Real Assets
About Real Assets
From co-mingled funds and joint-ventures, to separate accounts and tailored-made investment vehicles comprising regional and country-specific investment strategies, we manage more than €79 billion¹ on behalf of our 200+ third-party institutional clients and AXA insurance companies.
With around 600 people operating in over 20 countries and based in 14 offices around the world, the team combines in-depth, in-country knowledge with longstanding experience, strong convictions and a thorough understanding of capital structure.
This combination allows us to build strategies for our clients across the spectrum of Real Assets through a wide range of investment solutions which aim to deliver targeted returns commensurate with their risk profile. We are the number one portfolio and asset manager in Europe² in direct property and a global leader in Real Asset investment.
Our approach
Our size, experience and structure enable us to offer clients a 360° view of real assets investing - we invest in both equity and debt, across different real asset classes, geographies and via private and listed instruments.
This 360° view provides us with a thorough understanding of relative value in real asset markets that can be instrumental to optimising the management of economic cycles. It also promotes flexibility and agility in our investment decisions.
¹ Source: AXA IM – Real Assets data (unaudited) as at September 30, 2018
² Source: INREV Fund Manager Survey – May 2018
1 Source: INREV/ANREV Fund Manager Survey – May 2018. Rankings based on non-listed direct real estate assets under management.
2 Source: Best European Insurance Company Lender of the Year, Real Estate Capital 2014, 2015; Debt Investor of the Year, Property Investor Europe 2017; Alternative Lender of the Year, Property Investor Europe 2018
Isabelle Scemama, CEO of Real Assets
Our Real Assets key figures
-
€79bn
of assets under management*
-
300+
investment professionals
-
200+
external clients
-
30+
years of experience
-
N°1
in Europe**
Source: AXA IM – Real Assets data (unaudited) at 09/30/2018.
*The total AUM figure includes €3.7bn of real estate listed equities managed by Framlington Equities.
** Source: INREV Fund manager survey - May 2018. Rankings based on non-listed direct real estate
Insights
64 insights found
30 January 2019
Retail is not dead and regionally dominant shopping centres offer an attractive value play
The retail market is under pressure as it responds and adapts to the disruptive force of the internet on its traditional business model.
23 November 2018
November Investment Strategy: Waving goodbye to peak global growth
Looking ahead to the last lap of the cycle
19 October 2018
What yield curves are telling us about recession risks
The debate over the implications of US treasury yield curve inversion will return
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