Our Policies and Reports
We are firmly committed to embedding sustainability into our business practices and culture.
Overview
Our top-level policies
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.
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 UNGC breaches as well as those with and 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 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.
AXA IM Sustainable Labels policy
The document presents AXA IM implementation of sustainability-related labels (Label ISR, Label Greenfin and Towards Sustainability Label). AXA IM aims to offer sustainable funds complying with high Responsible Investment standards to its clients. Sustainable labels provide an additional level of guarantee on the quality of our funds, in line with their respective rulebooks
Read our policy (Oct 24)Transparency
Sustainable finance
It introduces new rules on disclosures related to sustainable investments and sustainability risks, which are applicable from March 10, 2021.
Find out moreDisclaimer
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.
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.