Our ESG approach
Discover more about our ESG approach
Introduction
Responsible Investing has been part of AXA IM’s DNA since its founding in 1994, with the first dedicated Responsible Investment (RI) mandate dating back to 1998. As one of the leading actors in the financial services industry, AXA IM believes that responsible investment is a key driver of value creation and that Environmental, Social and Governance (ESG) factors have the potential to impact not only investment portfolios across asset classes, sectors, companies and regions but also a multitude of other client and stakeholder interests.
Objectives and implementation
The main objectives of our RI strategy set by AXA IM’s Management Board are to integrate, embed and monitor ESG criteria across the different investment teams and to develop specific innovative and pragmatic Core RI & Impact funds (as defined below), RI solutions and RI advisory services for clients. Today, AXA IM fund managers are capable of integrating ESG considerations into their underlying investment processes by applying a range of methodologies offered by the AXA IM RI team in line with our clients’ requirements.
The implementation of the ESG policies including AXA IM ESG Standards limits the investment universe to assets that meet specific criteria either through ban lists or ESG scores (best-in class approach). As a result, the expected value creation of ESG funds/mandates may be different from a fund/mandate implementing a similar investment strategy without ESG criteria. There is no guarantee that such value creation objective will be achieved. Furthermore, the selection of assets based on the proprietary ESG scoring process relies partially on third party data.
In order to enable our clients to measure the integration of ESG criteria into the funds and to communicate in a clear and transparent manner, AXA IM has taken the initiative to display three ESG metrics (i.e. indicators) to BusinesstoBusiness (BtB) and BusinesstoConsumer (BtC) reports for all our funds.
Source: AXA IM as of 30/04/2020
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