What is active investing?

Active investing is the process of selecting stocks to add to and remove from a portfolio, based on fundamental analysis, in an effort to outperform the broader market or a specific index on a risk-adjusted basis.

An ongoing evolution

The investment world is undergoing an enormous amount of change and active management is no different. The lack of global growth, rapidly advancing technology and new competitors means that the dynamics of the industry are evolving faster than ever. But within that change lies opportunities for those who are willing to think and invest differently.

Our approach

For more than 40 years we have been investing with an eye to the future and a focus on aiming to deliver consistent excess returns through active, fundamental, bottom-up stock selection. Led by our convictions and a recognition that long-term investment focus is increasingly shifting from a geographic to a thematic approach, we offer a range of solutions aiming to meet the needs of our clients.

What is the Evolving Economy?

The Evolving Economy is all about identifying companies that are tapping into multi-decade demographic and technological changes, regardless of their region or sector classifications.
"At Framlington Equities, our highly experienced portfolio managers have full accountability for their portfolios. They are empowered to invest with conviction in a risk-monitored framework. We call this our ‘Trust but Verify' mindset and it is what underpins our success."
Matthew Lovatt as Interim Global Head of Institutional Client Group & Global Head of Framlington Equities

64 insights found

Market thinking

26 March 2020

COVID-19: AXA IM’s market and economic update

The COVID-19 crisis continues to cause significant volatility. This is an exceptional and defining time for the global economy, but policymakers and central banks are taking decisive action to steady ...

Research & Investment Strategy

19 February 2020

Tomorrow Augmented: What is the 2019 Word of the Year?

Last year we revealed our inaugural Word of the Year by using our proprietary natural language processing (NLP) framework

Market thinking

19 February 2019

Is India the next battleground for China v US?

A combination of attractive valuation and an end to distressed selling has helped markets recover in the first six weeks of the year.

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.

Twitter logo  LinkedIn logo Facebook logo  Youtube logo