Investment Strategies

Equities

Equity investing offers the opportunity to share in the returns generated by companies around the world, whether they are established leaders or dynamic smaller companies.

Equities in numbers

30+ years
in asset management
€81 bn
of equity assets1
6   major centres
with teams in financial hubs worldwide

Our approach

We have developed our equity investing capability over 30 years, and continuously innovate to ensure that we can provide the right solutions to meet our clients’ needs. From global to regional and single country, thematic or sector investing, our experienced investment professionals use the latest in data and technology to bring their insights to our clients.

Our style

AXA IM’s equity investment team is fundamentally driven, active in approach, and manages a range of qualitative and quantitative solutions. As well as fully embedding risk controls, our strategies also integrate a range of Environmental, Social and Governance (ESG) insights, which we believe helps to deliver sustainable long-term value.

Our unconstrained investment approach is conviction led, thematically driven, and underpinned by rigorous fundamental research and innovation. Our qualitative equity investment professionals apply in-depth company research and analysis, including company meetings, to identify the drivers of long-term returns for the stocks they cover and to capture future trends in the portfolios they construct. Our quantitative investment approach combines vast sets of data and technology to seek investment opportunities on a global scale. We use advanced modelling techniques to conduct rigorous research, allowing the development of proprietary factor insights that we use to target specific investment outcomes for our clients.

Responsible investing

Responsible investing lies at the heart of AXA IM. As a responsible asset manager, we actively invest for the long term to help our clients prosper and to secure a thriving future for people and the planet. Over more than 20 years, we have built a powerful responsible investment capability and, with more than 90% of all asset classes incorporating environmental, social and governance (ESG) considerations.2 We are considered a global leader in responsible investing.3

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Navigating the changing macroeconomic environment over the long term

We seek to meet the investment objectives of our clients by investing actively on their behalf. Our investment teams are informed by deep macroeconomic insights into long-term emerging and structural themes, as well as by the latest in data and technology to generate informed and granular insights into the companies in which we invest.

Making investing easier

We want to make it easier for clients to reach their financial goals. That's why we offer a broad and diverse range of opportunities across different markets and regions. We support our clients by keeping our investment processes transparent and sharing the latest news and insights so they can explore new opportunities.

Global equity portfolio managers have a very large universe of investments to choose from, which means it is vital to have an investment team with the background to identify opportunities with the most growth potential. We have decades of experience investing for clients across different sectors, geographies and economic climates, and we can offer diversification via a range of strategies. 

Thematic investing – also called trend investing or mega-trend investing – is a broad term used to describe investment approaches which focus on certain economic, corporate, environmental, social or technological themes.

In today’s highly disruptive world, these approaches are typically focused around the two main drivers of long-term corporate behaviour – demographic shifts and technological changes. 

We provide strategies for thematic and sector investing which address the key themes which we believe will offer the best opportunities for long-term structural growth for equity investors.

 

 

We offer investors strategies designed with the purpose of supporting the transition to a more sustainable economy where investment decisions are guided by ESG themes, or driven by a measurable/positive impact. 

Invest in a specific geography, whether that's a continent like Europe, a region like emerging markets, or even a single country like the US or Japan. 

Our teams use local market and regional expertise to explore investment opportunities all over the world. From the biggest global economy and largest equity market in the US, to exciting opportunities in Europe, the UK, and future economic powerhouses in Asia and emerging markets. 

Risks

No assurance can be given that our equity 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.

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