1. Who are AXA Investment Managers (AXA IM)?

 

- AXA IM is a multi-expert investment manager serving institutional investors, distributors and AXA Group insurance companies from offices in 23* countries.

 

- AXA IM is part of the AXA Group, a world leader in financial protection and wealth management.

 

- AXA IM is one of the largest Europe-based asset managers with €524 billion in assets* under management. AXA IM employs over 2,500* people around the world and operates out of 23* countries.


*Source: AXA IM as at 30 June 2010

For more information, visit Who we are

Top of the page

 

2. Where is AXA IM based?

 

- AXA IM has a strong global presence in EuropeAsia and North America. Our network of investment centres enables us to manage investment products with a worldwide focus.

 

- AXA IM has established 3 joint ventures in Asia: with Shanghai Pudong Development Bank and Shanghai Dragon in China; Bharti in India; Kyobo ITMC in South Korea.

 

For more information, visit Global Presence

Top of the page


3. How is being part of the AXA Group a benefit to AXA IM?

 

- AXA IM benefits from the reputation, financial strength and stability of being part of AXA Group.

 

- The AXA Group is a long term investor of AXA IM, which helps us to understand their long term investor needs and expectations.

 

- The AXA Group is also a key driver of innovation and our most challenging client. This helps us to achieve excellence and enhance our service and risk management.

 

For more information, visit AXA Group

 

Top of the page

4. What is AXA IM's multi-expert business model?

 

- Our multi-expert business model is at the core of the value proposition we offer our clients. It combines the agility of a specialised firm with the power of a global organisation.

 

- It is an association of seven specialised and autonomous expertises: AXA Fixed IncomeAXA FramlingtonAXA RosenbergAXA Funds of Hedge FundsAXA Private EquityAXA Real Estate and AXA Structured Finance.

 

- Clients are at the heart of everything we do. The needs of clients drive what we do and how we do it. 

 

- We have a single entry point and overarching structure that enables superior quality of service, research and risk management.

 

- Each investment team has a strong sense of ownership of its investment process and is supported by the power of shared resources.

 

For more information, visit Multi-expert business model

Top of the page

 

5. How does the client benefit from the multi-expert business model?

 

- At AXA IM we can offer local clients access to a wide range of asset classes and investment expertises, which allows clients to adapt their investments to economic cycles.

 

- We offer an innovative client centric approach, with decentralised teams organised on a country basis and by client profile, ensuring a thorough knowledge of specific client needs and objectives.

 

- We are committed to protecting the cycle of life long investments on behalf of our clients.

 

For more information, visit Our client approach

 

Top of the page

 

6. How important is Responsible Investment (RI)  for AXA IM?

 

- AXA IM is fully committed to becoming a leader in RI  to promote sustainable financial markets. We see this as an important step in winning the preference of all our stakeholders.

 

- Our aim is both to integrate ESG* into each of our expertises and create pure and innovative RI products, which deliver long-term performance to clients. We have launched a number of initiatives:

 

  • RI Inside –a newly defined strategy to bring pure and innovative RI products to market, such as AXA WF Framlington Human Capital.

 

  • RI Search –a new tool enabling AXA IM fund managers to take easily into account ESG* criteria when managing  their funds and making investment decisions.

 

 

*ESG: Environment, Social, Governance

 

For more information, visit our Responsible Investment

Top of the page


 
7. What is AXA IM’s culture?

 

- Our culture is embodied in one word, CORE: Collegial, Ownership, Respect and Entrepreneurial.

 

- These represent a shared mindset based on innovation, empowerment and accountability. This helps us to build trust-based relationships with each other, which are fundamental in working to achieve our client's objectives.

 

Top of the page

 

8. Is AXA IM an innovative player?


Innovation has been central to our evolution, with leading expertises such as AXA Private EquityAXA Real Estate and AXA Structured Finance having been developed organically in-house.

Here are a few examples of AXA IM’s innovation:

 

- CAT Bonds: -the catastrophe bonds, which pay a coupon and return the principle maturity in the absence of any specific catastrophe.

 

- AXA WF Framlington Human Capital: an equity fund, which identifies European companies with a strong financial profile/ performance and best human capital management practices.

 

- Index inflation linked bonds: indexed to a benchmark index that measures the level of inflation, offering protection against value erosion brought on by inflation.

 

- New Redex share class reduces the exposure to certain risk factors (e.g. interest rate) while retaining full exposure to the portfolio manager active investment strategy.

 

Top of the page

 


9. What are AXA IM’s key highlights in 2009?

 

- AXA Framlington: AXA IM combined its judgmental equity investment expertise Equity Convictions, Talents and Framlington under  the single brand of AXA Framlington to provide clarity and a more definite identity within the global market place.

 

- AXA IM has reinforced its positionning as an active investment manager with the closing of ETF activity and the launching of new global investment and credit arbitrage products.

 

 

For more information, visit Business highlights

 

Top of the page

 

10. How is AXA IM able to stand up to the crisis?

 

In the face of the severity of the crisis, AXA IM has demonstrated the robustness of its business model with four distinctive strengths that are particularly relevant in the current environment: 

 

- The quality of our client relationships, thanks to the sales teams who have increased the frequency of communication throughout the crisis, combined with transparency in every investment processes>


- The flexibility of our organisational model which offers a diversified range of products to various types of markets and clients.

 

- The quality of our risk management enables us to keep our risk exposure to a minimum despite the high volatility of markets.

 

- A strong strategy of differentiation, with distinctive investment processes, especially in the area of Equities and Alternatives, with AXA RosenbergAXA Private EquityAXA Real Estate and AXA Funds of Hedge Funds.

 

- The win-win relationship with the AXA Group, which provides AXA IM with stability, sophistication, the means to be innovative and deliver high level, quality service that benefits all AXA IM clients.

 

For more information, visit Our key strengths

 

Top of the page

 

11. What is AXA IM’s strategic outlook for 2010?

 
In 2010, we are focusing on serving our clients in the most efficient way to ensure that our client benefit from the economic rebound and we plan to achieve this in the following ways:

 

- Strengthen our client relationship through regionalisation of our distribution teams to bring them closer to our local clients.

 

- Deploy a global risk management initiative to reinforce our risk management culture in every investment process and enhance our investment performance.

 

- Emphasise product innovation range with a new global product range which includes equity and fixed income management.

 

- Reinforce our commitment to Responsible Investment (RI) with climate change global initiatives, and integrating RI Search into our Fixed Income expertise.

 

- Finally, affirming our positionning with our new strapline: "Redefining / Investment Solutions". We believe that tailoring our product range based on client needs will help our clients to meet their objectives.

 

For more information, visit About IM

Top of the page