RI Inside Review

View the latest RI Inside Review March 2010

Many believe the fund management industry is ripe for change, due to a growing demand for “active ownership” where investment managers engage with company management to ensure sustainable business success. Getting ready for these changes and ensuring the resilience of AXA IM is what the RI team seeks to do.

 

Shareholder alignment?

 

The necessity for new approaches is evident from last year’s liquidity crisis. AXA IM examines the part played by the increasing short-termism of executives and investors in capital or wealth destruction, and what can be done.

 

 Is this the only answer? (PDF) 183Kb, by Shade Duffy, Head Corporate Governance, RI team

 

Fund focus

 

Forestry is back in the headlines as investors look to incorporate sustainable alternatives in their portfolio. AXA IM looks at raw timber as a commodity and strong hedge against inflation.

 

 The case for forestry investing takes root (PDF) 259Kb, by Christophe Lebrun, Client Relationship Manager, AXA Real Estate

 

AXA IM looks at how investing responsibly among Europe’s larger public companies can be financially rewarding as well as the AXA IM RI search enabling mainstream portfolio managers to integrate ESG factors in their decision making.

 

 In search of Europe's best businesses: Responsible Investment shows the way (PDF) 414Kb Jean-Marc Maringe, Senior Portfolio Manager for AXA Euro Valeurs Responsables

 

AXA IM Initiatives:

 

The Private Equity industry considers ESG criteria as a matter of course. However, few private equity funds take ESG criteria into account to the same extent as AXA Private Equity.

 

 Acting to support the long term growth of companies (PDF) 237Kb, by Dominique Senequier, CEO of AXA Private Equity

 

ESG commitment:

 

In the post-crisis recession, AXA IM offers advice on the pros and cons of major corporate restructurings, as well as how to do “responsible restructuring” so that the company is ready for the upturn.

 

 Corporate restructuring: Handle with care (PDF) 213Kb, by Pascale Sagnier, Head of Research, RI team

 

The EUROSIF study

 

Investment consultants are gatekeepers to much money accrued in long term savings. AXA IM has co-sponsored the recent pan European survey on  what investment consultants think about ESG and sustainable investing and shares its findings.

 

 Watching the watchers: How consultants see their role enduring in (the rise of) responsible investing (PDF) 133Kb, by Melissa McDonald, Global Head of RI

 
 

Our publications


> RI Inside Review (March 2010)

 

> RI Inside Review (April 2009) 

 

> RI Inside Review (September 2008)

 

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