We actively invest for the long-term prosperity of our clients and to secure a sustainable future for the planet.
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
With the United Nations Principles for Responsible Investment (PRI) programme.
Putting responsible investing to work in our strategies.
of AUM** classified as Articles 8 & 9 under SFDR2
Our first RI mandate was awarded in 1998 and helped to create sustainable jobs.
Our dedicated Impact range grows every year, delivering verifiable positive effects alongside financial returns
We have led industry development of this new asset class which seeks to drive change in carbon-intensive businesses.
We exclude assets that fail to meet our baseline criteria for responsible investing.
We uncover risks and opportunities linked to ESG factors.
We use ESG analysis and scoring to shape and enhance our investment processes.
In select strategies, we seek to deliver direct, measurable and positive effects on society and/or the environment.
We engage with companies and sovereigns to promote sustainable decision making.
Strategies might follow a best-in-class policy which removes low-ESG-scoring companies, or adjust portfolios to target a specific factor such as a carbon footprint.
Each specific objective is clearly stated in the fund prospectus, while granular ESG and voting reporting is published in our Fund Centre.
Our portfolio managers may invest in listed assets or funds which are exposed to the SDGs or make private-equity-style investments in companies that actively address them. These can include everything from apps designed to help climate resilience, to businesses seeking to make education more affordable and accessible.
Our listed-asset strategies in Impact are focused on several themes, including the clean economy, gender diversity, and financing delivered through the growing Green Bonds sector.
As a leading financial services company, we strongly believe that responsible investing can deliver value for clients while making a positive impact on society and the environment.
We share the long-term vision of institutions who want to deliver those positive impacts – in order to help build sustainable, thriving economies for generations to come.
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.
Our Responsible Investment policy describing our vision and our capabilities towards responsible investment and how we integrate ESG factors into our investment platforms.
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.
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.