What is multi-asset investing?
Multi-asset investing combines investments across multiple asset classes in one portfolio to help investors diversify risks, target specific outcomes, and achieve their long-term goals. Multi-asset funds generally have the flexibility to generate performance by dynamically adjusting both their asset allocation and security selection over time as market conditions change.
Having evolved significantly over the years, multi-asset investing is no longer just about blending equities and bonds, but instead encompasses a wide variety of asset classes, such as commodities, property and derivatives, aiming to help investors reach their financial goals.
What are the benefits of multi-asset investing?
We understand that in a world of increasing uncertainty, it can be difficult for investors to find the investment solution that’s right for them. By investing across all major asset classes, multi-asset investing can:
Help investors navigate uncertain markets
Flexible multi-asset funds can help investors manage, and benefit from, volatility and unexpected events by drawing on a wide range of risk mitigation techniques.
Make investing easier
Multi-asset offers a less complicated, less time-consuming and less expensive route to diversification than doing your own asset allocation in today’s complex financial system.
Help investors reach their investment goals
Multi-asset funds combine the most attractive qualities of multiple asset classes, which could help investors reach their financial outcomes such as capital preservation, capital growth or income.
Creating the right asset allocation and monitoring it through market cycles takes time and expertise. Our philosophy and history as an active long-term manager means that our investment experts develop strong convictions based on experience and market insight to help investors reach their financial goals.
With over 15 years of experience, our team’s conviction process is strengthened by robust quantitative tools to help them capture market opportunities, using downside risk management techniques to help mitigate the impact of market downturns on our portfolios.
A judgemental multi-asset approach
To help investors target long-term performance, we combine the judgmental views of our experienced investment experts across asset allocation and security selection, using a framework of Macroeconomic, Valuation, Sentiment and Technical (MVST) factors to scrutinise the investment rationale for every conviction.
…strengthened by quantitative insights…
We then test these convictions with robust quantitative inputs and analysis. Our portfolio management team uses 150 proprietary investment signals which they have developed, and continually aims to develop new, additional signals to make sense of markets.
…and a multi-tiered approach to risk
To help investors manage any unanticipated risks and be prepared for the unexpected, we use a multi-tiered risk management technique, detailed below.
13 insights found
Multi-Asset Investment Views – July 2021
In this quarterly video Serge Pizem, Global Head of Multi-Asset Investments, shares his Q2 reflections and current views on the global economic outlook.
Multi-Asset Investment Views – April 2021
In this quarterly video, Serge Pizem, Global Head of Multi-Asset Investments, shares his views on the global economic outlook.
Shifting from green and Chinese equities to US and Europe
In our view, over the short term, Chinese equities offer limited potential. However, over the medium term, the twin engines of gentrification and digitalisation could prove to be strong catalysts
Hans Stoter, Global Head of AXA IM Core.
Multi-Asset in figures
All data correct as of end of December 2020 (AXA IM Database)