Mirova | Natixis Investment Managers

Mirova has managed high conviction, multi-thematic sustainable portfolios for over 30 years.* The team aims to direct capital toward investments for a real, sustainable, and value-creating economy. The firm manages high conviction, high active share portfolios – all of which follow the same investment approach and belief that temporary inefficiencies and time arbitrage create long-term opportunities.

We aim to invest in companies that are prepared for tomorrow because they offer solutions that are not only positioned for a new world but can also adapt to those changes.”

– Jens Peers, CIO and Portfolio Manager Mirova US

Founded

2012

Headquartered

Paris, France

Expertise

Responsible investment solutions

AUM

USD 35.6B as of September 30, 2024

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Approach

Four long-term transitions. Mirova believes four long-term societal and economic transitions will impact our future: demographic, technological, environmental, governance.

Demographics

Aging population, Urbanization, Growing middle class, Quality of life

Technology

Data proliferation & AI, Automation, Cloud computing & digitalization

Environment

Low-carbon economy, Efficient resource use

Governance

Innovation & adaptation, Fairness, Infrastructure

Philosophy is based on convictions that equity markets underestimate both growth opportunities resulting from long-term, transformational, secular trends and risk related to poor environmental, social, and governance practices. The team seeks to exploit these market efficiencies by building portfolios of companies that can outperform the market and produce greater sustainability impact.

Investment process

Four-pillar process aims to identify quality companies positioned to support a changing world.

Theme. Thematic assessment seeks companies whose products and services address opportunities created by four long-term transitions.
Company. Fundamental research framework considers a company’s strategic positioning, financial structure, management quality, ESG integration.
Stock. Valuation framework analyzes a security’s long-term modeling, multiple scenarios and outcomes, intrinsic value to determine the value of future returns.
Portfolio construction. Portfolios are conviction-weighted based on holdings’ fundamentals, liquidity, impact and upside potential.

Sustainability

Prioritize exposure to companies positively impacting the UN Sustainable Development Goals

Target global warming scenario of 2 degrees Celsius for all portfolios, in line with the Paris Agreement

Funds

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Assets under management (“AUM”) as of September 30, 2024. 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.

* Operated in the U.S. through Mirova U.S., LLC (Mirova US). Mirova US had $12.1B / €11.3B / £9.6B assets as of June 30, 2024.

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