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Stewardship

As an active owner of client assets, we seek positive change that can create value.

Overview

We want businesses to be more responsible because we believe this will deliver value for clients – in the form of risk-adjusted returns in the medium-term, and by building a sustainable and prosperous economy over the longer term.

We are not a passive partner for clients – we are an active owner of assets on their behalf. AXA IM’s stewardship strategy seeks to protect client investments by raising issues of concern that may have a material impact on company performance and investor value over the longer term. We strive to reduce investment risk, enhance returns and drive positive impacts for society and the environment.

Stewardship at a glance1

300 + companies

We sought change through engagement with management at hundreds of issuers of shares and debt in 2020.

56 % of meetings

We delivered at least one vote against management at almost half of company meetings in 2020.

6   focus areas

Our engagement with companies prioritises: climate, human capital, biodiversity, health, data privacy and cyber technology.

SDG 13

The UN Sustainable Development Goal for Climate Action has been the most targeted in our engagement activity.

2020 Active Ownership and Stewardship report

AXA IM’s 2020 Active Ownership and Stewardship Report details our engagement and voting activity in a year marked by the COVID-19 pandemic. Highlights and full report available.

Corporate Governance & Voting Policy

We regularly update the standards by which we conduct our interactions with corporate management. Download our Voting Policy to find out more.

Voting Records

Full details of our voting behaviour are available on the Proxy Voting Disclosure website.

Conflict of Interests Policy

This document aims at explaining AXA IM’s approach to conflicts of interests arising from its stewardship activities and is complementary to AXA IM’s general conflict of interests policy.

Engagement Policy

We take an active engagement approach, emphasising direct dialogue with companies on sustainability and governance issues that have a material impact on long-term financial performance.

SRD II requirements

Read more about how AXA IM responds to the SRD II requirements

    Disclaimer

    This document is for informational purposes only and does not constitute investment research or financial analysis relating to transactions in financial instruments as per MIF Directive (2014/65/EU), 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.

    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.

    All investment involves risk , including the loss of capital. The value of investments and the income from them can fluctuate and investors may not get back the amount originally invested.

     

    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.