Axa Investment Managers

Global investment management firm

AXA Investment Managers

Formerly| Axa Asset Management
Type| Subsidiary
Industry| Investment management
Founded| 1997
Headquarters|

Tour Majunga, La Défense, Puteaux, IDF, France

Number of locations

| 22

Area served

| Worldwide

Key people

| Marco Morelli (Executive Chairman)
Products| Mutual Funds
ETFs
Quantitative Funds
Real Estate
Structured Finance
Hedge Funds
AUM| €887 billion (31 December 2021)[1]

Number of employees

| 2,360 (March 2020)[2]
Parent| Axa
Website| www.axa-im.com

Axa Investment Managers (Axa IM) is a global investment management firm with offices in over 22 locations worldwide. As of 31 December 2021, it manages over €887 billion in assets on behalf of institutional and retail clients.[1] It operates as the investment arm for Axa, a global insurance and reinsurance company.

## Contents

* 1 History
* 2 Business overview
* 3 References
* 4 External links

## History[edit]

In 1994, Axa created an investment management subsidiary under the name, Axa Asset Management.[3] It operated separately from the insurance business lines and was headed by Jean-Pierre Hellebuyck.[4]

In 1997, Henri de Castries launched AXA Investment Managers (Axa IM) which Axa Asset Management became a part of.[5] Donald Brydon was selected to be its chief executive officer.[6]

In 1996, Dominique Senequier joined Axa and founded the Axa Private Equity platform. It operated under Axa IM until 2013 where it was spun off as a separate firm and renamed Ardian.[7]

During 1999, Axa IM paid US$125 million for a controlling stake in the Rosenberg Group, an active quantitative global equity manager based in California.[8] It was renamed to "Rosenberg Equities" which now operates as the quantitative investment platform under Axa IM. In the same year, AXA Real Estate Investment Managers was also established. It was eventually renamed to the "Real Assets" platform.[9]

In 2002, Axa IM set up its Structure Finance division.[5]

In 2005, Axa IM purchased the investment firm, Framlington Group from HSBC Holdings and Comerica for US$342.5 million.[10] It was renamed to "Framlington Equities" which now operates as a long term equity active management platform under Axa IM.

In 2006, Axa IM established a joint venture with Shanghai Pudong Development Bank. The resulting joint venture was AXA SPDB Investment Managers Co., Ltd, which is based in China.[11]

In 2008, Axa IM set up a joint venture with Kyobo Life Insurance Company. The resulting joint venture was Kyobo AXA Investment Managers, which is based in South Korea.[12][13]

In 2012, Axa IM established two joint ventures with Bank of India. They were BOI AXA Investment Managers Private Limited and BOI AXA Trustee Services Private Limited, which are based in India.[14]

In 2015, the Real Assets division launched Baytree Logistics Properties, a pan-European logistics and industrial development platform.[15]

During 2016, Axa IM set up Chorus, a hedge fund platform. In the same year, the Real Assets division acquired Sydney-based, Eureka Funds Management to expand its real assets' operation in the Asia-Pacific region.[16]

## Business overview[edit]

Axa IM has seven different investment platforms. They are:

* Framlington Equities (Active investment management)
* Rosenberg Equities (Quantitative investment management)
* Fixed Income
* Real Assets (Real Estate and Infrastructure investments)
* Multi-Asset
* Structured Finance
* Chorus (Hedge Fund)

At the end of March 2020, of Axa IM’s AUM, around 40% was in Fixed Income, 29% Multi-Asset, 8% in Structured Finance, 12% in Real Assets and 7% in Equities.[2]

During 2020, Axa IM restructured its organization to create two main business units, Axa IM Alts and Axa IM Core.[17]

Axa IM Alts consists of the Real Assets, Structured Finance and Chorus investment platforms. At the end of 2020, it had €159 billion assets under management.[1]

Axa IM Core consists of the Framlington Equities, Rosenberg Equities, Fixed Income and Multi-Asset investment platforms. At the end of 2020, it had €559 billion assets under management.[1]

Axa IM has offices in 22 different country which cover Europe, Asia and North America.

## References[edit]

1. ^ a b c d "Full-year 2021 earnings". Retrieved 25 February 2021.
2. ^ a b "AXA Investment Managers – Investing and Building for Asia's Future -Asian Wealth Management and Asian Private Banking". www.hubbis.com.
3. ^ "AXA Investment Managers: Growth in the fast lane" (PDF). April 27, 2006. Archived (PDF) from the original on 2022-01-20.
4. ^ "Le groupe Axa décidé à se développer dans la gestion pour compte de tiers". Les Echos (in French). 1995-03-07. Retrieved 2021-03-03.
5. ^ a b "20 years AXA INVESTMENT MANAGERS". communications.axa-im.com. Retrieved 2021-03-03.`{{cite web}}`: CS1 maint: url-status (link)
6. ^ Waks, Fabienne (2011). "Generation AXA" (PDF). AXA. Archived (PDF) from the original on 2022-01-20.
7. ^ "Ardian". Strategist. Retrieved 2021-03-03.
8. ^ IPEDecember 1998. "AXA takes control of Rosenberg". IPE. Retrieved 2021-03-03.
9. ^ "Isabelle Scemama appointed as CEO of AXA Investment Managers - Real Assets". realassets.axa-im.com.`{{cite web}}`: CS1 maint: url-status (link)
10. ^ "AXA Investment Managers agreed to purchase Framlington Group for about..." Pensions & Investments. 2005-07-28. Retrieved 2021-03-03.
11. ^ Reuters Staff (2007-08-28). "AXA China fund JV eyes 10 bln yuan fund by year-end". Reuters. Retrieved 2021-03-03.
12. ^ "Kyobo, AXA Group to Set up Asset Management Firm". koreatimes. 2008-06-04. Retrieved 2021-03-03.
13. ^ Reuters Staff (2008-06-04). "AXA to buy 50 pct in S.Korea asset firm from Kyobo". Reuters. Retrieved 2021-03-03.
14. ^ "About Us". www.boiaxamf.com. Retrieved 2021-03-03.
15. ^ "Baytree Logistics Properties appoints Amit Babbar as UK Development Director | Property Funds World". www.propertyfundsworld.com. 2018-04-05. Retrieved 2021-03-03.
16. ^ "AXA IM-Real Assets has its Eureka moment". Australian Financial Review. 2016-09-21. Retrieved 2021-03-03.
17. ^ Khullar, Arshiya (2020-03-11). "AXA IM restructures to create €137bn global alternative investment platform". Infrastructure Investor. Retrieved 2021-03-03.

## External links[edit]

* Official website

* v
* t
* e

Axa

Founders|

* Claude Bébéar

Notable
executives|

| Current|

* Denis Duverne
* Thomas Buberl

|

Former|

* Amanda Blanc
* Donald Brydon
* Dominique Senequier
* Henri de Castries
* Philippe Donnet

Subsidiaries|

| Current|

* Axa Investment Managers
* Axa XL

|

Former|

* Ardian
* Axa Bank Belgium
* Equitable Holdings
* SunLife

Historical components|

* Alleanza Securitas Esperia
* Axa PPP International
* Guardian Royal Exchange Assurance
* Sun Life & Provincial Holdings
* Winterthur Group
* Mutual Life Insurance Company of New York

Buildings|

* Axa Equitable Center
* AXA Tower
* Axa Towers
* Torre Axa México
* Tour First

* v
* t
* e

Major asset management companies

| Americas|

| Canada|

* Brookfield
* CI Financial
* Guardian Capital Group
* Mackenzie Investments
* Manulife
* Power Financial
* Sun Life Financial

|

USA|

* Affiliated Managers Group
* AllianceBernstein
* Ameriprise Financial
* BlackRock
* BNY Mellon Investment Management
* Capital Group
* Charles Schwab
* Columbia Threadneedle
* Dimensional
* Dodge & Cox
* Edward Jones
* Federated Hermes
* Fidelity Investments
* Franklin Templeton
* Geode Capital
* Invesco
* MFS
* New York Life Investments
* Neuberger Berman
* Northern Trust
* Nuveen
* PGIM
* Principal
* PIMCO
* State Street Global Advisors
* T. Rowe Price
* Vanguard Group
* Wellington Management

EMEA|

| France|

* Amundi
* AXA Investment Managers
* BNP Paribas Asset Management
* Natixis Investment Managers
* Ostrum Asset Management

|

Germany|

* Allianz Global Investors
* DWS Group
* Union Investment
* Universal Investment

UK|

* Abrdn
* Ashmore Group
* Aviva Investors
* Baillie Gifford
* Fidelity International
* Insight Investment
* Janus Henderson
* Legal & General
* Man Group
* Newton Investment Management
* M&G
* Royal London Asset Management
* Schroders

Others|

* Aegon N.V.
* Allan Gray
* ARCA Fondi SGR
* Assicurazioni Generali
* Azimut Holding
* Coronation Fund Managers
* Eurizon Capital
* GAM
* NN Investment Partners
* Robeco

APAC|

| Australia|

* AMP Capital
* First Sentier Investors
* IFM Investors
* Magellan Financial Group
* Perpetual Limited

|

China|

* Bosera Asset Management
* China Asset Management
* China Southern Asset Management
* China Universal
* E Fund Management
* Harvest Fund Management
* Tianhong Asset Management

India|

* Aditya Birla Sun Life Asset Management
* Axis Mutual Fund
* ICICI Prudential Mutual Fund
* Kotak Mutual Fund
* SBI Mutual Fund
* UTI Asset Management

Japan|

* Asset Management One
* Mitsubishi UFJ Trust and Banking Corporation
* SPARX Group
* Sumitomo Mitsui Trust Holdings

Others|

* Eastspring Investments
* Mirae Asset Financial Group
* Shinhan Asset Management

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