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AXA Investment Managers Deutschland GmbH

Thurn-und-Taxis-Platz 6

D-60313 Frankfurt am Main

www.axa-im.de

Contact Institutional Clients

Jörg Schomburg

Head of Institutional Sales DACH

Phone: +49 (0)69 / 90025-2123

E-mail: joerg.schomburg@axa-im.com

Contact Institutional Clients

Kirsten Heger

Institutional Sales

Phone: +49 (0)69 / 90025-2109

E-mail: kirsten.heger@axa-im.com

Contact Wholesale Clients

Immo Gatzweiler

Senior Sales Manager

Phone: +49 (0)69 / 90025-2208

E-mail: clientservicebanks@axa-im.com

Company at a glance

AXA IM is a long-term, global multi-asset investor with assets under management (AUM) over EUR 749 billion as at 31 March 2019. Founded in 1994, AXA IM is owned and backed by the AXA Group, a world leader in financial protection and offers a range of investment strategies with teams of investment experts - Fixed Income, Framlington Equities, Rosenberg Equities, Real Assets, Structured Finance – as well as a Multi-Assets team. The firm has more than 2,359 employees across 20 countries in Europe, the Americas and Asia (as at 31 March 2019).

AXA Investment Managers SA’s (AXA IM) is a privately-owned subsidiary of the AXA Group, a global leader in financial protection and wealth management. As at 31st December 2018, AXA IM’s capital is 97.70% held by the AXA Group and 2.20% by mutual insurance companies, with the remaining 0.10% held by employees in relation to a share-based compensation programme.

Market position and target clients

AXA IM provides both local and global investment solutions for a wide variety of clients, ranging from the AXA Group and its insurance companies, to institutional investors (pension funds, insurance companies, corporates, non-profits, family offices and sovereign wealth funds) and wholesale and retail distributors.

Investment philosophy in general

The cornerstone to our investment capabilities is our active, long-term approach, which combines innovation, risk monitoring and fundamental research. A vital part of this is investing responsibly. We believe that responsible investment (RI) not only delivers sustainable, long-term value for clients – it also makes a positive impact on society. Therefore, we incorporate environmental, social and governance (ESG) considerations into our investment decisions and offer clients a full spectrum of RI tools.

At the same time, we are committed to making investing easier by providing transparency and support throughout the investment process, empowering clients through clear communication, insights and education.

We have a long history of innovation, and as a part of the broader AXA Group, our DNA is attuned to thinking long term about both risk and return. This combination makes us adept at mitigating tomorrow’s challenges and taking advantage of the opportunities that accompany them.

ORGANISATION

Category

ESG-Officer
UN PRI x
ESG-Company Report
ESG (Company) Rating

Investmentstrategies

Asset Classes
Equities x
Fixed Income x
Convertible Bonds x
Real Estate
Multi Asset x
Others

Short describtion of your ESG-competences

Yes, AXA IM has developed a state-of-the-art Responsible Investment (RI) policy which applies across all asset classes. Please see this policy attached as Appendix X.

The importance of RI within our organisation is evidenced by the scale of investments which take some level of ESG considerations into account: €458 billion of our total assets under management (AUM) are in ESG-integrated products as at December 2018, and this number is constantly growing.

As of the same date AXA IM also managed more than €10.1 billion across 34 “pure” RI and Impact portfolios (including both open-ended funds and bespoke mandates). AXA IM is also a significant supporter of the growing Green Bonds market – with nearly €3.3 billion currently invested in this asset class across different portfolios, and a commitment by the AXA Group to grow this to €12 billion by 2020 in their portfolios.

ESG-Methods

Methods

ESG Intergration x
Best in Class

Exclusion Criteria x
Positiv Screening x
Impact Investing x
Engagement / Active Ownership x
Minimum

ESG Reporting x