Investment Strategies

Our strategies cover the whole spectrum and bespoke solutions for institutional clients.

Overview

Since 1994, we've actively managed investments for clients with a focus on long-term results. The fundamental belief that investing can be both financially and socially rewarding is why responsible investing has been at the core of our business since the start.

25+ years experience

Today, we draw on decades of asset management experience, backed by macroeconomic insights and in-depth company analysis, to help our clients reach their goals.

Broad range of strategies

Whether you're looking to generate income, preserve and grow capital, or offset the impact of inflation, we can help.

Explore Fixed Income

Fixed income can help preserve capital, generate regular income, and offset market fluctuations over time.

In today's uncertain interest rate environment, fixed income can provide new investment opportunities.

Backed by research

We look at macroeconomic trends and perform in-depth company credit analysis.

Investing responsibly

Our proprietary scoring system feeds ESG data directly into our portfolio management tool, which managers use daily.

Tailored to your needs

Put cash to work with short duration bonds, or trade more risk for higher returns. Whatever your needs, we can help.

100+ experts across 3 continents1

We've weathered economic cycles with our clients for 20+ years. In today's increasingly uncertain economic environment, our experts look further afield for diverse and versatile opportunities.

Explore Equities

Equity2 investing offers the opportunity to share in the returns generated by companies around the world, whether they are established leaders or dynamic smaller companies.

Our equity capabilities span the globe, offering an array of strategies to meet the ever-changing needs of our clients.

We’re fundamental investors

Our equity teams are fundamental investors, meaning we undertake rigorous research to fully understand every company in which we invest. We offer investors access to complementary styles, from focused thematic portfolios to diversified factor strategies. 

We're responsible investors

Environmental, social and governance (ESG) factors3  are fully integrated into our investment activities, from company research to portfolio construction and our ongoing commitment to active ownership. 

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With you every step of the way

We empower our clients by offering a range of strategies to suit different needs. This is backed by the latest investment insights from leading industry experts across markets and regions. 

Explore Multi Asset

Target specific outcomes, diversify risks, and achieve long-term financial goals.

Multi-asset offers potential outcome-oriented solutions and market opportunities wherever they arise.

Reach your goals

Outcome-oriented multi-asset funds and strategies can combine the best of multiple asset classes to help investors reach their financial goals responsibly.

Navigate uncertainty

Multi-asset strategies can help investors diversify and mitigate their risks while capitalising on market opportunities.

Flexible

Multi-asset strategies offer flexible all in one solutions to simplify investments.

Explore Alternatives

As a global leader in alternatives investing, AXA IM Alts offers investment strategies and alternative funds across the whole spectrum.

We have 470+ investment professionals serving 600+ clients across Europe, North America, Asia Pacific, and the Middle East 4. Our alternatives capability is structured around three pillars of real estate equity, private debt & alternative credit, and private equity & infrastructure, with a successful track record spanning 30+ years and multiple market cycles.

Real estate equity

We take equity stakes in listed and unlisted real estate, generating rental income and capital appreciation. Our scale and network gives us unparalleled abilities to source and deploy capital. We provide regional and country-specific strategies for clients.

Private Debt & Alternative Credit

Our focus on in-depth credit analysis and fundamental research enables us to originate opportunities across the non-traditional credit spectrum. We provide clients with opportunities for sourcing, diversification and spread pick-up. An agile approach helps us quickly adapt to the risk and return needs of our clients. And our conviction-led approach to portfolio construction means our teams can offer tailored investment solutions for each type of asset class.

Private Equity & Infrastructure

Society evolves constantly, adapting to new challenges and opportunities. By investing in diversified, essential infrastructure, we help to meet and shape the future needs of our communities. Core infrastructure projects and services can have a positive impact on society and the environment. We aim to show that conscientious investing doesn’t mean compromising on financial returns.

Responsible Investing

Putting sustainability at the heart of investment strategies

Our deep ESG analysis, commitment to active ownership, and product innovation can help clients respond to the new megatrends shaping markets.

Explore Responsible Investing

Risks

No assurance can be given that our strategies will be successful. Investors can lose some or all of their capital invested. Our strategies are subject to risks including, but not limited to: equity; emerging markets; global investments; investments in small and micro capitalisation universe; investments in specific sectors or asset classes specific risks, liquidity risk, credit risk, counterparty risk, legal risk, valuation risk, operational risk and risks related to the underlying assets.

    Disclaimer

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    The information on the website of AXA IM does not constitute a decision aid for economic, legal, tax or other advisory questions, nor may investment or other decisions be made solely on the basis of this information. Before any investment decision is made, detailed advice should be obtained that is geared to the client's situation.

    Past performance or returns are neither a guarantee nor an indicator of the future performance or investment returns. The value and return on an investment is not guaranteed. It can rise and fall and investors may even incur a total loss.

    AXA Investment Managers Switzerland Ltd.