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Axiom Investors

PRI reporting framework 2020

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Basic information

OO 01. Signatory category and services

01.1. Select the services and funds you offer

Select the services and funds you offer
% of asset under management (AUM) in ranges
Fund management
Fund of funds, manager of managers, sub-advised products
Other
Total 100%

Further options (may be selected in addition to the above)

01.2. Additional information. [Optional]

Axiom was founded in 1998. Our sole line of business is to provide investment management services to our global institutional client base across 10 equity strategies. We are 100% employee owned, with partner representation in every facet of our business ensuring that each of Axiom’s employees are dedicated to helping our clients achieve their investment objectives. We pride ourselves on creating and maintaining a culture of excellence and accountability in service of our clients’ assets and in accordance with our fiduciary duty. As such, we are focused on building long-term strategic partnerships with our clients’ through transparency, collaboration, and responsible stewardship through meaningful engagement to form an understanding of their expectations and the needs of their constituents. 

OO 02. Headquarters and operational countries

02.1. Select the location of your organisation’s headquarters.

United States

02.2. Indicate the number of countries in which you have offices (including your headquarters).

02.3. Indicate the approximate number of staff in your organisation in full-time equivalents (FTE).

50 FTE

02.4. Additional information. [Optional]

Axiom Investors maintains one office located in Greenwich, CT, USA, fostering a highly collaborative and collegial environment. An integral component of our competitive advantage is that we are one dynamic growth team working collaboratively in one location synthesizing information rapidly using our consistent, transparent, and disciplined framework. Our clients benefit from the collegiality of our research and portfolio management team who work together in one location, communicating continuously throughout the day.

OO 03. Subsidiaries that are separate PRI signatories

03.1. Indicate whether you have subsidiaries within your organisation that are also PRI signatories in their own right.

03.3. Additional information. [Optional]

Axiom has no subsidiaries, related parents, affiliates or joint venture entities. We are 100% employee owned, with all Portfolio Managers and the majority of our global sector Research Analysts serving as partners in the firm. With partner representation in every facet of our business, we ensure that each of Axiom’s employees are dedicated to helping our clients achieve their investment objectives.

OO 04. Reporting year and AUM

04.1. Indicate the year end date for your reporting year.

31/12/2019

04.2. Indicate your total AUM at the end of your reporting year.

Include the AUM of subsidiaries, but exclude advisory/execution only assets, and exclude the assets of your PRI signatory subsidiaries that you have chosen not to report on in OO 03.2
Total AUM
trillions billions millions thousands hundreds
Currency
Assets in USD
trillions billions millions thousands hundreds

04.4. Indicate the assets which are subject to an execution and/or advisory approach. Provide this figure based on the end of your reporting year

Total AUM
trillions billions millions thousands hundreds
Currency
Assets in USD
trillions billions millions thousands hundreds

04.5. Additional information. [Optional]

As of December 31, 2019, assets were $14.1B across 10 equity strategies. Assets include Assets Under Management ($13.5B) & Assets Under Advisement ($0.6B).

We are focused on building long-term strategic partnerships with our clients’ through transparency, collaboration, and responsible stewardship through meaningful engagement to form an understanding of their expectations and the needs of their constituents. Our commitment to this objective has resulted in both long-term partnerships and new partnerships, with a third of our clients partnering with Axiom for over 10 years as well as a third of our clients becoming new partners of Axiom over the past three years. 

OO 06. How would you like to disclose your asset class mix

06.1. Select how you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)

 

Listed equity >50% 98 0 0
Fixed income 0 0 0 0
Private equity 0 0 0 0
Property 0 0 0 0
Infrastructure 0 0 0 0
Commodities 0 0 0 0
Hedge funds <10% 2 0 0
Fund of hedge funds 0 0 0 0
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash 0 0 0 0
Money market instruments 0 0 0 0
Other (1), specify 0 0 0 0
Other (2), specify 0 0 0 0

06.2. Publish asset class mix as per attached image [Optional].

06.3. Indicate whether your organisation has any off-balance sheet assets [Optional].

06.5. Indicate whether your organisation uses fiduciary managers.

06.6. Provide contextual information on your AUM asset class split. [Optional]

Axiom's assets were $14.1B across 10 equity strategies as of 12/31/2019. Most of the assets are in seven, long-only equity strategies (98%) with the remaining assets (2%) in three long-short equity strategies. Our global client base is primarily institutional and is diversified across client type, including, but not limited to, Public Funds, Sovereign Wealth Funds, Corporations, Health Care, Endowments & Foundations, and Sub-adivsory relationships to name a few. 

The firm believes in conservative assets under management growth to preserve alpha. Our firm is focused on delivering investment returns that meet and exceed client expectations. Given that we are an employee owned institutional asset management boutique, we are very active in monitoring our pipeline of potential investors. 

OO 07. Fixed income AUM breakdown (Not Applicable)

OO 08. Segregated mandates or pooled funds (Not Applicable)

OO 09. Breakdown of AUM by market

09.1. Indicate the breakdown of your organisation’s AUM by market.

37.4 Developed Markets
61.36 Emerging Markets
0.47 Frontier Markets
0.78 Other Markets
Total 100% 100.01%

09.2. Additional information. [Optional]

In the above breakdown, we looked through our ten equity strategies to determine AUM by market. As of 12/31/2010, 37.4% of AUM is in Developed Markets, 61.36% is Emerging Markets, 0.47% is Frontier and 0.78% represents Cash. The majority of our strategies are global in their investments and as fo 12/31/2019, emerging markets equity made up the majority of our AUM by market. 
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