Responsible Investment
Draw upon our long-term, global, approach to responsible and sustainable investing
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+ 20 years
of experience in responsible and impact investing
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€493bn*
Asset Under Management (AUM) integrating ESG criteria
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7200
issuers rated according to ESG criteria
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100%
of our core portfolio managers have access to ESG research and scores
*Source: AXA IM as at 30.06.19 - Non audited figures
What is responsible investing?
Responsible Investing (RI) enables clients to align their investments with global megatrends that are changing the investment landscape. Issues such as increasing regulation, the growing need for risk mitigation and a heightened social conscience can be more effectively addressed by integrating Environmental, Social and Governance (ESG) factors into the investment process.
An ongoing evolution
Responsible Investing has changed tremendously and continues to evolve. Where before much of the focus was on avoiding companies deemed to be at odds with specific environmental, social or corporate governance factors, these days investing responsibly runs the gamut from negative screening to integrated solutions and all the way to impact investing.
Our philosophy and mission
At AXA Investment Managers, we believe Responsible Investing can deliver sustainable, long-term value for clients and create a positive impact on society. This has underpinned our work in developing investment solutions that incorporate ESG considerations across all asset classes.
Our strategies
Equities
- Evolving Economy
- Rosenberg Equities
- Framlington Equities
- Small Caps
Fixed Income
- Short Duration
- High Yield
- Inflation
Multi Asset Client Solutions
Responsible Investment (RI)
- Our framework and scoring methodology
- A detailed look at impact investing
- Our approach and offeringt
- Your guide to responsible investing
Is there a difference between socially responsible investing and ESG integration?
Socially responsible investing (SRI) and ESG are often treated as one in the same, however, there are some key differences between the two and the impact they have on the investment process.
Environmental, social and governance (ESG)
ESG refers to the practices of an investment that may have a material impact on the performance of that investment. The integration of ESG factors is used to enhance traditional financial analysis by identifying potential risks and opportunities beyond technical valuations. The main objective of ESG integration remains financial performance.
Socially responsible investing (SRI)
SRI goes one step further than ESG by actively eliminating or selecting investments according to specific social/sustainable guidelines. The underlying motive could be religion, personal values or political beliefs. SRI strategies use ESG factors to shape the objectives of the strategy and/or apply negative or positive screens on the investment universe.
Responsible investment is a young industry that lacks widely-acknowledged and precise norms, guidelines and definitions. So far, there is an understanding that responsible investment is a generic term that refers to a wide range of approaches that integrate environmental, social and governance (ESG) criteria in the investment process. Responsible investment can take on a variety of forms and should help to identify and to mitigate investment risks.
Key dimensions of our ESG assessment of corporations and countries
Our approach
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Avoid
Avoid exposures that conflict with your principles & values
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Identify
Identify ESG risks & opportunities
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Invest
Invest by incorporating ESG analysis
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Impact
Impact with outcome-oriented investments
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Influence
Influence through in-depth research and engagement
Our approach and offering
ESG at AXA Investment Managers is developed using input from teams across the business and we maintain a three-tiered approach to responsible and impact investing: ESG embedded, ESG integrated and sustainable investing
Our framework and scoring methodology
ESG integration has seen rapid growth over the past few years, and this section looks at how we at AXA Investment Managers approach this change and our five-step approach to our scoring methodology.