What is multi-asset investing?
Multi-asset investing combines investments across multiple asset classes in one portfolio to help investors diversify risks, target specific outcomes, and achieve their long-term goals. Multi-asset funds generally have the flexibility to generate performance by dynamically adjusting both their asset allocation and security selection over time as market conditions change.
Having evolved significantly over the years, multi-asset investing is no longer just about blending equities and bonds, but instead encompasses a wide variety of asset classes, such as commodities, property and derivatives, aiming to help investors reach their financial goals.
What are the benefits of multi-asset investing?
We understand that in a world of increasing uncertainty, it can be difficult for investors to find the investment solution that’s right for them. By investing across all major asset classes, multi-asset investing can:
Help investors navigate uncertain markets
Flexible multi-asset funds can help investors manage, and benefit from, volatility and unexpected events by drawing on a wide range of risk mitigation techniques.
Make investing easier
Multi-asset offers a less complicated, less time-consuming and less expensive route to diversification than doing your own asset allocation in today’s complex financial system.
Help investors reach their investment goals
Multi-asset funds combine the most attractive qualities of multiple asset classes, which could help investors reach their financial outcomes such as capital preservation, capital growth or income.
A range of options to help investors reach their financial goals
Capital growth investment strategies focus on building investors’ capital over the long term, typically by bearing some risks over the shorter term.
Capital preservation generally describes more conservative investment strategies which focus on preserving capital and preventing losses.
Income investment strategies aim to deliver a steady stream of cash flows to investors, typically generated through bond coupons or equity dividends.
Who is it for?
For investors looking to grow their money to help them prepare for significant life events such as retirement or buying a house.
Who is it for?
For investors aiming to preserve their existing capital to help them meet life’s everyday expenses such as childcare.
Who is it for?
For investors seeking a regular income to help them afford ongoing expenses, or to fund specific goals like a career break.
Creating the right asset allocation and monitoring it through market cycles takes time and expertise. Our philosophy and history as an active long-term manager means that our investment experts develop strong convictions based on experience and market insight to help investors reach their financial goals.
With over 15 years of experience, our team’s conviction process is strengthened by robust quantitative tools to help them capture market opportunities, using downside risk management techniques to help mitigate the impact of market downturns on our portfolios.
A judgemental multi-asset approach
To help investors target long-term performance, we combine the judgmental views of our experienced investment experts across asset allocation and security selection, using a framework of Macroeconomic, Valuation, Sentiment and Technical (MVST) factors to scrutinise the investment rationale for every conviction.
…strengthened by quantitative insights…
We then test these convictions with robust quantitative inputs and analysis. Our portfolio management team uses 150 proprietary investment signals which they have developed, and continually aims to develop new, additional signals to make sense of markets.
…and a multi-tiered approach to risk
To help investors manage any unanticipated risks and be prepared for the unexpected, we use a multi-tiered risk management technique, detailed below.
Our multi-tiered risk approach to multi-asset investing:
We build a well-diversified portfolio for long-term risk mitigation
We use our flexible allocation to plan for known events that may create market stress
We use liquid hedging strategies to prepare for unknown events and volatile market conditions.
We embed ESG dimensions in our portfolio management.
We aim to meet local client needs with a global perspective. To find out more or to contact your local AXA Investment Managers sales representative please visit our how to find us page.
"Whether ‘off-the-shelf' or fully bespoke, we aim to work in partnership with you to develop an array of pragmatic tools for an increasingly complex and challenging investing environment."
Hans Stoter, Global Head of Core Investments, Multi Asset and Fixed Income
11 March 2019
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