• AXA IM
  • Responsible Investing

Responsible Investing

We actively invest for the long-term prosperity of our clients and to secure a sustainable future for the planet.

Overview

Within AXA IM, our ambition is to be the world's leading responsible investor. We expect the global economy will move to a more sustainable model over the coming years, and we want to be an active partner for clients as that transition takes place.

20+ years experience

We have built a powerful responsible investing (RI) capability over more than two decades. Today, dedicated specialists in our investment platforms influence how we invest across all asset classes.

At the heart of the business

Our active ownership specialists lead our stewardship and research functions, while other RI experts work directly with portfolio managers to integrate environmental, social and governance (ESG) factors into strategies.

Responsible investing at a glance1

7   A+ ratings

With the United Nations Principles for Responsible Investment (PRI) programme.

30 + specialists

Putting responsible investing to work in our strategies.

90%

of AUM** classified as Articles 8 & 9 under SFDR2.

20 + years

Our first RI mandate was awarded in 1998 and helped to create sustainable jobs.

9   impact strategies

Our dedicated Impact range grows every year, delivering verifiable positive effects alongside financial returns.

Transition bonds

We have led industry development of this new asset class which seeks to drive change in carbon-intensive businesses.

RI for institutional clients

We aim to be a flexible partner for pension funds and insurers seeking to embed ESG factors into their strategies.

As a leading financial services company, we strongly believe that responsible investing can deliver value for clients while making a positive impact on society and the environment.

We share the long-term vision of institutions who want to deliver those positive impacts – in order to help build sustainable, thriving economies for generations to come.

ESG analysis & reports

Our active ownership specialists conduct regular detailed research into a broad sweep of ESG themes and sustainability trends to better understand how markets are evolving and how economies will adapt to changing conditions.

What is SFDR?

The SFDR rules – which come into effect this year – give asset managers like AXA IM a template for reporting how environmental, social and governance (ESG) factors are handled at both firm level and product level. That should give clients a simpler way to compare how asset managers are approaching major sustainability issues like climate change.

We believe that a proper consideration of relevant ESG criteria is needed to assess the long-term sustainability of company performance. We take action through corporate engagement and voting that is designed to achieve positive risk-adjusted returns for our clients and support a sustainable future economy.

Our transparent, active ownership approach aims to benefit our clients both in the form of risk-adjusted returns in the medium-term, and by building a sustainable and prosperous economy over the long term.

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Overview

Our ambition is to be the world's leading responsible investor. We expect the global economy will move to a more sustainable model over the coming years, and we want to be an active partner for clients as that transition takes place.

20+ years experience

We have built a powerful responsible investing (RI) capability over more than two decades. Today, dedicated specialists in our investment platforms influence how we invest across all asset classes.

At the heart of the business

Our active ownership specialists lead our stewardship and research functions, while other RI experts work directly with portfolio managers to integrate environmental, social and governance (ESG) factors into strategies.

Our approach

The vast majority of our assets under management integrate our ESG analysis and quantitative scores into the investment process, while applying our core exclusions policy. We believe this can deliver value for clients by identifying risks and opportunities linked to key sustainability trends in the global economy.

Avoid

We exclude assets that fail to meet our baseline criteria for responsible investing.

Identify

We uncover risks and opportunities linked to ESG factors.

Invest

We use ESG analysis and scoring to shape and enhance our investment processes.

Impact

In select strategies, we seek to deliver direct, measurable and positive effects on society and/or the environment.

Influence

We engage with companies and sovereigns to promote sustainable decision making.

    Disclaimer

    This website is published by AXA Investment Managers Asia (Singapore) Ltd (ARBN 115203622) (“AXA IM Asia”). AXA IM Asia is exempt from the requirement to hold an Australian Financial Services License and is regulated by the Monetary Authority of Singapore under Singaporean laws, which differ from Australian laws.  AXA IM Asia offers financial services in Australia only to residents who are “wholesale clients" within the meaning of 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.

    Due to its simplification, this publication is partial and opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. Data, figures, declarations, analysis, predictions and other information in this publication is provided based on our state of knowledge at the time of creation of this publication. Whilst every care is taken, no representation or warranty (including liability towards third parties), express or implied, is made as to the accuracy, reliability or completeness of the information contained herein. Reliance upon information in this material is at the sole discretion of the recipient. This material does not contain sufficient information to support an investment decision.

    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.