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AXA Investment Managers

PRI reporting framework 2020

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Pre-investment (selection)

PR 04. Incorporating ESG issues when selecting investments

04.1. Indicate if your organisation typically incorporates ESG issues when selecting property investments.

04.2. Provide a description of your organisation`s approach to incorporating ESG issues in property investment selection.

Using our Active Owner approach to Responsible Investing, our investment process is designed to encourage discussion of ESG during the investment committee process.

During the Investment Committee process, a dedicated page on sustainability is included where ESG issues are addressed to determine the compliance of the investment with the overall sustainability strategy and vision of AXA IM - Real Assets as well as to highlight any qualitative ESG criteria met by the asset in terms of tenant comfort and wellbeing. These factors are mandatory to be addressed during the investment decision making and acquisition process to systematically determine an action plan for compliance with our strategy if a high ESG risk is identified. For development assets, AXA IM - Real Assets applies our strict sustainability policy - encompassing both initial construction and design and use - to all its developed buildings.

In addition, as per the update of the investment committee template, the first page includes a dashboard where a summary of ESG information is displayed which demonstrates: potential regulatory risk, physical risk, counterparty risk, certifications and environmental performance  

To be transparent, investment decisions will be based on a combination of factors including traditional property criteria of location, tenant financial covenant, level of rent, length of lease, et al and not exclusively driven by ESG and sustainability factors.

04.3. Indicate which E, S and/or G issues are typically considered by your organisation in the property investment selection process, and list up to three examples per issue.

Environmental example 1, description

          
        

Environmental example 2, description

          
        

Environmental example 3, description

          
        

Social example 1, description [OPTIONAL]

          
        

Social example 2, description [OPTIONAL]

          
        

Social example 3, description [OPTIONAL]

          
        

Governance example 1, description

          
        

Governance example 2, description

          
        

Governance example 3, description

          Property standards and certifications, and disclosure (e.g. property performance or benchmarks)
        

04.4. Additional information. [Optional]

The above is a selection and the actual application and there are multiple factors that are considered. The level of information will vary between types of asset - multi tenanted assets will require more active management. The regulatory regime also varies between territories - e.g MEES in the UK, Tertiary Decree in France, so on.


PR 05. Types of ESG information considered in investment selection

05.1. Indicate what type of ESG information your organisation typically considers during your property investment selection process.

          Climate change risk
        

05.2. Provide a brief description of how this ESG information was incorporated into your investment selection process.

During the Investment Committee process, a dedicated page on sustainability is included where ESG issues are addressed to determine the compliance of the investment with the overall sustainability strategy and vision of AXA IM - Real Assets as well as to highlight any qualitative ESG criteria met by the asset in terms of tenant comfort and wellbeing. These factors are mandatory to be addressed during the investment decision making and acquisition process to systematically determine an action plan for compliance with our strategy if a high ESG risk is identified. For development assets, AXA IM - Real Assets applies our strict sustainability policy - encompassing both initial construction and design and use - to all its developed buildings.


PR 06. ESG issues impact in selection process

06.1. Indicate if ESG issues impacted your property investment selection process during the reporting year.

06.2. Indicate how ESG issues impacted your property investment deal structuring processes during the reporting year.

06.3. Additional information.


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