Imfino News

ImfinoWire

Natixis Investment Managers Launches Mirova International Sustainable Equity Fund

 Jan 2019
  • Focus on investments that offer solutions to major global transitions such as demographics, environmental issues, technological advances, and governance changes.
  • Fund can offer core international equity allocation; complement to core equity allocation; improve portfolio sustainability.

BOSTON, January 3, 2019 - Natixis Investment Managers today announced the launch of the Mirova International Sustainable Equity Fund (MRVYX), an international equity mutual fund which utilizes Mirova’s sustainable investing experience. The fund became effective on December 28, 2018. The Mirova International Sustainable Equity Fund is an all-cap international equity fund that seeks long-term capital appreciation. The Fund also seeks to maximize exposure to companies with a positive impact on the United Nations’ Sustainable Development Goals, while avoiding companies whose activities or products have a negative impact on or create risk to achieving such goals.

“At Mirova, we believe there’s an inextricable link between long-term value creation and sustainability,” said Jens Peers, CFA, Chief Investment Officer, Sustainable Equities, at Mirova. “We feel that investors should be connected to the real world economy by investing in innovative businesses that play a real role in building a sustainable world, and therefore, we are giving investors the opportunity to be actively involved in improving corporate environmental, social and governance practices.”

Mirova takes a thematic approach, investing in companies they believe present opportunities and solutions related to sustainable development themes derived from long-term transitions – demographics, environmental issues, technological advances, and governance changes. The managers conduct detailed fundamental research to select companies they believe are well-managed, are expected to benefit from strong, sustainable competitive advantages, and have demonstrated a solid financial structure while avoiding irresponsible risks. Managers invest in securities trading at significant discounts to what they believe are their intrinsic values.

“We are pleased to provide investors with an opportunity to further diversify their portfolios in an international equity fund that draws on the expertise of our affiliate Mirova,” said David Giunta, CEO for the US and Canada at Natixis Investment Managers. “Through the fund, investors are able to gain access to the growth potential associated with long-term, sustainable investment themes. In doing so, they are also potentially improving the sustainability profile of their overall portfolio.”

The fund is co-managed by Jens Peers, CFA®, Hua Cheng, CFA® and Amber Fairbanks, CFA®. The fund seeks to maintain a relatively concentrated portfolio of approximately 50 non-US stocks and is managed by Ostrum Asset Management U.S., LLC (“Ostrum US”).

RISKS: Equity securities are volatile and can decline significantly in response to broad market and economic conditions. Foreign and emerging market securities may be subject to greater political, economic, environmental, credit, currency and information risks. Foreign securities may be subject to higher volatility than US securities, due to varying degrees of regulation and limited liquidity. These risks are magnified in emerging markets. Investments in small and midsize companies can be more volatile than those of larger companies. Sustainable investing focuses on investments in companies that relate to certain sustainable development themes and demonstrate adherence to environmental, social and governance (ESG) practices; therefore the Fund's universe of investments may be reduced. It may sell a security when it could be disadvantageous to do so or forgo opportunities in certain companies, industries, sectors or countries. This could have a negative impact on performance depending on whether such investments are in or out of favor. Currency exchange rates between the US dollar and foreign currencies may cause the value of the Fund's investments to decline.

Before investing, consider the fund's investment objectives, risks, charges, and expenses. Visit im.natixis.com or call 800-225-5478 for a prospectus or a summary prospectus containing this and other information. Read it carefully.

About Natixis Investment Managers

Natixis Investment Managers serves financial professionals with more insightful ways to construct portfolios. Powered by the expertise of 27 specialized investment managers globally, we apply Active ThinkingSM to deliver proactive solutions that help clients pursue better outcomes in all markets. Natixis ranks among the world’s largest asset management firms1 with nearly $1 trillion assets under management2 ($999.5 billion/€860.6 billion AUM).

Headquartered in Paris and Boston, Natixis Investment Managers is a subsidiary of Natixis. Listed on the Paris Stock Exchange, Natixis is a subsidiary of BPCE, the second-largest banking group in France. Natixis Investment Managers’ affiliated investment management firms and distribution and service groups include Active Index Advisors®;3 AEW; AlphaSimplex Group; Axeltis; Darius Capital Partners; DNCA Investments;4 Dorval Asset Management;5 Gateway Investment Advisers; H2O Asset Management;5 Harris Associates; Investors Mutual Limited; Loomis, Sayles & Company; Managed Portfolio Advisors®;5 McDonnell Investment Management; Mirova;6 MV Credit; Ossiam; Ostrum Asset Management; Seeyond;6 Vaughan Nelson Investment Management; Vega Investment Managers; and Natixis Private Equity Division, which includes Seventure Partners, Naxicap Partners, Alliance Entreprendre, Euro Private Equity, Caspian Private Equity;7 and Eagle Asia Partners. Not all offerings available in all jurisdictions. For additional information, please visit the company’s website at im.natixis.com | LinkedIn: linkedin.com/company/natixis-investment-managers.

Natixis Investment Managers includes all of the investment management and distribution entities affiliated with Natixis Distribution, L.P. and Natixis Investment Managers S.A.

Natixis Distribution, L.P. is a limited purpose broker-dealer and the distributor of various registered investment companies for which advisory services are provided by affiliates of Natixis Investment Managers.

1 Cerulli Quantitative Update: Global Markets 2018 ranked Natixis Investment Managers as the 16th largest asset manager in the world based on assets under management as of December 31, 2017.

2 Net asset value as of September 30, 2018. Assets under management (“AUM”), as reported, may include notional assets, assets serviced, gross assets and other types of non-regulatory AUM.

3 A division of Natixis Advisors, L.P.

4 A brand of DNCA Finance.

5 A subsidiary of Ostrum Asset Management.

6 Operated in the U.S. through Ostrum Asset Management U.S., LLC.

7 Caspian Private Equity is a joint venture between Natixis Investment Managers, L.P. and Caspian Management Holdings, LLC.


Back

Inquiry and contact information

Maggie McCuen

Natixis

617-449-2543

Maggie.McCuen@Natixis.com