Equity
Mirova offers a wide range of equity strategies that combine long-term value creation with a positive impact on the environment and society.
Our approach is based on continuous analysis of major trends shaping the future, which we see as sources of value creation.
We identify four primary forces:
- Environmental transition
- Technological innovations
- Demographic transitions
- Geopolitical and governance shifts
Our investment solutions, focused on innovation and sustainability, are designed to address these challenges.
Our long-term approach considers, in every investment decision, the relevance of the business model, the company’s strategic and financial strength, as well as environmental, social, and governance (ESG) criteria.
Key Figures
in assets under management invested in listed equities of companies worldwide
who are both portfolio managers and analysts
make up the Responsible Investment research team
Thematic Equity Range
We believe that environmental transition, technological innovations, demographic transitions, and geopolitical & governance shifts are the root causes of the “tectonic” changes shaping tomorrow’s world and affecting companies and their finances.
These forces form the foundation of our investment approach and guide the construction of our thematic portfolios.
We focus on market sectors with often underestimated growth potential, offering active, fundamental, long-term management without geographic or sector constraints.
Environmental Transition
In the face of climate change and resource scarcity, tomorrow’s successful companies are those that integrate environmental challenges at the heart of their business model.
We invest in companies playing a key role in accelerating the energy transition, committed to resource preservation, and offering long-term growth prospects.
Technological Innovations
The technological transition includes artificial intelligence, the digitalization of the economy, robotics, and cybersecurity—factors transforming industries, driving productivity gains, and creating new opportunities.
We invest in companies exposed to these technologies for their significant growth potential.
Demographic Transitions
Demographic changes, population aging, and urbanization are profoundly transforming economic and social needs.
These dynamics create opportunities in key sectors such as health and education.
We invest in companies able to anticipate these changes, innovate to meet demand, and offer sustainable growth prospects in a world where population structure is redefining economic priorities.
Geopolitical & Governance Shifts
With rising geopolitical tensions and shifting global balances, companies must integrate strategic autonomy and sovereignty into their models.
Securing supply chains and protecting critical assets is essential.
We invest in resilient companies with diverse and transparent governance, able to thrive amid global instability, where trade tensions and regulatory uncertainties are redefining economic rules.
Multi-Thematic Equity Range
We are convinced that structural change is a powerful driver of long-term performance and that companies aligned with these trends will benefit from favorable economic conditions.
Our investment philosophy is based on identifying growth opportunities arising from major underlying trends—demography, technology, environment, and governance—and integrating them at the core of our investment process.
We offer multi-thematic equity strategies by geographic area: eurozone, Europe, world, and world ex-US.
Each strategy, according to its geographic focus and opportunities, seeks to invest across all sustainable development themes through active, responsible conviction management.
Position Paper
Investing Insights from the Sustainable Equity Team
