Mara reposted this
It was an honor to share insights at IPEM 2025 with Sasha Batica, CFA, Pierre Stadler, and Martina Sanow, discussing the development potential of thematic private asset funds in wealth channels. Key takeaways: 1. At Mirova, our private equity investment strategies revolve around a thematic approach. - Our environmental strategy targets growth-stage solution providers in renewable energy, smart cities, agtech, circular economy, and natural resources. - Our tech for good strategy focuses on health, well being, new consumption habits, and education at all life stages. 2. Identifying companies in these sectors with proven technology, commercial traction, and scalability potential demands expertise and focus. 3. Despite short-term uncertainties and political instability, these solution providers address critical long-term needs like planetary boundaries and associated impacts, such as droughts, pollution and soil erosion. This is why the value creation potential is robust. 4. This approach offers strong financial performance potential while contributing to environmental and social goals, aligning with SDGs. Individual investors appreciate the thematic focus and meaningful impact of their investments. 5. Notably, individual investors make up 30% of our asset base in thematic private equity, showcasing substantial market interest.