How to invest for a sustainable world?

Overview

Be invested in better. Invest for a sustainable future.

Investing for a sustainable future isn’t just a business imperative, it’s a moral imperative too. By backing the companies and projects taking action now, you can help accelerate the transition to a more sustainable world and a better future for everyone.

At AXA IM, we recognise that we have an active role to play in this transition as a business, an investor and employer.

We believe in empowering our clients to invest in the transition to a more sustainable planet and society. We think asset managers can play a leading role in this transition by directing investment capital towards the businesses and projects creating solutions to some of the world’s greatest challenges, including climate change, biodiversity loss, demographic shifts, and ensuring fair and safe societies.

Sustainable Investing

Be invested in better. Invest for a sustainable future.

On the journey to a more sustainable future, we all want to say we played a part. But to make the world a better place, we all need to be invested in it.

Watch the video to learn more about our sustainable investing initiative.

Find out more

ESG integration

Using Environmental, Social and Governance (ESG) factors to enhance traditional financial analysis by identifying potential risks and opportunities.

Exclusions

Rules that decide which areas a portfolio will not invest in, either for moral reasons or in an effort to avoid the highest potential ESG-related risks. For example, sectors like tobacco and controversial weapons.

Impact investing

The focus on financing businesses and projects that are designed to have intentional, positive and measurable impacts on society. The objective is to balance financial returns and have a measurable impact on specific issues such as climate change.

Sustainable investing

We define sustainable portfolios as those where sustainability criteria are central to the security selection and portfolio construction process. The objective is deliver financial performance while promoting sustainability.

How do we invest responsibly?

There are three common pillars to our RI approach incorporated across AXA IM Core fixed income, equity, and multi-asset portfolios.

  1. Framework for data and research: We integrate ESG in research and portfolio construction stages; seeking to generate robust quantitative data that can guide portfolio managers, while delivering qualitative research that digs into how ESG themes are affecting assets, sectors and regions.
  2. Exclusions: We apply both firm-wide minimum sectorial policies and AXA IM Standards which exclude non ESG-compliant exposures.
  3. Active ownership: We are proactive with our engagement and voting to identify potential ESG risks before they materialise.

Our offering

Since ESG is already embedded into our investment processes across our equity, fixed income and multi asset, as of December 2021, c.85% of our funds and strategies within AXA IM Core fall under Articles 8 and 9 of the EU’s Sustainable Finance Disclosure Regulation (SFDR),1  meaning they meet the most demanding and stringent of the EU regulatory disclosures for sustainable investment funds.

  • Excludes non applicable assets (assets that are managed outside the EU and therefore not in scope of the regulation). The product categorization is provided based on the basis of the European Directive (EU) 2019/2088 on sustainability-related disclosures in the financial services sector (“SFDR Regulation”). The attention of each recipient is drawn to the fact that, as of today the SFDR related regulatory technical standards (“RTS”) have not been finalized and remain subject to the approval and formal adoption by the European Commission and the European Parliament and Council. Furthermore, there may be further guidance in relation to the interpretation of the SFDR Regulation. We are monitoring regulatory developments closely, and the product categorization shall be re-assessed and may evolve when the RTS and/or further guidance is published.

Sustainable Investing

Our sustainable investing strategies are at the forefront of responsible investing at AXA IM Core that meet the requirements of the Article 9 of the SFDR regulation. The strategies here are designed to help clients target specific sustainability goals around people and the planet, such as inequality and climate change.

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