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Investment Strategies

Institutional Featured Solutions

We help institutional investors by building innovative and sustainable custom solutions to support ever-evolving financial, regulatory and stakeholder needs.

Spotlight on institutional clients

£645 bn
Assets managed globally for pension funds, insurers and other institutions1
100
UK & Irish pension fund & insurance clients1
1998
Since our first RI mandate, serving UK & Irish institutions for over 20 years1

Overview

We are an active, long-term and responsible partner for our clients. Our goal is to deliver an offering for pension funds and insurers that meets their varied requirements for sustainable, risk-adjusted returns.

Bespoke, actively-managed solutions

We have global reach combined with extensive experience of challenges UK & Irish institutions face in the environment in which we live and invest. Our active investment approach and deep-research capability develops innovative and responsive solutions across asset classes, helping our clients meet their challenges decades into the future. 

A powerful Responsible Investing capability

We have devoted substantial resources over time to build a valuable understanding of the risks and opportunities presented by ESG. Our proprietary analytical tools allow us to put sustainability at the heart of institutional portfolios and build investment resilience over the longer term.

We developed our first RI mandate in 1998 and have built substantial resources and industry-leading expertise to partner with asset owners and advisors to help address the greatest global challenges impacting our planet.

Positive impact investing
Our experience shows demand for sustainable investing has increased. Individual investors and companies are looking for solutions which will allow them to invest in a sustainable manner; strategies focused on delivering the kind of resilience that is necessary to navigate uncertain market conditions related to the unprecedented challenges that we and the planet face.

Responsible Investing is at the heart of what we do
We are responsible investors at heart. We not only monitor environmental, social and governance (ESG) risks and opportunities on behalf of our clients, but we adhere to the responsibility that comes with being an investor across all dimensions of our business. 

We believe fundamentally that long-term, active Responsible Investing can deliver sustainable value for clients and create a positive impact on society and the environment. This has underpinned our work for more than 20 years in developing investment solutions that incorporate ESG considerations across all asset classes.

Responsible Investing

Responsible Investing Insights

Our team conducts regular detailed research into a broad range of ESG themes and sustainability trends to better understand how markets are evolving and how economies will adapt to changing conditions.

Explore insights

Cashflow Driven Investing

Long-term credit solutions to help deliver on Defined Benefit pensions promises

Why Cashflow Driven Investing (CDI)? 
Cashflow negativity, together with decreasing liquidity in credit markets, rising transaction costs and regulatory changes, means schemes face an increasingly difficult challenge in ensuring they can meet all of their pension liabilities efficiently.

Cashflow driven investing is a long-term approach that seeks to help schemes increase their ability to meet both their future cashflow requirements and their funding objectives.

A long-term partnership approach
Built on a strong understanding of the needs of maturing schemes, our CDI framework is designed as an intelligent, cost-effective way to help secure members’ benefits - a flexible and transparent approach, which aims to ensure capital preservation, predictability of cashflows and maximised credit returns.

We recognise that each scheme is unique, and so partner with our clients and their advisers to develop solutions which align to the scheme’s specific position and aims, while retaining the flexibility to adapt to market conditions and future changes in scheme objectives.

Institutional

Global secured finance

In a lower-for-longer interest rate world, secured finance solutions offer investors the potential for much-needed yield and predictable cash flows

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Fixed income is an essential component in an institutional investor's portfolio allocation. Working with our clients, we design and implement fixed income strategies to achieve optimal outcomes.

Global scale & market access
With £486bn of fixed income assets under management globally, our scale and specialist expertise across a broad spectrum of fixed income strategies, enables us to offer outcome-oriented, resilient solutions in line with client needs.AXA IM, as at 30/09/2020.

Whether seeking attractive yields, to enhance portfolio diversification or generate sustainable and predictable cashflows for our clients, our expert  investment professionals draw on our extensive credit and macroeconomic research, our top-tier fixed income and derivatives trading capabilities and robust risk management tools.

Forward looking ESG analysis helps build resilient portfolios
Integral to our core fixed income investment processes, we believe that ESG factor analysis, together with active issuer engagement, broadens our opportunity set, is critical to effective risk management and leads to more resilient and sustainable outcomes for clients.

Partnering with insurers to design and deliver optimal solutions for their investment portfolios and achieve their asset yield, capital efficiency and responsible investment objectives.

Insurers face a unique and increasingly complex set of investment challenges - from generating enough return on their assets to meet their future liabilities, through economic, regulatory and accounting constraints, to meeting the needs and expectations of a broad range of stakeholders - both now and for the decades to come. 

Our scale and deep understanding of these complex challenges enables us to offer investment solutions that cover the full investment spectrum from traditional to alternative assets, providing investment plans, deployment and portfolio management, whilst integrating multi-dimensional constraints and frameworks.

Investment involves risk

The value of investments, and the income from them, can go down as well as up and an investor may get back less than the amount invested.

Contact Us

Speak to one of our experts

We recognise your needs are unique. Our team is ready to understand your specific requirements and develop a custom solution.

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    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.