Our Policies and Reports

We are firmly committed to embedding sustainability into our business practices and culture.

Overview

Our investment philosophy is based on the conviction that sustainable development issues are a major concern for the coming years and need to be considered to build stable and profitable/ prosperous portfolios.
Read our RI Policy (July 2024)

Our top-level policies

Our top-level screening policies – covering Controversial Weapons, Soft Commodities, Climate Risks, and Ecosystem Protection & Deforestation - apply to the vast majority of assets.

We were among the first asset managers to put in place a blanket exclusion for companies which derive more than 30% of revenues from coal. We also exclude assets linked to food commodities, deforestation and other unsustainable practices causing natural ecosystem conversion. and follow exclusion rules on controversial weapons such as Anti-Personnel Landmines.

We also manage Environmental, Social and Governance (ESG) and Responsible Investment funds applying additional exclusions policies to help systematically address the most severe sustainability risks in the investment decision-making process.

Read our top-level policies

Policies

ESG Standards Policy

Our ESG integrated and ACT strategies apply our ESG standards policy, with additional exclusions on tobacco producers, white phosphorus weapons producers, companies in violation of International Norms and Standards and exposed to severe controversies as well as those with poor ESG quality. We also avoid investing in debt instruments issued by countries where the worst forms of human right violations are observed.

Download Policy (June 2024)

Stewardship

We want businesses to be more responsible because we believe this will deliver value for clients – in the form of risk-adjusted returns in the medium-term, and by building a sustainable and prosperous economy over the longer term.

We are not a passive partner for clients – we are an active owner of assets on their behalf. AXA IM’s stewardship strategy seeks to protect client investments by raising issues of concern that may have a material impact on company performance and investor value over the longer term. We strive to reduce investment risk, enhance returns and drive positive impacts for society and the environment.

Read our stewardship policies

Through our stewardship activities, we seek to use our influence as investors to encourage companies to mitigate environmental and social risks relevant to their sectors.

Transparency

We attach great importance to communicating with our clients in the most transparent and exhaustive way possible, to give them a complete analysis of responsible investment and help them understand it.
View our reports

Past reports

SFDR

Sustainable finance

It introduces new rules on disclosures related to sustainable investments and sustainability risks, which are applicable from March 10, 2021.

Find out more

    Disclaimer

    This document is for informational purposes only and does not constitute investment research or financial analysis relating to transactions in financial instruments as per MIF Directive (2014/65/EU), nor does it 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 solicitation or investment, legal or tax advice, a recommendation for an investment strategy or a personalized recommendation to buy or sell securities. It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date. All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability relating to a decision based on or for reliance on this document. All exhibits included in this document, unless stated otherwise, are as of the publication date of this document. Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM’s portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited.