Multi-AssetDynamic risk managementBalance sheet delegation

Investment challenge

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.
This page is for informational purposes only and does not 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 a solicitation or as investment, legal or tax advice. The strategies discussed herein may not be available in all jurisdictions and/or to certain types of investors. Opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. No guarantee, warranty, or representation is given as to the accuracy or completeness of this material. Reliance upon information in this material is at the sole discretion of the reader. This material does not contain sufficient information to support an investment decision.