Institutional Solutions
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.
How we can help
Bespoke, actively-managed solutions
We have global reach combined with extensive experience of the challenges faced by institutions. Our active investment approach and deep-research capability aims to develop 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 environmental, social and governance (ESG) factors. Our proprietary analytical tools allow us to put sustainability at the heart of institutional portfolios with the goal of building investment resilience over the longer term.
Responsible investing
We developed our first responsible investment 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 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.
Fixed income solutions
Fixed income is an essential component in an institutional investor’s portfolio allocation. Working with our clients, we design and implement fixed income strategies to target optimal outcomes.
Global scale & market access
Our scale and specialist expertise across a broad spectrum of fixed income strategies enables us to offer outcome-oriented, resilient solutions in line with client needs.
Whether a client is seeking attractive yields, to enhance portfolio diversification or generate sustainable and predictable cashflows, our investment professionals draw on extensive credit and macroeconomic research, our top-tier fixed income and derivatives trading capabilities and robust risk management tools.
Forward looking ESG analysis helps build resilient portfolios
Integral to our core fixed income investment processes, we believe that ESG factor analysis, together with active issuer engagement, broadens our opportunity set, is critical to effective risk management and leads to more resilient and sustainable outcomes for clients.
Buy & Maintain credit
A sustainable and resilient core holding for long-term investors and savers
Our Buy and Maintain credit strategies actively seek to enhance the returns from the investment grade credit market over the longer term via intelligently constructed and highly diversified portfolios. We aim to maximise value by monitoring and mitigating against costs from turnover and transactions.
As market leaders in bond investing, we have partnered with insurance and pension fund clients for over two decades to develop innovative, outcome-oriented investment solutions to meet their evolving financial, regulatory and stakeholder needs.
The full breadth of our credit investing and trading expertise, along with our leading sustainable investing capabilities and state of the art tools, are used to design and construct portfolios that help you achieve your targeted investment outcomes sustainably.
Cashflow Driven Investing
Long-term credit solutions to help deliver on defined benefit pensions promises.
Why Cashflow Driven Investing (CDI)?
Cashflow negativity, where the pension money coming in from workers is below the level of money paid out to retirees, is a growing challenge. Together with decreasing liquidity in credit markets, rising transaction costs and regulatory changes, schemes face an increasingly difficult task to ensure they can meet all of their pension liabilities efficiently.
CDI is a long-term approach that seeks to help schemes increase their ability to meet their future cashflow requirements and their funding objectives.
A long-term partnership approach
Built on a strong understanding of the needs of maturing schemes, our CDI framework is designed as an intelligent, cost-effective way to help secure members’ benefits – a flexible and transparent approach, which aims to ensure capital preservation, predictability of cashflows and maximised credit returns.
We recognise that each scheme is unique, and so partner with our clients and their advisers to develop solutions which align to the scheme’s specific position and aims, while retaining the flexibility to adapt to market conditions and future changes in scheme objectives.
Insurance solutions
Unique and complex investment requirements
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.
A custom, long-term approach
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.
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 balance sheet 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 expertiseAXA IM, as at 31/12/20.
Fixed income
We cover a broad spectrum of fixed income strategies to help investors build diverse portfolios that can be more resilient to economic and market shifts.
Important information
Marketing communication. For professional investors only.
Past performance or achievement is not indicative of current or future performance. Performance is calculated net of fees unless otherwise stated.
Any views expressed here are those of the author as of the date of publication, based on available information, and subject to change without notice. This material does not constitute investment advice.
Investments are subject to market fluctuations and the risks inherent in investments in securities. The value of investments and the income they generate may go down as well as up and it is possible that investors will not recover their initial investment. There is no guarantee that the performance objective will be achieved.
This document is directed only at person(s) who have professional experience in matters relating to investments (“relevant persons”). Any investment or investment activity to which this document relates is available only to and will be engaged in only with Professional Clients as defined in the rules of the Financial Conduct Authority. Any person who is not a relevant person should not act or rely on this document or any of its contents.