Investment Institute
Environmental

How does AXA IM approach RI ?

  • 01 October 2021 (5 min read)

In this video, we outline how AXA IM approaches responsible investing.

There are three pillars to our RI approach which provide the common principles for ESG integration across our equities, fixed income and multi-asset portfolios.

The first pillar is our proprietary scoring and research framework. We make our quantitative and qualitative ESG insight easily available to our investment teams to ensure it can be part of the conversation among those who are making investment recommendations and decisions. The second pillar applies AXA IM’s exclusion policies, while the third pillar focuses on active stewardship of assets through engagement with companies.

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    Disclaimer

    This promotional communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision.

    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.

    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.