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Mirova

PRI reporting framework 2020

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基本情報

OO 01. Signatory category and services

01.1. 組織が提供している サービスおよびファンドを選択してください。

組織が提供しているサービスおよびファンドを選択してください。
運用資産(AUM)に占める割合(%)
ファンドの運用
ファンドオブファンズ、マネージャーオブマネージャーズ、サブアドバイザー商品
その他(具体的に記入してください)
合計100%

投資マネージャーが(上記のオプションに加えて)選択できます。

01.2. 追加情報 [任意]

Mirova is a Core RI asset manager, fully owned by Natixis Investment Managers. With €13 billion assets under management, Mirova is a leader in the European RI market. Its team of 90 multidisciplinary experts as of December 31, 2019,  includes specialists in thematic investment management, engineers, financial and environmental, social and governance analysts, project financing specialists and experts in solidarity-based finance.

Thanks to its pro-active and pragmatic RI approach, that aims at reconciling wealth creation and sustainable development, Mirova offers a full array of investment solutions: listed equities, bonds, infrastructure funds, impact investing as well as engagement and voting services (fully described in PRI modules “Listed Equities Incorporation”, “Fixed Income”, “Infrastructures” and “Listed Equities Active Ownership”).

Several key strengths distinguish Mirova from other asset managers:

-Strong firm commitment to sustainable investment supported by a large in-house Responsible Investment Research team made up of 11 ESG specialists, and several academic partnerships to fuel internal knowledge;

-Conviction-based investment management: security selection is at the heart of investment processes, and sustainability is incoporated as part of idea generation, not only as a screening;

-Performance-driven approach across all asset classes;

- Coverage of all risks: financial and ESG.


OO 02. Headquarters and operational countries

02.1. 組織の拠点がある場所を選択してください。

France

02.2. オフィスが所在している国数を記載してください(本部を含む)。

02.3. 組織が正規雇用しているスタッフのおおよその人数を記載してください。

90 正規職員

02.4. 補足情報 [任意]

As regards Mirova’s staff:

The company has been growing rapidly since its creation: Mirova now employs 90 multi-disciplinary SRI experts with complementary backgrounds: specialists in thematic investment management, engineers, financial and ESG analysts, specialists and experts in socially-conscious finance and project financing.

Headed up by the CEO Philippe Zaouati, Mirova is organized around several teams. More support functions have been reinternalized within Mirova: Compliance, Internal Control, Risks, Human Resources

Expertise and investment management:

- Responsible Investment Research

- BU Equities, fixed-income Paris

- Equities and fixed income US

- BU Infrastructure / Energy and ecological transition

-BU Natural Capital

-Finance

- Operations

- Marketing

- Business Services

- Compliance, Legal

- Risks

- Human Resources – internal communication

- External communication

- IT mission

In 2019, Mirova completed the acquisition of Mirova Natural Capital (previously Althelia Ecosphere). Mirova Natural Capital the new entity, is a subsidiary of Mirova and brings together the required strategic vision and expertise to scale up this nascent but promising market, and serve institutional clients seeking market-level returns through high-impact investment solutions addressing major global environmental challenges such as climate change, protection of landscapes, biodiversity, soil and marine resources. 

Mirova also opened in the US a dedicated Mirova subsidiary within Ostrum AM US. Since April 1, 2019, these activities have been transferred to Mirova US, which is wholly owned by Mirova.

Additional support functions have been (re)internalised withing Mirova:  Compliance, Internal Control, Risks, Human resources

As regards Mirova’s offices:

In addition to its headquarters based in Paris, Mirova US is based in Boston. The new entity currently being integrated, Mirova-Althelia, is based both in London and in the Paris office. Mirova also has an administrative center in Luxemburg. 


OO 03. Subsidiaries that are separate PRI signatories

03.1. 組織内に単独でPRI署名機関となっている子会社があるかどうかを記載してください。

03.3. 補足情報 [任意]

Mirova does not have any PRI signatory subsidiary

However, its former parent-company Ostrum (previously Natixis AM) has been a signatory since 2008, and takes part in the annual reporting and assessment cycle on its own scope.


OO 04. Reporting year and AUM

04.1. 報告年度の最終日を記載してください。

31/12/2019

04.2. 報告年度末のAUM合計を記載してください。

子会社のAUM(顧問業務/執行のみの資産を除きます)を含みますが、(OO 03.2で「いいえ」と回答した)報告しないことを選択したPRIの署名機関である子会社のAUMを除きます。
Total AUM
10億 100万
Currency
Assets in USD
10億 100万

04.4. 執行および顧問業務サービスを利用して運用する資産の報告年度末時点のAUM合計を記載してください。

04.5. 補足情報 [任意]

The information communicated  include the acquired subsidiary Althelia ecosphere, and the social impact investing assets, on which Mirova does not report in the PRI reporting since there are no dedicated modules and they represent a limited amount of total assets under management. 


OO 06. How would you like to disclose your asset class mix

06.1. どのように資産クラス構成を開示したいかについて記載してください。

組織内で運用
組織外で運用

 

上場株式 >50% 65 0 0
債券 10-50% 20 0 0
プライベートエクイティ 0 0 0 0
不動産 0 0 0 0
インフラ 10-50% 10 0 0
コモディティ 0 0 0 0
ヘッジファンド 0 0 0 0
ファンドオブヘッジファンズ 0 0 0 0
森林 0 0 0 0
農地 0 0 0 0
包括的な金融 0 0 0 0
現金 0 0 0 0
短期金融市場商品 0 0 0 0
その他(1)(以下に具体的に記入してください) <10% 3 0 0
その他(2)(以下に具体的に記入してください) <10% 2 0 0

‘その他(1)’を具体的に記入してください

          Natural capital
        

‘その他(2)’を具体的に記入してください

          Social impact
        

06.2. 添付の画像に従って組織の資産クラス構成を公表する

06.3. 組織にオフバランスシート資産はありますか?

06.5. 組織がフィデューシャリー・マネージャーを使うかどうかを記載してください。

06.6. AUM資産クラス分割について説明する情報を記載してください。 [任意]

Mirova relies on different asset classes, with € 12.5 billion in assets under management at December 31, 2019, split as follow:

- Equity  (€8.2 billion). Mirova offers funds covering all sustainable development themes in the Euro, Europe and World zones. Mirova also offers its clients three strategies targeting a specific theme: a fund dedicated to environmental issues, a fund investing in job creation in France as well as a women fund.

- Infrastructures  (€1.2 billion). Mirova offers investors an offer of funds in renewable energies, positioned on mature technologies in Europe (wind, solar, biomass, etc.) as well as the integration of electric mobility.

- Social impact (€0.2 billion). Mirova offers a fund investing in unlisted projects and companies with high social and environmental impact

- Natural Capital (€0.3 billion). With the acquisition in 2017 of Althelia Ecosphere, and the creation of its subsidiary Mirova Natural Capital, In 2019,Mirova offers its clients strategies investing in small sustainable agriculture projects (e.g. organic cocoa) and carbon credits mainly located in non-OECD countries, in Africa, Asia and Latin America.


OO 07. Fixed income AUM breakdown (Private)


OO 08. Segregated mandates or pooled funds (Not Applicable)


OO 09. Breakdown of AUM by market

09.1. 組織のAUMの内訳を市場別に示してください。

98 先進国市場
02 新興国市場
0 フロンティア
0 その他の市場
合計100% 100%

09.2. 補足情報 [任意]


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