Fixed Income and listed equities
Mirova is committed to transparency and provides investors with full visibility as to how their assets are being managed. The differences between the information publicly disclosed and those destinated to clients only are the following:
-Publicly disclosed : reports, transparence codes, products description, research papers, studies (all being available online). Its responsible investment approach is fully described to all :
- on its website, for instance in the section dedicated to fixed income: https://www.mirova.com/en/invest/fixed-income
- in its “FIR-AFG RI Transparency Code” : http://www.mirova.com/en-UK/p/our-funds#
- in a document entitled “Acting as a responsible investor”: https://www.mirova.com/sites/default/files/2019-07/MirovaImpactReport2018.pdf
and in its PRI transparency report, which is publicly available online and describes in details how ESG criteria are incorporated within each asset class, among which fixed income: https://www.unpri.org/explore/?q=mirova
In funds’ monthly factsheets that include ESG KPIs, in addition to the financial data (performance, risk) : http://www.mirova.com/en-UK/p/our-funds#
Many thematic studies are publicly made available on its extensive online library: https://www.mirova.com/en/ideas
-Client only : process description, and we provide ad-hoc answer to client’s questions (from top position explications, inventory details, detailled green bond analysis…)
In addition to public documents, Mirova provides its primary institutional clients (on resquest) with detailed presentations of its investment processes and with a tailor-made report that, among other things, includes a RI market review ; - the ESG assessment of issuers held in their portfolios and updated ESG newsflow on these issuers; engagement actions involving these issuers, notably as regards green / social bonds.
Due to confidentialy matters inherent to private infrastructure fund management, we only disclose publicy the ESG performance of Mirova Eurofideme 3 in compliance with the greenfin Label requirements the Fund was granted. That being said, Mirova Sustainaibility Infrastructure Policy, applicable for all infrastrcuture funds we manage, is available to everyone on our website for professional investors https://www.mirova.com/en/investir/infrastructures-energies-renouvelables-pro
Listed Equity - Proxy Voting
Everything is described in our voting policy and voting reporting, which is available online. Nevertheless, we can provide more specific information when clients ask for it.