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Mirova

PRI reporting framework 2020

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Outputs and outcomes

FI 17. Financial/ESG performance

17.1. Indicate whether your organisation measures how your incorporation of ESG analysis in fixed income has affected investment outcomes and/or performance.

Select all that apply
SSA
CorporateĀ (financial)
Corporate (non-financial)
We measure whether incorporating ESG impacts portfolio risk.
We measure whether incorporating ESG impacts portfolio returns.
We measure the ESG performance/profile of portfolios (relative to the benchmark).
None of the above

17.2. Describe how your organisation measures how your incorporation of ESG analysis in fixed income has affected investment outcomes and/or ESG performance. [OPTIONAL]

Being a pure player in sustainable finance and particularly focused n green and social bonds for our fixed income strategies, one of the ways we measure our performance is through our lients. In 2019, our fixed income assets under management grew 33% to 2.5 billion euros. This represents a significant growth from when we started our fixed income strategy at Mirova with 800 million euros AuM in 2014, showing our clients' satisfaction with the ESG and financial performance of our funds. 

Another way to measure our performance is to compare our funds' financial performance with their benchmarks. For 2019, all our fixed income strategies outperformed their respective benchmarks. Our aggregate strategies outperformed the benchmarks by 3% while the corporate bond strategy and green bond strategy outperformed their benchmarks by 1.5%. 

In terms of ESG performance, the funds' monthly reports are available on Mirova's website http://www.mirova.com/en-UK/p/our-funds. These reports include ESG indicators (sustainability ratings, carbon emissions induced and avoided, portfolio temperature) that provide clients with an overview of the ESG quality of the fund. For the green bond funds, the monthly report also has a breakdown of the portfolio by impact and the project categories earmarked (renewable energy, energy efficiency...)

17.3. Additional information.[OPTIONAL]


FI 18. Examples - ESG incorporation or engagement (Private)


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