Balance Sheet Delegation
Maintaining investment control, while protecting one’s solvency ratio.
Our approach to Balance Sheet Delegation
Balance Sheet Delegation (also known as fiduciary management) is a comprehensive service, covering the entire investment value chain. We are able to provide in-depth analysis of existing asset and liability matching arrangements. We can also help in defining strategic asset allocation, the management of underlying portfolios and provide comprehensive reporting.
We aim to provide institutional clients with the opportunity to:
- Keep control of their investments while maintaining their solvency ratio: AXA IM and the client agree on a partnership and a governance. AXA IM gives recommendations on asset and liability matching (ALM) and Asset allocation while monitoring regulatory and compliance issues.
- Have a flexible approach and an improved risk/return profile: AXA IM gives access to manager selection in open architecture and an active asset allocation process considering accounting and regulatory restraints.
- Offload part of their administrative burden: AXA IM monitors risks and performance and provides thorough accounting and regulatory reporting.