Investment Strategies
Our strategies cover the whole spectrum and bespoke solutions for institutional clients.
Overview
25+ years experience
Today, we draw on decades of asset management experience, backed by macroeconomic insights and in-depth company analysis, to help our clients reach their goals.
Broad range of strategies
Whether you're looking to generate income, preserve and grow capital, or offset the impact of inflation, we can help.
Explore Fixed Income
Fixed income can help preserve capital, generate regular income, and offset market fluctuations over time.
Backed by research
We look at macroeconomic trends and perform in-depth company credit analysis.
Investing responsibly
Our proprietary scoring system feeds ESG data directly into our portfolio management tool, which managers use daily.
Tailored to your needs
Put cash to work with short duration bonds, or trade more risk for higher returns. Whatever your needs, we can help.
100+ experts across 3 continents1
We've weathered economic cycles with our clients for 20+ years. In today's increasingly uncertain economic environment, our experts look further afield for diverse and versatile opportunities.
Explore Equities
Equity2 investing offers the opportunity to share in the returns generated by companies around the world, whether they are established leaders or dynamic smaller companies.
We’re fundamental investors
Our equity teams are fundamental investors, meaning we undertake rigorous research to fully understand every company in which we invest. We offer investors access to complementary styles, from focused thematic portfolios to diversified factor strategies.
We're responsible investors
Environmental, social and governance (ESG) factors3 are fully integrated into our investment activities, from company research to portfolio construction and our ongoing commitment to active ownership.
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With you every step of the way
We empower our clients by offering a range of strategies to suit different needs. This is backed by the latest investment insights from leading industry experts across markets and regions.
Explore Multi Asset
Target specific outcomes, diversify risks, and achieve long-term financial goals.
Reach your goals
Outcome-oriented multi-asset funds and strategies can combine the best of multiple asset classes to help investors reach their financial goals responsibly.
Navigate uncertainty
Multi-asset strategies can help investors diversify and mitigate their risks while capitalising on market opportunities.
Flexible
Multi-asset strategies offer flexible all in one solutions to simplify investments.
Explore Alternatives
As a global leader in alternatives investing, AXA IM Alts offers investment strategies and alternative funds across the whole spectrum.
Real estate equity
We take equity stakes in listed and unlisted real estate, generating rental income and capital appreciation. Our scale and network gives us unparalleled abilities to source and deploy capital. We provide regional and country-specific strategies for clients.
Private Debt & Alternative Credit
Our focus on in-depth credit analysis and fundamental research enables us to originate opportunities across the non-traditional credit spectrum. We provide clients with opportunities for sourcing, diversification and spread pick-up. An agile approach helps us quickly adapt to the risk and return needs of our clients. And our conviction-led approach to portfolio construction means our teams can offer tailored investment solutions for each type of asset class.
Private Equity & Infrastructure
Society evolves constantly, adapting to new challenges and opportunities. By investing in diversified, essential infrastructure, we help to meet and shape the future needs of our communities. Core infrastructure projects and services can have a positive impact on society and the environment. We aim to show that conscientious investing doesn’t mean compromising on financial returns.
Explore our institutional offering
Bespoke, actively-managed solutions
We have global reach combined with extensive experience of challenges UK & Irish institutions face in the environment in which we live and invest. Our active investment approach and deep-research capability develops innovative and responsive solutions across asset classes helping our clients meet their challenges decades into the future.
A powerful Responsible Investing capability
We have devoted substantial resources over time to build a valuable understanding of the risks and opportunities presented by ESG. Our proprietary analytical tools allow us to put sustainability at the heart of institutional portfolios and build investment resilience over the longer term.
Putting sustainability at the heart of investment strategies
Our deep ESG analysis, commitment to active ownership, and product innovation can help clients respond to the new megatrends shaping markets.
Explore Responsible InvestingReview of the AXA IM Core business set up
To increase investment and operational synergies across investment teams for the benefit of our clients, we have decided to concentrate our Equity and Fixed Income emerging markets portfolio management expertise in Paris and London. In the coming months, pending regulatory approval, we will transfer these activities from Hong Kong to our European investment centers. Portfolio management will be taken over by our European emerging market teams, which we are in the process of strengthening through two new senior hires. Our Asia local trading and research capacities will remain unchanged.
We remain committed to our presence in Hong Kong and in the Asian market. Our expansion strategy in the region will focus on the distribution of global products. Our Hong Kong office will also continue to host the transversal functions that support our regional presence.
Risks
No assurance can be given that our strategies will be successful. Investors can lose some or all of their capital invested. Our strategies are subject to risks including, but not limited to: equity; emerging markets; global investments; investments in small and micro capitalisation universe; investments in specific sectors or asset classes specific risks, liquidity risk, credit risk, counterparty risk, legal risk, valuation risk, operational risk and risks related to the underlying assets.
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.
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.
All investment involves risk , including the loss of capital . The value of investments and the income from them can fluctuate and investors may not get back the amount originally invested.