Our Sustainability policies, methodologies & reports

We are firmly committed to embedding sustainability into our business practices and culture. Download our policies to know more.

AXA IM Responsible Investment (RI) Policy

At AXA IM, our purpose is to act for human progress by investing for what matters. Responsible allocation and oversight of capital is therefore a key pillar of our corporate purpose.

Top-level policies

Our top-level policies – covering Controversial Weapons, Soft Commodities, Climate Risks, Tobacco, and Ecosystem Protection & Deforestation - apply to the vast majority of assets.

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.

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 (January 2025)

Stewardship policies

At AXA IM, we strongly believe that exclusion policies must be combined with a strong stewardship strategy to hold companies and issuers accountable to achieve E, S and G targets and support them in their transition. It also complements portfolio allocation.

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.

Sustainable labels

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 (December 2024)

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