Responsible Investing
We actively invest for the long-term prosperity of our clients and to secure a sustainable future for the planet.
Overview
20+ years’ experience 1
We have built a powerful responsible investing (RI) capability over more than two decades. Today, dedicated specialists in our investment platforms influence how we invest.
Our approach
Avoid
We exclude assets that fail to meet our baseline criteria for responsible investing.
Identify
We uncover risks and opportunities linked to ESG factors.
Invest
We use ESG analysis to shape and enhance the investment process.
Impact
In select strategies, we seek to deliver direct, measurable and positive effects on society and/or the environment.
Influence
We engage with corporate management to promote sustainable decision making.
Our RI strategies
ACT range
The ACT range is focused ESG offering. Strategies in this category are designed to help target specific sustainability goals around issues such as climate change and inequality while continuing to adopt the reinforced approach to sustainability risks and good governance practices as described above.
Alongside financial returns, these strategies target positive outcomes related to ESG criteria and/or to the United Nations Sustainable Development Goals (UN SDGs)2 . Investment decisions are guided by both the financial and impact goals.
Within this range are two categories:
Sustainable strategies aim to embed ESG into the portfolio construction process, in an material and intentional manner.
Listed Impact strategies incorporate the demands of our responsible investment categories but will seek out businesses and projects that can potentially have an intentional, positive, measurable and sustainable impact on society and/or the environment. These strategies will also report against impact criteria aligned to specific UN SDGs2 .
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Risks
No assurance can be given that our 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: global investments risk, equity risk, credit risk, derivatives risk and leverage, risks linked to investments in emerging markets, counterparty risk and geopolitical risk.
Disclaimer
Not for Retail distribution: This document is intended exclusively for Professional, Institutional, Qualified or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly.
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 harmonized 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.
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. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited.