Responsible Investing
We actively invest for the long-term prosperity of our clients and to secure a sustainable future for the planet.
Overview
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.
We are committed to responsible investing1
With the United Nations Principles for Responsible Investment (PRI) programme.
of AUM2 classified as Articles 8 & 9 under SFDR
across our Core business. Our dedicated Impact range grows every year, delivering verifiable positive effects alongside financial returns.
Putting responsible investing to work in our strategies.
Our first RI mandate was awarded in 1998 and helped to create sustainable jobs.
of the Net Zero Asset Managers Initiative.
Our Approach
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.
How to invest for the people and planet
Our sustainable investing strategies are at the forefront of responsible investing at AXA IM Core. The strategies here are designed to help clients target specific sustainability goals around issues such as climate change and inequality while continuing to adopt the reinforced approach to sustainability risks and good governance practices.
ExploreESG 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.
Responsible Investing policy
Our Responsible Investment policy describing our vision and our capabilities towards responsible investment and how we integrate ESG factors into our investment platforms.
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.
Stewardship
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.
Disclaimer
The classification of the [Fund] under SFDR may be subject to adjustments and amendments, since SFDR has come into force recently only and certain aspects of SFDR may be subject to new and/or different interpretations than those existing at the date of this [Prospectus/PPM]. As part of the ongoing assessment and current process of classifying its financial products under SFDR, [the Manager] reserves the right, in accordance with and within the limits of applicable regulations and of the [Fund]’s [legal documentation], to amend the classification of the Fund from time to time to reflect changes in market practice, its own interpretations, SFDR-related laws or regulations or currently-applicable delegated regulations, communications from national or European authorities or court decisions clarifying SFDR interpretations. Investors are reminded that they should not base their investment decisions on the information presented under SFDR only.
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 harmonized 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.
How we are making progress towards sustainability
Sustainability is at the heart of everything we do, with the ambition to be the world’s leading responsible asset manager.
View our climate action report
Our policies and reports
We are firmly committed to embedding sustainability into our business practices and culture.
What is SFDR?
Five key questions answered about the EU's new Sustainable Finance Disclosure Regulation (SFDR) rules.
Our approach and methodology
SFDR, in its article 2 (17), provides a wide definition of what a sustainable investment is, leaving some room for interpretation and implementation. Find out more about our approach and methodology to sustainable investment.
Disclaimer
This website is published by AXA Investment Managers Asia (Singapore) Ltd. (Registration No. 199001714W) for general circulation and informational purposes only. It 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. It has been prepared without taking into account the specific personal circumstances, investment objectives, financial situation or particular needs of any particular person and may be subject to change without notice. Please consult your financial or other professional advisers before making any investment decision.
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. Past performance is not necessarily indicative of future performance.
Some of the Services and/or products may not be available for offer to retail investors.
This publication has not been reviewed by the Monetary Authority of Singapore.