for good” and to distinguish those which reconcile profit (for profit) and collective interest (for purpose). B Corp’s goal is to certify companies that integrate social, societal and environmental objectives into their business model and operations. More details here.

References to a ranking, prize or label do not anticipate the future results of the latter, or of the fund, or of the manager.