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.
Equities in numbers
Our complementary investment teams are fundamentally driven, and we offer a range of unconstrained and quantitative solutions.
Our unconstrained investment approach is led by high convictions and a recognition that a long-term investment focus is increasingly shifting from a geographic to a thematic approach. Our processes are underpinned by rigorous fundamental research and innovation designed to capture future trends. Our equity investment professionals apply in-depth company research and analysis to identify the drivers of long-term risk and returns inherent to equity investing. Our unconstrained fundamental strategies are managed by our Framlington Equities team.
Our quantitative investment approach combines data and technology to seek investment opportunities on a global scale. We use cutting edge modelling techniques to conduct rigorous research into the long-term drivers of risk and return, allowing us to develop a range of proprietary factor insights that we use to target specific investment outcomes for our clients. Our quantitative strategies are managed by our Rosenberg Equities team.
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.
Global equity portfolio managers have a very large universe of investments to choose from, which means it is vital to have an investment team with the background to identify opportunities with the most growth potential. We have decades of experience investing for clients across different sectors, geographies and economic climates, and we can offer diversification via a range of strategies.
Thematic & sector
In today’s highly disruptive world, these approaches are typically focused around the two main drivers of long-term corporate behaviour – demographic shifts and technological changes.
We provide strategies for thematic and sector investing which address the key themes which we believe will offer the best opportunities for long-term structural growth for equity investors.
What is the Evolving Economy?
Discover the five themes that we believe will shape the way companies operate in the future.Find out more
Sustainable & impact
We offer investors strategies designed with the purpose of supporting the transition to a more sustainable economy where investment decisions are guided by ESG themes, or driven by a measurable/positive impact.
Regional & country
Invest in a specific geography, whether that's a continent like Europe, a region like emerging markets, or even a single country like the US or Japan.
Our teams use local market and regional expertise to explore investment opportunities all over the world. From the biggest global economy and largest equity market in the US, to exciting opportunities in Europe, the UK, and future economic powerhouses in Asia and emerging markets.
Why UK equities are a must-have for any global equity portfolio?
The UK equity market is a key geographical market and source of potential returns for investors globally.Explore now
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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