Sustainable profitability Asset Management for institutional investors

Independent: best-in-class approach

We invest our customers’ assets in accordance with the same principles used for our own pension fund. Our best-in-class approach means that we manage your assets independently with no conflicts of interest. For example, we do not favor proprietary funds.

We systematically seek out the ideal investment style (active or passive) for each asset class as well as the best investment managers (e.g. BlackRock, Credit Suisse, UBS, Wellington, Columbia Threadneedle, Ardian, Pimco, Fisch Asset Management, AXA Investment Managers, Lombard Odier,  AllianceBernstein).

Secure: strong expertise for safe investments

We have been managing assets successfully in Switzerland for over 140 years. Since insurance is our core business, we are experts in minimizing long-term investment risks, but we also include attractive asset classes to achieve solid, sustainable returns. This expertise is especially valuable in the current market environment of complex regulation and low interest rates.     

Sustainable: investing in accordance with ESG criteria

Sustainability has been an important topic for AXA for quite some time. We are committed to a livable environment, a stable economy, and a safe society.

Sustainable investments are a central component of the asset management range of AXA Asset Management. We incorporate factors relating to the environment, social responsibility and good corporate governance (ESG: Environment, Social, Governance) into all investment decisions and refrain from investments that conflict with our ESG approach.

Our efforts with regard to sustainability are also aligned with the United Nations Principles for Responsible Investment (UNPRI). 

In line with the Paris Agreement, we have set ourselves the target of limiting the global warming potential of our own investments to less than 1.5°C by 2050. That’s why we are systematically withdrawing from investments in the coal industry.

Working in partnership: helping you to manage your balance sheet structure

We treat our customers as partners. This means that, rather than merely investing your assets, we advise and assist you where necessary. We work together with our colleagues in occupational benefits to offer you the right solutions for all your pension needs from a single source.  

Personal and flexible: tailored to your individual needs 

With AXA, you benefit from our global experience as a multinational group of companies as well as from our local expertise. We give you access to the most attractive asset classes worldwide and to a Swiss asset management team that addresses your individual needs personally and flexibly.