Natixis Expense Professionals Launches Mirova US Local weather Ambition SMA
2 min readBOSTON–(Organization WIRE)–Natixis Expenditure Professionals (Natixis) these days introduced the Mirova US Weather Ambition Fairness investment decision method is now offered to monetary advisors and their shoppers by means of retail independently managed accounts (SMAs). The technique is managed by Mirova, an affiliate of Natixis Investment decision Supervisors and accredited B Corporation committed to sustainable expenditure, and just one of only 20 asset supervisors selected by the Rules for Accountable Investment (PRI) group to the PRI Leaders Team 2020.
The Mirova US Local climate Ambition Equity tactic is a diversified core US fairness portfolio with a 4-calendar year track file designed to have a superior constructive local weather impact by investing in a diversified range of companies, including corporations whose routines will direct to a considerable reduction in induced carbon emissions and/or a substantial maximize in saved carbon emissions. The strategy also seeks to actively make investments in firms that derive much more than 50% of their revenues from activities with a favourable weather effects, which are likely to reward from a transition to a less carbon-centric economic system. The technique seeks to outperform the S&P 500 in a described hazard funds.
“We consider that traders can outperform the current market in the extended-time period by investing in high-good quality providers that will assist to lower carbon emissions and lead to a much more sustainable economic climate,” mentioned Jens Friends, CFA®, CEO and CIO at Mirova US. “Offering the Local weather Ambition approach as a retail SMA permits advisors and their customers to obtain it in a format that was formerly only accessible to institutional traders.”
The Mirova US Climate Ambition approach works by using a proprietary quantitative, principles-based mostly strategy to portfolio development, integrating concerns this kind of as a qualitative sustainability evaluation of each financial commitment based on environmental, social and governance (ESG) requirements, an assessment of risk variables together with individuals connected to power changeover, and basic views on companies’ weather impact, incorporating an highly developed lifecycle tactic to the evaluation of carbon impact. Mirova is a signatory of the Internet Zero Asset Management initiative, and like all of Mirova’s fairness portfolios, the tactic is aligned with a <2°C global warming scenario, in line with the Paris Agreement.
“Client demand for climate-focused investment strategies has never been stronger, and expanding access to the Mirova US Climate Ambition strategy through a retail SMA provides investors with an efficient way to invest in this well-established strategy,” said David Giunta, CEO for the US at Natixis Investment Managers.
The strategy is co-managed by Manuel Coeslier and David Belloc, CFA®, 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 climate and the energy transition. He led the development of
Mirova’s carbon assessment methodology and has been a member of the European Commission’s Technical Expert Group on Sustainable Finance where he particularly worked on climate benchmarks. Belloc is a cross-asset Portfolio Manager at Mirova with more than 20 years of investment experience. Earlier in his career he managed strategies in quantitative equities, smart beta and convertible bonds. The team also draws on a global team of multi-disciplinary 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 via model delivery, single contract and dual contract SMA programs.
Mirova also manages three equity mutual 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 to eligible financial advisors and their clients as SMAs. The firm also offers an ESG fixed income mutual fund, the Mirova Global Green Bond Fund (MGGYX).
About Mirova
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, Mirova US LLC.
About Mirova US
Mirova US is an SEC registered investment advisor that is a wholly owned affiliate of Mirova. Mirova is operated in the US through Mirova US. Mirova US and Mirova entered into an agreement whereby Mirova provides Mirova US investment and research expertise, which Mirova US then combines with its own expertise when providing advice to clients.
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 Investments3 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 Managers4 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.
Before investing, consider the fund’s investment objectives, risks, charges, and expenses. Visit im.natixis.com or call 800-862-4863 for a prospectus or a summary prospectus or a summary prospectus containing this and other information. Read it carefully.
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
Equity Securities Risk: Equity securities are volatile and can decline significantly in response to broad 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 subject to higher volatility than US securities, due to varying degrees of regulation and limited liquidity. These risks are magnified in emerging markets.
Small and Mid-Cap Stocks Risk: Investments in small and midsize companies can be more volatile than those of larger companies.
ESG Investing Risk: The Fund’s ESG investment approach could cause the Fund to perform differently compared to funds that do not have such an approach or compared to the market as a whole. The Fund’s application of ESG-related considerations may affect the Fund’s exposure to certain issuers, industries, sectors, style factors or other characteristics and may impact the relative performance of the Fund – positively or negatively – depending on the relative performance of such investments.
Currency Risk: Currency exchange rates between the US dollar and foreign currencies may cause the value of the fund’s investments to decline.
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.
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