Investment Strategies

Institutional Featured Solutions

We help institutional investors by building innovative and sustainable custom solutions to support ever-evolving financial, regulatory and stakeholder needs.

Overview
Responsible investing
Insurance Solutions
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Spotlight on institutional clients

£645 bn

Assets managed globally for pension funds, insurers and other institutions¹

Overview

                                    We are an active, long-term and responsible partner for our clients. Our goal is to deliver an offering for pension funds and insurers that meets their varied requirements for sustainable, risk-adjusted returns.
                

Bespoke, actively-managed solutions

We have global reach combined with extensive experience of challenges Asian institutions face in the environment in which we live and invest. Our active investment approach and deep-research capability develops innovative and responsive solutions across asset classes, helping our clients meet their challenges decades into the future.

A powerful Responsible Investing capability

We have devoted substantial resources over time to build a valuable understanding of the risks and opportunities presented by ESG. Our proprietary analytical tools allow us to put sustainability at the heart of institutional portfolios and build investment resilience over the longer term.

Responsible investing

                                                                    We developed our first RI mandate in 1998 and have built substantial resources and industry-leading expertise to partner with asset owners and advisors to help address the greatest global challenges impacting our planet.  
                                

Positive impact investing
Our experience shows demand for sustainable investing has increased. Individual investors and companies are looking for solutions which will allow them to invest in a sustainable manner; strategies focused on delivering the kind of resilience that is necessary to navigate uncertain market conditions related to the unprecedented challenges that we and the planet face.

Responsible Investing is at the heart of what we do
We are responsible investors at heart. We not only monitor environmental, social and governance (ESG) risks and opportunities on behalf of our clients, but we adhere to the responsibility that comes with being an investor across all dimensions of our business.

We believe fundamentally that long-term, active Responsible Investing can deliver sustainable value for clients and create a positive impact on society and the environment. This has underpinned our work for more than 20 years in developing investment solutions that incorporate ESG considerations across all asset classes.

Responsible Investing

Our team conducts regular detailed research into a broad range of ESG themes and sustainability trends to better understand how markets are evolving and how economies will adapt to changing conditions

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Insurance solutions

Partnering with insurers to design and deliver optimal solutions for their investment portfolios and achieve their asset yield, capital efficiency and responsible investment objectives.

Insurers face a unique and increasingly complex set of investment challenges - from generating enough return on their assets to meet their future liabilities, through economic, regulatory and accounting constraints, to meeting the needs and expectations of a broad range of stakeholders - both now and for the decades to come.

Our scale and deep understanding of these complex challenges enables us to offer investment solutions that cover the full investment spectrum from traditional to alternative assets, providing investment plans, deployment and portfolio management, whilst integrating multi-dimensional constraints and frameworks.

For 25 years, we have supported insurers' complex and evolving needs - developing customised insurance investment solutions, and forming long-term partnerships with our clients for successful implementation.

Key elements of our insurance solutions and services include:

Yield enhancing strategies
Capital efficiency modelling
Optimising risk/return outcomes
Outsourced balancesheet management
Asset liability management (ALM)
Strategic and tactical asset allocation (SAA/TAA)
Product range innovation
Support in developing environmental, social and governance (ESG) and responsible investing approaches
Insurance-specific reporting

Being part of one of the world’s largest insurance groups means we work with a variety of insurance companies in terms of size, business line - Property & Casualty, Reinsurance, Life and Health Insurance - geographies and differing jurisdictions. All are supported by dedicated insurance solutions specialists with extensive insurance investing, actuarial, risk management and reporting expertise³ .

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Investment involves risk

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.

We recognise your needs are unique. Our team is ready to understand your specific requirements and develop a custom solution.

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Disclaimer

This website is published by AXA Investment Managers Asia Limited (“AXA IM HK”), an entity licensed by the Securities and Futures Commission of Hong Kong (“SFC”), for general circulation and informational purposes only. It does not constitute investment research or financial analysis relating to transactions in financial instruments, nor does it constitute on the part of AXA Investment Managers or its affiliated companies an offer to buy, sell or enter into any transactions in respect of any investments, products or services, and should not be considered as solicitation or investment, legal, tax or any other advice, a recommendation for an investment strategy or a personalised recommendation to buy or sell securities under any applicable law or regulation. It has been prepared without taking into account the specific personal circumstances, investment objectives, financial situation, investment knowledge or particular needs of any particular person and may be subject to change at any time without notice. Offering may be made only on the basis of the information disclosed in the relevant offering documents. Please consult independent financial or other professional advisers if you are unsure about any information contained herein.

Due to its simplification, this publication is partial and opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee such opinions, estimates and forecasts made will come to pass. Actual results of operations and achievements may differ materially. Data, figures, declarations, analysis, predictions and other information in this publication is provided based on our state of knowledge at the time of creation of this publication. Information herein may be obtained from sources believed to be reliable. AXA IM HK has reasonable belief that such information is accurate, complete and up-to-date. To the maximum extent permitted by law, AXA IM HK, its affiliates, directors, officers or employees take no responsibility for the data provided by third party, including the accuracy of such data. This material does not contain sufficient information to support an investment decision. References to companies (if any) are for illustrative purposes only and should not be viewed as investment recommendations or solicitations.

All investment involves risk, including the loss of capital. The value of investments and the income from them can fluctuate and that past performance is no guarantee of future returns, investors may not get back the amount originally invested. Investors should not make any investment decision based on this material alone.

Some of the services listed on this Website may not be available for offer to retail investors.