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Investment Strategies

Equities

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

30+ years
in asset management
€72 bn
of equity assets1
6   major centres
with teams in financial hubs worldwide

Our approach

We have developed our equity investing capability over 30 years, and continuously innovate to ensure that we can provide the right solutions to meet our clients’ needs. From global to regional and single country, thematic or sector investing, our experienced investment professionals use the latest in data and technology to bring their insights to our clients.

Our style

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

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 investing – also called trend investing or mega-trend investing – is a broad term used to describe investment approaches which focus on certain economic, corporate, environmental, social or technological themes.

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.

Evolving Economy

What is the Evolving Economy?

Discover the five themes that we believe will shape the way companies operate in the future.

Find out more

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. 

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. 

UK EQUITIES

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

Risks

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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    Disclaimer

    Some of the services and/or products are not available for offer to U.S. persons.

    This promotional communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision.

    Due to its simplification, this document 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 document is provided based on our state of knowledge at the time of creation of this document. 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.

    Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 22 Bishopsgate London EC2N 4BQ.

    The firm seeks to achieve its clients’ investment objectives primarily through reliance on the modelling of proprietary and 3rd party financial and non-financial data, information, and considerations, the sources, weights, and implementation of which may be subject to change and/or the discretion of the firm regardless of whether described herein or elsewhere. Although many of its investment approaches are driven by bottom-up stock selection akin to that of a traditional fundamental investor, the firm seeks to achieve its clients’ investment objectives primarily in reliance on analytical models. The goal of the firm’s systematic approach is not to replicate a perfect “model” portfolio; instead, like other long-term, fundamentally oriented investors, it seeks to create portfolios possessing ex ante those fundamental and statistically important characteristics reflecting our investment beliefs. The firm’s ability to implement its investment objectives depends on various considerations such as the models’ economic, analytical and mathematical underpinnings, the accurate encapsulation of those principles in a complex computational (including software code) environment, the quality of the models’ data inputs, changes in market conditions, and the successful expression of the models' views into the investment portfolio construction process. Many of these have subjective elements that present the possibility of human error. While the investment process principally relies on models, the firm’s process also incorporates the investment judgment of its portfolio managers who may exercise discretion in attempting to capture the intent of the models, particularly in changing market conditions. The firm’s success in implementing its investment objectives may depend on the ability of portfolio managers and others to interpret and implement the signals generated by the models. The firm has established certain systematic rules and processes for monitoring client portfolios to ensure that they are managed in accordance with their investment objectives, but there is no guarantee that these rules or processes will effectively manage the risks associated with its investment process under all market conditions. While the firm employs controls designed to assure that our models are sound in their development and appropriately adapted, calibrated and configured, analytical error, software development errors, and implementation errors are an inherent risk of complex analytical models and quantitative investment management processes.  These errors may be extremely hard to detect, and some may go undetected for long periods of time or indefinitely. The firm’s controls, including our escalation policies, are designed to ensure that certain types of errors are subject to review once discovered. However, the effect of errors on our investment process and, where relevant, performance (which can be either positive or negative) may not be fully apparent even when discovered. When the firm discovers an investment process error in one of its models, it may in good faith and in accordance with its obligations, decide not to correct the error, to delay correction of an error, or develop other methodology to address the error, if not inconsistent with the client’s interests. Also, the firm generally will not disclose to affected clients investment process errors that are not the result of a contractual or regulatory breach, or that are non-compensable, unless it otherwise determines that information regarding the error is material to its clients.

    Risk Warning

    The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested.