Investment Strategies

Multi Asset

Multi-asset strategies can help you reach your financial goals.

Multi-asset in numbers

$327 bn  
of assets1
25   +
multi-asset professionals1
25 +
years of experience1

Our approach

AXA IM’s Multi Asset Strategies aim to provide investment strategies and outcomes through asset allocation across global asset classes. We aim to benefit from both market opportunities wherever they arise and try to mitigate their risk.

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.

Quantitative analysis

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

Capital growth

Capital growth focuses on building investors’ capital over the long term.

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.

Our strategy

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.

Capital preservation

Capital preservation generally describes more conservative investment strategies with the priority being preserving capital and trying to prevent loss.

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.

Our strategy

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.

Income generation

Income generation is all about investing in asset classes that seek to deliver a regular flow of yield.

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.

Our strategy

We provide unconstrained and flexible global solutions seeking to distribute income by focusing on fixed income and equity assets.

Impact

Impact investing focuses on responsible and sustainable investing, a way of making investment decisions which aims to deliver financial returns, and benefit society and the environment, at the same time.

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.

Our strategy 

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 .

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Risks

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.  

    Disclaimer

    This page is for informational purposes only and does not 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 a solicitation or as investment, legal or tax advice. The strategies discussed herein may not be available in all jurisdictions and/or to certain types of investors. 

     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.