Balance Sheet Delegation
Maintaining investment control, while protecting one’s solvency ratio.
Our approach to Balance Sheet Delegation
Balance Sheet Delegation (also known as fiduciary management) is a comprehensive service, covering the entire investment value chain. We are able to provide in-depth analysis of existing asset and liability matching arrangements. We can also help in defining strategic asset allocation, the management of underlying portfolios and provide comprehensive reporting.
We aim to provide institutional clients with the opportunity to:
- Keep control of their investments while maintaining their solvency ratio: AXA IM and the client agree on a partnership and a governance. AXA IM gives recommendations on asset and liability matching (ALM) and Asset allocation while monitoring regulatory and compliance issues.
- Have a flexible approach and an improved risk/return profile: AXA IM gives access to manager selection in open architecture and an active asset allocation process considering accounting and regulatory restraints.
- Offload part of their administrative burden: AXA IM monitors risks and performance and provides thorough accounting and regulatory reporting.
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This promotional communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision.
Past performance is not a guide to current or future performance, and any performance or return data displayed does not take into account commissions and costs incurred when issuing or redeeming units. References to league tables and awards are not an indicator of future performance or places in league tables or awards and should not be construed as an endorsement of any AXA IM company or their products or services. Please refer to the websites of the sponsors/issuers for information regarding the criteria on which the awards/ratings are based. The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. Exchange-rate fluctuations may also affect the value of their investment. Due to this and the initial charge that is usually made, an investment is not usually suitable as a short term holding.
Due to its simplification, this document is partial and opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. Data, figures, declarations, analysis, predictions and other information in this document is provided based on our state of knowledge at the time of creation of this document. Whilst every care is taken, no representation or warranty (including liability towards third parties), express or implied, is made as to the accuracy, reliability or completeness of the information contained herein. Reliance upon information in this material is at the sole discretion of the recipient. This material does not contain sufficient information to support an investment decision.
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In other jurisdictions, this document is issued by AXA Investment Managers SA’s affiliates in those countries.