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Mirova

PRI reporting framework 2020

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関連指標

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

LE 01.1. 組織内で運用する上場株式のパッシブ戦略と、数量的、ファンダメンタルおよびその他のアクティブ戦略の内訳を示してください。

組織内で運用する上場株式の比率
0 パッシブ
0 アクティブ—数量的(クオンツ)
100 アクティブ – ファンダメンタルおよびその他のアクティブ戦略
組織内で運用する上場株式の合計 100%

LE 01.2. 補足情報 [任意]

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. 組織内で運用されている債券の内訳をアクティブ戦略とパッシブ戦略で分けてください。

SSA
0 パッシブ
0 アクティブ—数量的(クオンツ)
100 アクティブ—ファンダメンタルおよび・もしくはその他のアクティブ戦略
組織内で運用される債券の合計 100%
Corporate (financial)
0 パッシブ
0 アクティブ—数量的(クオンツ)
100 アクティブ—ファンダメンタルおよび・もしくはその他のアクティブ戦略
Total 100%
Corporate (non-financial)
0 パッシブ
0 アクティブ—数量的(クオンツ)
100 アクティブ—ファンダメンタルおよび・もしくはその他のアクティブ戦略
Total 100%
Securitised
0 パッシブ
0 アクティブ—数量的(クオンツ)
100 アクティブ—ファンダメンタルおよび・もしくはその他のアクティブ戦略
組織内で運用される債券の合計 100%

FI 01.2. 補足情報 [任意]

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

この指標は、「報告義務、自主開示」から「必須」に変更されました。 この指標に対する貴組織の回答は、透明性レポートに掲載されます。 この「必須」への変更により、より良い分析とピアリングが可能になります。

FI 03.1. SSA債券投資の先進国およびエマージングマーケッツ(新興市場)のおよその内訳(+/- 5%)を示してください。

SSA
91 先進市場(+/- 5%)
9 エマージングマーケッツ(新興市場)(+/- 5%)
組織内で運用する債券の合計 100%
社債および証券化債券の投資適格およびハイイールド証券のおよその内訳(+/- 5%)を示してください。
種類
投資適格(+/- 5%)
ハイイールド証券(+/- 5%)
組織内運用合計
社債(金融)
100%
社債(非金融)
100%

FI 03.3. 補足情報 [任意]

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.

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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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