Equity investing offers the opportunity to share in the returns generated by companies around the world, whether they are established leaders or dynamic smaller companies.
We have developed our equity investing capability over many years, and continuously innovate to ensure that we can provide the right solutions to meet our clients’ ever-changing needs. From global to regional and single country, thematic or sector investing, our investment professionals use the latest in data and technology to bring their insights to our clients.
AXA IM’s equity investment team is fundamentally driven, active in approach, and manages a range of qualitative and quantitative solutions. our strategies also integrate a range of Environmental, Social and Governance (ESG) insights2 .
Our unconstrained investment approach is conviction led, thematically driven, and underpinned by rigorous fundamental research and innovation. Our qualitative equity investment professionals apply in-depth company research and analysis to try to identify the drivers of long-term potential returns for the stocks they cover and to try to capture possible future trends in the portfolios they construct. Our quantitative investment approach combines extensive data and technology to seek investment opportunities on a global scale. We use vast modelling techniques to conduct rigorous research, allowing the development of proprietary factor insights that we use to target specific investment outcomes for our clients.
- The ESG data used in the investment process are based on ESG methodologies which rely in part on third party data, and in some cases are internally developed. They are subjective and may change over time. Despite several initiatives, the lack of harmonised definitions can make ESG criteria heterogeneous. As such, the different investment strategies that use ESG criteria and ESG reporting are difficult to compare with each other. Strategies that incorporate ESG criteria and those that incorporate sustainable development criteria may use ESG data that appear similar but which should be distinguished because their calculation method may be different.
Responsible investing lies at the heart of AXA IM. As a responsible asset manager, we actively invest for the long term to help our clients prosper and to secure a thriving future for people and the planet. Over more than 20 years, we have built a powerful responsible investment capability and, with more than 90% of all assets classed as ESG-integrated3 .
- Via AXA IM as of November 2021
Navigating the changing macroeconomic environments over the long term
We seek to meet the investment objectives of our clients by investing actively on their behalf. Our investment teams are informed by deep macroeconomic insights into long-term emerging and structural themes, as well as by the latest in data and technology to generate informed and granular insights into the companies in which we invest.
Making investing easier
We want to make it easier for clients to reach their financial goals. That's why we offer a broad and diverse range of opportunities across different markets and regions. We support our clients by keeping our investment processes transparent and sharing the latest news and insights so they can explore new opportunities.
Global equity portfolio managers have a very large universe of investments to choose from, which means it is vital to have an investment team with the background to identify opportunities with the most growth potential. We have decades of experience investing for clients across different sectors, geographies, and economic climates, and we can offer diversification via a range of strategies.
Thematic investing – also called trend investing or mega-trend investing – is a broad term used to describe investment approaches which focus on certain economic, corporate, social or technological themes.
In today’s highly disruptive world, these approaches are typically focussed around the two main drivers of long-term corporate behaviour – demographic shifts and technological changes.
We provide strategies for thematic and sector investing that address the key themes that we believe will offer the best opportunities for long-term structural growth for equity investors.
Sustainable & impact
We offer investors strategies designed with the purpose of supporting the transition to a more sustainable economy where investment decisions are guided by either environmental, social and governance (ESG) themes, or driven by a measurable/positive impact.
Putting sustainability front and center
Aim for long-term prosperity and to help in a sustainable future for the planet. Continue to promote and grow sustainability over the coming years.Explore responsible investing
Regional & country
Invest in a specific geography, whether that's a continent like Europe, a region like emerging markets, or even a single country like the US or Japan.
Our teams use local market and regional expertise to explore investment opportunities all over the world. From the biggest global economy and largest equity market in the US, to exciting opportunities in Europe, the UK, and future economic powerhouses in Asia and emerging markets.
No assurance can be given that our equity strategies will be successful. Investors can lose some or all of their capital invested. Our strategies are subject to risks including, but not limited to: equity; emerging markets; global investments; investments in small and micro capitalisation universe; investments in specific sectors or asset classes specific risks, liquidity risk, credit risk, counterparty risk, legal risk, valuation risk, operational risk and risks related to the underlying assets.