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AXA Investment Managers

PRI reporting framework 2020

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Organisational Overview
Basic information [OO 01 - 09] Asset class implementation gateway indicators [OO 10 - 12] Peering questions [OO LE 01 - HF 01]
Strategy and Governance
Investment policy [SG 01 - 04] Objectives and strategies [SG 05 - 06] Governance and human resources [SG 07 - 08] Promoting responsible investment [SG 09 - 11] Outsourcing to fiduciary managers and investment consultants [SG 12] ESG issues in asset allocation [SG 13 - 15] Asset class implementation not reported in other modules [SG 16 - 17] Innovation [SG 18] Communication [SG 19]
Direct - Listed Equity Incorporation
ESG incorporation in actively managed listed equities [LEI 01 - 10] Implementation processes [LEI 01 - 10] (A) Implementation: Screening [LEI 04 - 06] (B) Implementation: Thematic [LEI 07] (C) Implementation: Integration of ESG factors [LEI 08 - 10] Outputs and outcomes [LEI 12 - 13]
Direct - Listed Equity Active Ownership
Overview [LEA 01] Engagement [LEA 02 - 08] Outputs and outcomes [LEA 09 - 11] (Proxy) voting and shareholder resolutions [LEA 12 - 21]
Direct - Fixed Income
ESG incorporation in actively managed fixed income [FI 01 - 12] Implementation processes [FI 01 - 03] (A) Implementation: Screening [FI 04 - 06] (B) Implementation: Thematic [FI 07 - 09] (C) Implementation: Integration [FI 10 - 12] Fixed income - Engagement [FI 14 - 16] Outputs and outcomes [FI 17 - 18]
Direct - Property
Overview [PR 01] Fundraising of property funds [PR 02 - 03] Pre-investment (selection) [PR 04 - 06] Selection, appointment and monitoring third-party property managers [PR 07] Post-investment (monitoring and active ownership) [PR 08 - 14] Overview [PR 08] Property monitoring and management [PR 09 - 10] Property developments and major renovations [PR 11] Occupier engagement [PR 12 - 13] Community engagement [PR 14] Outputs and outcomes [PR 15 - 16]
Direct - Infrastructure
Overview [INF 01 - 02] Fundraising of infrastructure funds [INF 03 - 04] Pre-Investment (Selection) [INF 05 - 09] Post-investment (monitoring and active ownership) [INF 11 - 16] Overview [INF 11] Infrastructure Monitoring and Operations [INF 12 - 14] Infrastructure Maintenance [INF 15] Outputs and outcomes [INF 17 - 18] Communication [INF 19]
Confidence building measures
Confidence building measures [CM1 01 - 07]
Export Public Responses
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Outputs and outcomes

PR 15. ESG issues affected financial/ESG performance

15.1. Indicate whether your organisation measures how your approach to responsible investment in property investments has affected financial and/or ESG performance.

15.2a. Describe the impact on the following.

Describe the impact on:
Impact
Funds` financial performance

15.2b. Describe the impact on the following.

Describe the impact on:
Impact
Funds` ESG performance

15.3. Describe how you are able to determine these outcomes.

Financial performance: Reduced operating expenses, improved net operating income (NOI), retention of existing tenants, attracted new tenants, estimated rental value, capitalized value and improved investment liquidity.

ESG performance: Energy efficiency improvements, reduction of water and waste, improvement in EPC ratings, increased assets with certifications.

PR 16. Examples of ESG issues that affected your property investments

16.1. Provide examples of ESG issues that affected your property investments during the reporting year.

ESG issue 
          Energy efficiency and CO2 Emissions
Types of properties affected 
          Office
Impact (or potential impact) on investment

Energy efficiency

Office Liquidity – tenant satisfaction
Activities undertaken to influence the investment and the outcomes

Energy performance audit

Communication and green committee with tenant to reduce impacts

Building certification (BREEAM, HQE, LEED)
ESG issue 
          CO2 emissions
Types of properties affected 
          Residential and offices
Impact (or potential impact) on investment

Heating exchange or replacement was from fossil fuels to renewable energies
Activities undertaken to influence the investment and the outcomes

Defined clear CO2 reduction target. Show in calculations that maintaining fossil fuel heating is on the long – term run a risk.
ESG issue 
          Tenant well being
Types of properties affected 
          Office
Impact (or potential impact) on investment

Diverse Building checks through in use certification
Activities undertaken to influence the investment and the outcomes

Tenant well-being and comport is a focus area. Action plans are defined where necessary

16.2. Additional information. [Optional]

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