Milestones
Responsible Investing milestones
2017
June: Award from Responsible-Investor.com for ‘Innovation and Industry Leadership by an Investment Manager’ for forwarding-looking 2°C analysis on fixed income portfolios
January: Our green bond strategy, planet bonds, received the TEEC label (French Label for the Energy and Ecological Transition)
2016
November: 13 of our strategies have received the ISR label
October: International Award for Best Investor Reporting on climate-related risks from the French Environment Ministry - Prix International du Meilleur Reporting Climatique des Investisseurs
July: Australian ESG-integrated SmartBeta mandate received certification from the Responsible Investment Association Australasia (RIAA)
March: Impact investment mandate with Big Society Capital in the UK
2015
December: AXA IM wins the Innovation Award at the Investment Week Sustainable Investment Awards.
November: Launch of the green bonds expertise
AXA IM's French retail RI fund range awarded the SRI label by Novethic
2013
October: Launch of impact investing initiative on behalf of AXA Group
February: Launch of ESG Smartbeta portfolio to answer the increasing interest for both smart beta and responsible investment
2012
The team is growing with the arrival of Luisa Florez as Senior Fixed Income Analyst and Vincent Compiègne as Junior Quantitative Analyst
2011
October : AXA IM's French retail RI fund range awarded the SRI label by Novethic
Additional transparency for our clients: Deloitte conducts external audit of our entire RI fund range
March : Matt Christensen appointed Global Head of Responsible Investment
2010
AXA IM's mainstreaming strategy defined and approved by Excom
March : Our endorsement of the Forest Footprint Disclosure project
2009
Launch of our internal RI labelling process for RI fund range
2008
December : Decision to disinvest AXA IM's collective investment scheme in companies manufacturing antipersonnel landmines and cluster bombs
Launch of RI Search@, a platform providing access to ESG data and analysis for AXA IM fund managers
2007
May : AXA IM becomes a signatory of Principles of Responsible Investment (PRI)
October : Launch of AXA WF Framlington Human Capital fund
2006
September : Creation of the Global Responsible Investment Department
2003
April : AXA IM Voting Policy is approved by the AXA IM Board
2002
April : AXA IM becomes one of the three first fund managers accredited by CIES (grouping of major French unions)
2001
Creation of a dedicated Socially Responsible Investment team (SRI) at AXA IM
1998
Awarded first Responsible Investment mandate
1997
Jean-Pierre Hellebuyck appointed Chairman of the AFG-ASFI Corporate Governance Committee
Explore further
Our Offering
ESG framework
Impact Investing
Stewardship
Sector investment guidelines
RI team
Milestones
Glossary