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ESG indicators in our reports

ESG Score

The ESG Score and Carbon Footprint are integrated into our BtoB and BtoC reports (please see the example below).

Our objective was to enrich our existing BtoB and BtoC reporting with some high level, but easily understable, ESG metrics in order to differentiate ourselves from our competitors who rarely include KPIs for non-ESG funds. This is in line with our willingness to be transparent on the climate impact of our investments.
The ESG Score is displayed using a graphic scale instead of a numerical value. The ESG performance of the fund is compared to the benchmark in order to account on the efforts made by PMs. Finally, we display the Carbon Foortprint through the percentage of avoided CO2 emissions compared to the benchmark. If a fund does not have a benchmark, the relative ESG rating and relative carbon footprint will not be calculated or displayed.

 

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    Disclaimer

    This document does not constitute investment research or financial analysis relating to transactions in financial instruments as per MIF Directive (2014/65/EU), nor 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 

    Information about the staff of AXA Investment Managers group and / or AXA Investment Managers is only informative. We do not guarantee the fact that staff remains employed by AXA Investment Managers group and / or AXA Investment Managers and exercise or continue to exercise in AXA Investment Managers group and / or AXA Investment Managers.

    Issued by AXA INVESTMENT MANAGERS PARIS, a company incorporated under the laws of France, having its registered office located at Tour Majunga, 6 place de la Pyramide, 92800 Puteaux, registered with the Nanterre Trade and Companies Register under number 353 534 506, and a Portfolio Management Company, holder of AMF approval no. GP 92-08, issued on 7 April 1992. In other jurisdictions, this document is issued by AXA Investment Managers SA’s affiliates in those countries.

    Risk Warning

    The value of investments, and the income they generate, can go down as well as up and investors may not get back the amount originally invested.