• 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+ ratings1

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

87 %

of AUM2 classified as Articles 8 & 9 under SFDR

12 impact strategies

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

29 + specialists

Putting responsible investing to work in our strategies.

20 years

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

F ounding member

of the Net Zero Asset Managers Initiative.

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.

How to invest sustainably

Investing in companies and projects that are leading the way to a more sustainable world not only helps us reach a net-zero economy by 2050 but can deliver more sustainable returns in the future. 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.  

Sustainable investing

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.

Explore

AXA IM’s road to net zero

The road to a net zero world is challenging to navigate and requires a collective effort. Every individual, company, and government must play its part. There isn’t one single answer or path to solving this challenge, but we want to be one of the leaders on this journey: in our investment choices, the products we offer, the way we engage and vote, and manage our business.

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.

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

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.
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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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.

    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.

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