Multi-asset strategies can help you reach your financial goals.
A conviction-based approach
Our portfolio managers combine their judgement-based convictions with quantitative analysis. Ideas are generated from a blend of fundamental and systematic research and focus on top-down and bottom-up asset-class and economic views.
Experts across asset classes
Our team's expertise spans the whole asset class spectrum with the flexibility to adjust to evolving financial markets and seek the best opportunities.
We have developed a proprietary framework combining quantitative information on Macroeconomic, Valuation, Sentiment and Technical factors (MVST).
Multi-tiered risk approach
We aim to monitor and mitigate risks across the portfolio with a multi-layered approach: structurally with diversification, tactically with flexibility, opportunistically with hedging strategies
Why capital growth?
Capital growth strategies aim to increase the overall value of an investment portfolio over a period of time. Capital growth strategies within multi-asset comprises a variety of asset and sub-asset classes.
We combine quantitative information on Macro, Valuation, Sentiment and Technical (MVST) factors with qualitative insights from multi-expert model to help in possibly finding market opportunities across all major asset classes.
We invest in companies where we see the highest potential and focus on possibly benefitting from long-term growth themes across global markets.
We monitor and intend to mitigate risk across the portfolio with a multi-layer approach.
Why capital preservation?
The strategy’s primary aim is to prevent loss and keep pace with the rate of inflation. It is usually characterised by a conservative investment approach. As a result, potential returns are likely to be lower than growth-oriented strategies.
The possibility to invest in a broad range of asset classes enables us to tailor solutions to help investors achieve their primary goal of capital preservation. Incorporating active risk mitigation strategies can help multi-asset investors who seek to offset market volatility and manage unexpected events.
Why income generation?
The goal of a multi-asset income strategy is to provide investors with a steady – and potentially rising – flow of income by investing across yield-generating assets such as bonds, dividend stocks, and real estate.
We provide unconstrained and flexible global solutions seeking to distribute income by focusing on fixed income and equity assets.
Why impact investing?
Concerns over the multiple challenges the world is facing, such as climate change and social inequalities, are on the rise. On the other hand, consumers and governments together are pushing for more Impact initiatives, to which both corporate and financial institutions must adapt.
Concerns over the multiple challenges the world is facing, such as climate change and social inequalities, are on the rise. On the other hand, consumers and governments together are pushing for more Impact initiatives, to which both corporate and financial institutions must adapt2 .
- Via AXA IM, as of November 2021
No assurance can be given that our multi asset strategies will be successful. Investors can lose some or all of their capital invested. Our strategies are subject to risks including counterparty risk, geopolitical risk, liquidity risk, credit risk, and the impact of any techniques such as derivatives.