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Mirova

PRI reporting framework 2020

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Peering questions

OO LE 01. Breakdown of listed equity investments by passive and active strategies

LE 01.1. Provide a breakdown of your internally managed listed equities by passive, active - quantitative (quant), active - fundamental and active - other strategies.

Percentage of internally managed listed equities
0 Passive
0 Active - quantitative (quant)
100 Active - fundamental and active - other
Total 100%

LE 01.2. Additional information. [Optional]

Mirova’s investment processes are not based on quantitative nor passive processes. Its approach is active, fundamental and conviction-based. Its approach aims at building concentrated portfolios, not derived from a market benchmark but from stock-picking.

This approach is market benchmark-agnostic but risk-aware, leaves enough leeway to the investment team so as to really focus on companies well positioned to take advantage of the sustainability opportunities that will shape the future and therefore likely to create value over the long run.


OO LE 02. Reporting on strategies that are <10% of actively managed listed equities (Not Applicable)


OO FI 01. Breakdown of fixed income investments by passive and active strategies

FI 01.1. Provide a breakdown of your internally managed fixed income securities by active and passive strategies

SSA
0 Passive
0 Active - quantitative (quant)
100 Active - fundamental and active - other
Total 100%
Corporate (financial)
0 Passive
0 Active - quantitative (quant)
100 Active - fundamental and active - other
Total 100%
Corporate (non-financial)
0 Passive
0 Active - quantitative (quant)
100 Active - fundamental and active - other
Total 100%
Securitised
0 Passive
0 Active - quantitative (quant)
100 Active - fundamental and active - other
Total 100%

FI 01.2. Additional information. [Optional]

Mirova’s fixed income approach can be described as a conviction-based management combined with an active, medium-term allocation approach, which enables to capture opportunities within economic cycles and attractive valuation.  We prioritize positive investment such Green and Social Bonds and issuers assisting the development of the Sustainable Development Goals.


OO FI 02. Reporting on strategies that are <10% of actively managed fixed income (Not Applicable)


OO FI 03. Fixed income breakdown by market and credit quality

Update: this indicator has changed from "Mandatory to report, voluntary to disclose" to "Mandatory". Your response to this indicator will be published in the Public Transparency Report. This change is to enable improved analysis and peering.

FI 03.1. Indicate the approximate (+/- 5%) breakdown of your SSA investments, by developed markets and emerging markets.

SSA
91 Developed markets
9 Emerging markets
Total 100%
Indicate the approximate (+/- 5%) breakdown of your corporate and securitised investments by investment grade or high-yield securities.
Type
Investment grade (+/- 5%)
High-yield (+/- 5%)
Total internally managed
Corporate (financial)
100%
Corporate (non-financial)
100%

FI 03.3. Additional information. [Optional]

Concerning OO FI 03.1, for SSAs, we considered the overall  localisation of the projects financed by the bonds. For example, for development agencies, we considered the Agence Francaise de Developpement finances mainly invests in projects in the developing word / emerging countries. The same applies for the World Bank, investments are mainly earmarked to countries considered as emerging so we also account these investments as SSA investments in emerging markets. The figures for some of these SSA have however decreased due to the limited financial valorisation of their emissions. In all cases, bonds invested in emerging markets do not reflect an increased level of risk, given that issuers are SSA that are extremely secure national and multinational organisations.

If you are invested in private debt and reporting on ratings is not relevant for you, please indicate below


OO SAM 01. Breakdown of externally managed investments by passive and active strategies (Not Applicable)


OO PE 01. Breakdown of private equity investments by strategy (Not Applicable)


OO PE 02. Typical level of ownership in private equity investments (Not Applicable)


OO PR 01. Breakdown of property investments (Not Applicable)


OO PR 02. Breakdown of property assets by management (Not Applicable)


OO PR 03. Largest property types (Not Applicable)


OO INF 01. Breakdown of infrastructure investments (Private)


OO INF 02. Breakdown of infrastructure assets by management (Private)


OO INF 03. Largest infrastructure sectors (Private)


OO HF 01. Breakdown of hedge funds investments by strategies (Not Applicable)


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