Investment Strategies

Equities

Equity investing offers the opportunity to share in the returns generated by companies around the world, whether they are established leaders or dynamic smaller companies.

Our approach

We have developed our equity investing capability over 30 years, and continuously innovate to ensure that we can provide the right solutions to meet our clients’ needs. From global to regional and single country, thematic or sector investing, our experienced investment professionals use the latest in data and technology to bring their insights to our clients.

Our style

AXA IM’s equity investment team is fundamentally driven, active in approach, and manages a range of qualitative and quantitative solutions. As well as fully embedding risk controls, our strategies also integrate a range of Environmental, Social and Governance (ESG) insights, which we believe helps to deliver sustainable long-term value.

Our unconstrained investment approach is conviction led, thematically driven, and underpinned by rigorous fundamental research and innovation. Our qualitative equity investment professionals apply in-depth company research and analysis, including company meetings, to identify the drivers of long-term returns for the stocks they cover and to capture future trends in the portfolios they construct. Our quantitative investment approach combines vast sets of data and technology to seek investment opportunities on a global scale. We use advanced modelling techniques to conduct rigorous research, allowing the development of proprietary factor insights that we use to target specific investment outcomes for our clients.

Responsible investing

Responsible investing lies at the heart of AXA IM. As a responsible asset manager, we actively invest for the long term to help our clients prosper and to secure a thriving future for people and the planet. Over more than 20 years, we have built a powerful responsible investment capability and, with more than 90% of all asset classes incorporating environmental, social and governance (ESG) considerations.2 We are considered a global leader in responsible investing.3

  • The ESG data used in the investment process are based on ESG methodologies which rely in part on third party data, and in some cases are internally developed. They are subjective and may change over time. Despite several initiatives, the lack of harmonised definitions can make ESG criteria heterogeneous. As such, the different investment strategies that use ESG criteria and ESG reporting are difficult to compare with each other. Strategies that incorporate ESG criteria and those that incorporate sustainable development criteria may use ESG data that appear similar but which should be distinguished because their calculation method may be different.
  • For example, see H&K Responsible Investment Brand Index 2020

Navigating the changing macroeconomic environment over the long term

We seek to meet the investment objectives of our clients by investing actively on their behalf. Our investment teams are informed by deep macroeconomic insights into long-term emerging and structural themes, as well as by the latest in data and technology to generate informed and granular insights into the companies in which we invest.

Making investing easier

We want to make it easier for clients to reach their financial goals. That's why we offer a broad and diverse range of opportunities across different markets and regions. We support our clients by keeping our investment processes transparent and sharing the latest news and insights so they can explore new opportunities.

Sustainable Investing

Why sustainable investing?

Sustainable strategies are those where investment decisions are guided by ESG themes. They aim to promote environmental sustainability and minimise the negative impact of issues such as climate change, while also delivering financial returns.

Companies are having to adapt to their customers’ higher expectations around sustainable practices, which is backed by governmental and regulatory support to incorporate sustainability measures into company information. In addition, industry research and analysis are increasingly suggesting that incorporating ESG factors into investment processes can identify risks while potentially generating excess returns.

Our strategy

Our Global Factors - Sustainable Equity strategy follows a factor-based investment approach – focused on the Low Volatility and the High Quality factors – while actively investing in a sustainable way.

Our Sustainable Europe, Eurozone and UK Sustainable strategies comprise actively managed large-cap equities with a specific focus on climate change and/or robust companies’ ESG profiles. This is achieved through our responsible investment filter, proprietary ESG analysis and active engagement and voting.

Equities

Our sustainable equity strategy

ESG Integration to mitigate risks and potentially improve long term returns.

Find out more

Risks

No assurance can be given that our equity strategies will be successful. Investors can lose some or all of their capital invested. Our strategies are subject to risks including, but not limited to: equity; emerging markets; global investments; investments in small and micro capitalisation universe; investments in specific sectors or asset classes specific risks, liquidity risk, credit risk, counterparty risk, legal risk, valuation risk, operational risk and risks related to the underlying assets.

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    Disclaimer

    This website is published by AXA Investment Managers Australia Ltd (ABN 47 107 346 841 AFSL 273320) (“AXA IM Australia”) and is intended only for professional investors, sophisticated investors and wholesale clients as defined in the Corporations Act 2001 (Cth).

    This publication is for informational purposes only and does not constitute investment research or financial analysis relating to transactions in financial instruments, nor does it constitute on the part of AXA Investment Managers or its affiliated companies an offer to buy or sell any investments, products or services, and should not be considered as solicitation or investment, legal or tax advice, a recommendation for an investment strategy or a personalized recommendation to buy or sell securities.

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    All investment involves risk , including the loss of capital. The value of investments and the income from them can fluctuate and investors may not get back the amount originally invested.