RI milestones

For more than a decade, AXA IM has been active in the Responsible Investment market.

 

Click on a year below to see our Responsible Investment highlights for that year:

 

2010 2009

- 2008

2007

2006

2004

2003

2002

2001

1998

1997

- 1996

   
 

2010

 

AXA IM endorses the Forest Footprint Disclosure Project’s (FDD Project) objectives and the associated disclosure request to global companies. The FFD Project is a UK government-supported initiative, created to help investors identify how an organisation’s activities and supply chains contribute to deforestation, and link this 'forest footprint' to their value.

 

2009

 

June 2009: AXA IM strengthens the RI team with Melissa McDonald, Global Head of Responsible Investment. Melissa will lead the RI team and develop AXA IM's strategy RI Inside, based on bringing pure and innovative RI products to market, while progressively integrating ESG factors into traditional financial analysis.

 

May 2009: AXA IM responds to the European SRI transparency guidelines for AXA WF Framlington Human Capital.

 

April 2009: creation of the RI Network - group comprising representatives of AXA IM key departments to ensure coordination of RI developments across the organisation.

 

March 2009: strengthening of the corporate governance policy.

 

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2008

 

December 2008: launch of the RI Search, giving access to ESG data and analysis to AXA IM Fund Mangers.

 

December 2008: announcement of the decision to disinvest AXA IM’s collective investment schemes from companies manufacturing antipersonnel landmines and/or cluster bombs.

 

March 2008: AXA IM launches the AXA WF Framlington Human Capital fund, an innovative equity fund, which  identifies European companies which combine strong financial profile/performance and the best human capital management practices.

 

January 2008: AXA IM takes part in the European Federation of Financial Analysts Societies (EFFAS) Commission on Environmental, Social and Governance (ESG) issues.

 

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2007

 

September 2007, creation of the Central Research Service, RI Search to gather and analyse data about extra-financial parameters which impact stock exchange performance and provide specialised information and advice to AXA IM.

 

In May 2007, AXA IM becomes a signatory of the Principles of Responsible Investment (PRI). PRI is a private, voluntary and collaborative initiative coordinated by the United Nations with the goal of integrating consideration of ESG issues into investment decision making.

 

In February 2007, AXA IM joins the Enhanced Analytics Initiative (EAI). EAI represents to AXA IM the best vehicle for achieving access to quality extra-financial data and analysis. At the time of joining, AXA IM is the largest fund manager in the EAI network.

 

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2006

 

In September 2006, AXA IM merges its Socially Responsible Investment team in Paris with its Corporate Governance team in London, creating a global Responsible Investment team.

 

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2004

 

In March 2004, AXA IM receives approval for its updated voting policy.

 

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2003

 

In July 2003, AXA IM is shortlisted for the International Corporate Governance Awards.

 

In April 2003, AXA IM’s first voting policy is approved.

 

In March and October of 2003, AXA IM hosts its 3rd and 4th SRI seminars respectively.

 

 

 

 

 

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2002

 

In January 2002, AXA IM launches its AXA WF Development Debt Fund. In the same month, the SRI Newsletter ‘Actions Responsables’ is also launched.

 

In March 2002, AXA IM launches the Responsible Investment fund: the AXA Euro Valeurs Responsables.

 

In April 2002, AXA IM becomes one of three fund managers (from a shortlist of over thirty) who are accredited by CIES, the group of major French trade unions.

 

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2001

 

In 2001, AXA IM creates a dedicated Socially Responsible Investment (SRI) unit, to be part of its Equity Conviction team.

 

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1998

 

In 1998, AXA IM introduces its first Socially Responsible mutual fund for saving plans in France. In the same year, the AXA Ethical Fund is launched in the UK.

 

In 1998, AXA IM also hosts its first SRI seminar. This is attended by  delegates from within the investment industry.

 

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1997

 

In 1997, Jean-Pierre Hellebuyck is appointed Chairman of the AFG-ASFI Corporate Governance Committee.

 

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Responsible Investment glossary
 

WebTV focus:

Opens in a new window: Lise Moret presents the AXA IM RI Search tool for portfolio managers

> Lise Moret presents the AXA IM RI Search tool for portfolio managers (3'25), March 2009