What is active investing?

Active investing is the process of selecting stocks to add to and remove from a portfolio, based on fundamental analysis, in an effort to outperform the broader market or a specific index on a risk-adjusted basis.

An ongoing evolution

The investment world is undergoing an enormous amount of change and active management is no different. The lack of global growth, rapidly advancing technology and new competitors means that the dynamics of the industry are evolving faster than ever. But within that change lies opportunities for those who are willing to think and invest differently.

Our approach

For more than 40 years we have been investing with an eye to the future and a focus on aiming to deliver consistent excess returns through active, fundamental, bottom-up stock selection. Led by our convictions and a recognition that long-term investment focus is increasingly shifting from a geographic to a thematic approach, we offer a range of solutions aiming to meet the needs of our clients.

"At Framlington Equities, our highly experienced portfolio managers have full accountability for their portfolios. They are empowered to invest with conviction in a risk-monitored framework. We call this our ‘Trust but Verify' mindset and it is what underpins our success."
Matthew Lovatt as Global Head of AXA IM Framlington Equities

39 insights found

18 October 2017

Market Thinking - Party Politics, People and Policies

It’s thirty years since the crash of Black Monday and it’s a very different world. Thirty years ago, China had a gross domestic product (GDP) of $253bn, which is less than the GDP today of just the c ...

25 October 2016

Market Thinking - A view from the equity market

Last week in Hong Kong was disrupted with some particularly unusual typhoons. Unusual both in that there were two in one week, and in the fact that they were very late. There was also an unprecedente ...

06 September 2017

Market Thinking - A view from the equity market

Last week had something of a back to school feel about it and after the shortened week in the US due to the Labour Day holiday, investors will return later this week and next to consider the prospect ...

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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. Opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. No guarantee, warranty, or representation is given as to the accuracy or completeness of this material. Reliance upon information in this material is at the sole discretion of the reader. This material does not contain sufficient information to support an investment decision.