
Exclusion Policies
Overview
Our top-level screening policies - Controversial Weapons, Soft Commodities, Palm Oil and Climate Risks - apply to the vast majority of assets. We were among the first asset managers to put in place a blanket exclusion for companies which derive more than 30% of revenues from coal. We also exclude assets linked to food commodities and unsustainable palm oil production, and follow exclusion rules on controversial weapons such as Anti-Personnel Landmines.
AXA IM also manages Environmental, Social and Governance (ESG) and Responsible Investment funds applying additional exclusions policies to help systematically address the most severe sustainability risks in the investment decision-making process.
Climate Risk Policy
Controversial Weapons Policy
Ecosystem protection and deforestation policy
Soft Commodities Policy
ESG Standards Policy
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.