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 potentially 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 our ETF range
Our ETF platform provides the potential to leverage the full spectrum of AXA IM's investment capabilities in an easily tradable and transparent format.
EXPLORE ETFExplore 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
Diversify risks, target specific outcomes, and achieve long-term financial goals.
Navigate uncertainty
Multi-asset strategies can help investors mitigate risk while capitalising on the opportunities that market volatility can present.
Invest easier
A multi-asset strategy can be a less complicated, time-consuming, and expensive way to diversify your portfolio.
Reach your goals
Multi-asset funds can combine the best of multiple asset classes potentially to help investors reach their goals.
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 Institutional Featured Solutions
We help institutional investors by building innovative and sustainable custom solutions to support ever-evolving financial, regulatory and stakeholder needs.
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 InvestingRisks
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.
Review 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.
Disclaimer
This website is published by AXA Investment Managers Asia Limited (“AXA IM HK”), an entity licensed by the Securities and Futures Commission of Hong Kong (“SFC”), for general circulation and informational purposes only. It does not constitute investment research or financial analysis relating to transactions in financial instruments, nor does it constitute on the part of AXA Investment Managers or its affiliated companies an offer to buy, sell or enter into any transactions in respect of any investments, products or services, and should not be considered as solicitation or investment, legal, tax or any other advice, a recommendation for an investment strategy or a personalised recommendation to buy or sell securities under any applicable law or regulation. It has been prepared without taking into account the specific personal circumstances, investment objectives, financial situation, investment knowledge or particular needs of any particular person and may be subject to change at any time without notice. Offering may be made only on the basis of the information disclosed in the relevant offering documents. Please consult independent financial or other professional advisers if you are unsure about any information contained herein.
Due to its simplification, this publication is partial and opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee such opinions, estimates and forecasts made will come to pass. Actual results of operations and achievements may differ materially. Data, figures, declarations, analysis, predictions and other information in this publication is provided based on our state of knowledge at the time of creation of this publication. Information herein may be obtained from sources believed to be reliable. AXA IM HK has reasonable belief that such information is accurate, complete and up-to-date. To the maximum extent permitted by law, AXA IM HK, its affiliates, directors, officers or employees take no responsibility for the data provided by third party, including the accuracy of such data. This material does not contain sufficient information to support an investment decision. References to companies (if any) are for illustrative purposes only and should not be viewed as investment recommendations or solicitations.
All investment involves risk, including the loss of capital. The value of investments and the income from them can fluctuate and that past performance is no guarantee of future returns, investors may not get back the amount originally invested. Investors should not make any investment decision based on this material alone.
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