AXA IM Responsible Investment (RI) Policy
Top-level policies
We were among the first asset managers to put in place a blanket exclusion for companies active in the coal sector, which we have extended to unconventional oil & gas since. We have also decided to exclude assets linked to food commodities, deforestation and other unsustainable practices causing natural ecosystem conversion, and follow exclusion rules on the main controversial weapons such as anti-personnel landmines.
We also manage Environmental, Social and Governance (ESG) and Responsible Investment funds applying additional exclusions policies (e.g. violation of international norms & standards regarding Human Rights, Society, Labor and Environment, or companies with severe ESG controversies) through our ESG Standards policy, to help address the most severe sustainability risks in the investment decision-making process.
Why We Shouldn’t ‘Just Quit’ Coal
In this podcast, Tim Gould, Chief Economist at the IEA, and our in-house experts, discuss AXA IM’s role as an investor in engaging with companies in their more ambitious targets.
ESG Standards policy
Our standards help us to manage ESG and sustainability tail-risks, and mitigate the negative impacts our investments might have on sustainability factors. They focus on material issues such as certain aspects affecting health, human rights and social capital, while also onsidering severe controversies as well as low ESG quality.
Download the ESG Standards policy (June 2024)Stewardship policies
Through our stewardship activities, we seek to use our influence as investors to encourage companies to mitigate environmental and social risks relevant to their sectors
We are continuously pushing for more ambitious climate strategies and expect more ‘say-on-climate’ resolutions to be put to investors. Companies which we consider to be laggards in addressing climate change and its risks will be subject to a ‘three strikes and you’re out’ principle. This policy aims to define clear areas of improvement for those companies, tailored to their activities, and communicated to their management at the beginning of the engagement with a clear and short timeframe for progress.
AXA IM Policy for Sustainable Labels
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, supported by an external assurance process.
Download the AXA IM Policy for Sustainable Labels (November 2024)Hold steady: Sustainability in the face of polycrisis.
In this podcast, Simon Rawson, Deputy Chief Executive of ShareAction speaks with our in-house experts about shifting corporate priorities and why it is important that CEOs to hold steady on their sustainability commitments.
Inclusion for progress
At AXA IM, diversity and inclusion are closely linked to our values and to our culture of respect for employees, clients and the communities around us. We always aim to create an environment where everyone feels they belong, are included and can thrive.
Download our global inclusion & diversity policy (May 2021)AXA IM ESG Methodologies
Across all AXA IM business lines, the fund managers have access to ESG scores, research and Key Performance Indicators (KPIs) through their front office tools to ensure ESG risks and opportunities are incorporated into company analysis.
Learn more on ESG scoring, carbon & biodiversity footprint methodologies