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Fixed income
Active fixed income investments uncover yield and value opportunities while mitigating risk. Tap into Natixis Investment Managers’ expertise.
September 18, 2024
Portfolio analysis & consulting
In-depth portfolio analysis to identify and measure sources and drivers of risk and return that can be applied to asset allocation in client portfolios.
October 09, 2024
Where does fixed income go from here?
Three veteran fixed income managers answer questions on investors’ minds, especially after the Fed’s interest rate cut.
Tools of the Trade
Tap into insights, portfolio analysis techniques, and educational tools to explore trends, navigate rapidly changing markets, and uncover opportunities.
Diversity, inclusion, and belonging
We continually work to create an environment that promotes diversity, inclusion, and belonging in all its forms, across gender, race, religion, sexual orientation, disability, ethnicity and background.
Sustainable investing

Equity strategy chooses companies investing for the future

September 15, 2023 - 6 min read

Mirova US Portfolio Manager and CIO Jens Peers explains the firm’s approach to creating a high-conviction, multi-thematic, sustainable equity portfolio.

  • Mirova has identified four key long-term societal and economic transitions that they believe will affect the future, and selects companies that can benefit from those transitions.
  • The team seeks to invest in companies that offer solutions to make those transitions happen, and that are most able to adapt to changes occurring in the next decade or so.
  • Current portfolio positioning includes defensive sectors like utilities and pharmaceuticals as well as companies that are well-positioned for the technological transition that includes AI, cloud computing and self-driving cars.
  • The strategy typically invests in companies only when they are trading at a 20% discount to intrinsic value, and integrates sustainability at every level of portfolio construction.
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