Stewardship and Engagement

As an advanced responsible asset manager, AXA IM believe that a robust and measurable stewardship and engagement strategy will build a beneficial environment for our clients. Our responsible investment teams lobby for change with industry bodies and regulators, vote with conviction at company meetings, and maintain dialogue with companies to effect change - where future risk is foreseen, to drive progress to a sustainable future.

Download the AXA IM Stewardship Report 2023

Stewardship in figures

681
total engagements, +14% increase vs 20221.
200
engagements at senior executive or board director level1.
+69 %
of engagements linked to the UN SDGs, with high proportion on climate action goal. 1
54,782
proposals voted. 1
4,856
meetings. 1
63 %
of escalations see vote escalation used as the main technique. 1
2023 engagement themes

In 2023, we conducted 681 engagements with 503 entities, representing a 14% increase in engagements compared to 2022. The increase was observed both for engagement with objectives (298) and for sustainability dialogue (383, +60%).

Engagement and dialogue are often conducted in collaboration with various teams providing strategic and technical views of the company’s practices. Our integrated stewardship approach allows the information gained during engagement to be fed into investment-decision making.

Changing our climate

Active engagement in oil & gas

We engage with a number of companies that may contribute to a successful transition to help steer them in this transition journey. Find out more about how this looks in practice for a selection of four Oil & Gas majors, and how our on-going dialogue with companies has influenced how we voted during their respective AGMs in 2024.

Learn more

Hold steady: Sustainability in the face of polycrisis

In this podcast, experts discuss about shifting corporate priorities and why it is important that CEOs hold steady on their sustainability commitments.

AXA IM FOR PROGRESS MONITOR

A simple and transparent way to track progress towards our net zero goals.

The AXA IM for Progress Monitor is a selection of eight metrics with interim targets, chosen for their strategic importance and material contribution towards the firm’s goal of becoming net zero as a business and investor by 2050.

Learn more

    Disclaimer

    This document is for informational purposes only and does not constitute investment research or financial analysis relating to transactions in financial instruments as per MIF Directive (2014/65/EU), nor does it constitute on the part of AXA Investment Managers or its affiliated companies an offer to buy or sell any investments, products or services, and should not be considered as solicitation or investment, legal or tax advice, a recommendation for an investment strategy or a personalized recommendation to buy or sell securities.

    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.

    All investment involves risk , including the loss of capital. The value of investments and the income from them can fluctuate and investors may not get back the amount originally invested.