Commitments
SRI ratings and ethical indexes
The Group's environmental, social, and governance (ESG) performance is evaluated by various organisations, including rating agencies serving the research needs of the socially responsible investment (SRI) market.
The Group's environmental, social, and governance (ESG) performance is evaluated by various organisations, including rating agencies serving the research needs of the socially responsible investment (SRI) market.
The following tables present an overview of the Group's main ESG ratings and scores.
Dow Jones Sustainability Indices (DJSI)
Dow Jones Sustainability Indices (DJSI)
The S&P Corporate Sustainability Assessment (CSA) enables companies to establish a baseline and gain independent insight into their sustainability performance relative to peer companies. This questionnaire is the ‘research backbone’ behind the construction of the Dow Jones Sustainability Indices (DJSI). Top CSA performers are eligible for inclusion in the DJSI.
The DJSI is used by investors to identify leading companies and make sustainability-focused investment decisions.
AXA reaches 87/100 at the S&P Global Corporate Sustainability Assessment 2024 (score date: October 21, 2024).
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AXA Score | Sector Average | AXA Score | Sector Average | AXA Score | Sector Average | AXA Score | Sector Average | AXA Score | Sector Average | AXA Score | Sector Average | AXA Score | Sector Average | AXA Score | Sector Average | AXA Score | Sector Average | |
| Economic & Governance | 88% | 39% | 81% | 36% | 91% | 38% | 85% | 43% | 88% | 42% | 80% | 49% | 77% | 48% | 82% | 54% | 87% | 61% |
| Social | 88% | 29% | 82% | 28% | 94% | 29% | 86% | 35% | 88% | 33% | 85% | 41% | 81% | 38% | 85% | 41% | 80% | 41% |
| Environment | 82% | 26% | 77% | 25% | 82% | 28% | 96% | 41% | 85% | 39% | 90% | 51% | 80% | 41% | 92% | 44% | 88% | 46% |
| General Score | 87% | 33% | 81% | 31% | 91% | 33% | 87% | 40% | 88% | 39% | 83% | 47% | 79% | 43% | 85% | 47% | 85% | 50% |
| Percentile ranking | 98th | 98th | 100th | 97th | 99th | 97th | 95th | 99th | 95th | |||||||||
| Inclusion in DJSI Europe | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | |||||||||
| Inclusion in DJSI World | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
MSCI ESG
MSCI ESG Research products and services are designed to provide in-depth research, ratings and analysis of environmental, social and governance-related business practices to companies worldwide.
Since 2015, AXA has received a rating of AAA in the MSCI ESG Ratings assessment.*
| 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|
| General rating | AAA | AAA | AAA | AAA | AAA | AAA |
Vigeo Eiris
Vigeo Eiris*, France
Vigeo Eiris index component stocks are the companies rated highest for control of corporate responsibility risk and contribution to sustainable development. Performance is measured by the Equitics® method pioneered by Vigeo.
| 2019 | 2018 | 2017 | 2016 | 2014 | 2012 | 2010 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AXA Score | AXA Rating | AXA Score | AXA Rating | AXA Score | AXA Rating | AXA Score | AXA Rating | AXA Score | AXA Rating | AXA Score | AXA Rating | AXA Score | AXA Rating | |
| Human Resources | 60 | N/A | 67 | N/A | N/A | N/A | 64 | ++ | 58 | ++ | 53 | + | 51 | + |
| Human rights | 65 | N/A | 65 | N/A | N/A | N/A | 61 | ++ | 57 | + | 52 | + | 55 | + |
| Community involvement | 74 | N/A | 72 | N/A | N/A | N/A | 79 | ++ | 71 | ++ | 44 | + | 42 | + |
| Environment | 85 | N/A | 82 | N/A | N/A | N/A | 81 | ++ | 74 | ++ | 65 | + | 57 | + |
| Business behaviour | 62 | N/A | 62 | N/A | N/A | N/A | 63 | ++ | 57 | + | 53 | + | 55 | + |
| Corporate governance | 67 | N/A | 69 | N/A | N/A | N/A | 64 | + | 60 | = | 49 | = | 56 | = |
| Inclusion in Euronext Vigeo - World 120 index | Yes | Yes | Yes | Yes | Yes | No | N/A | |||||||
| Inclusion in Euronext Vigeo -Europe 120 index | Yes | Yes | Yes | Yes | Yes | Yes | N/A | |||||||
| Inclusion in Euronext Vigeo -Eurozone 120 index | Yes | Yes | Yes | Yes | Yes | Yes | N/A | |||||||
| Inclusion in Euronext Vigeo -France 20 index | Yes | Yes | Yes | Yes | Yes | Yes | N/A | |||||||
| Inclusion in Ethibel Sustainability indices | Yes | Yes | Yes | Yes | Yes | Yes | Yes | |||||||
| Ranking in sector | 1/49 | 1/49 | N/A | 1/42 | 1/37 | N/A | N/A | |||||||
| General score | 69 | 70 | N/A | 68 |
Definition of ratings: --: least developed businesses in the sector; -: businesses lower than average for the sector; =: businesses in line with average for the sector; +: active businesses; ++: sector's most committed businesses * Vigeo Eiris does not freely provide ratings since 2011
Sustainalytics
Since 2019 AXA has been ranked 2nd out of 278 insurance companies and was recognized by Sustainalytics as a sector Leader
.
FTSE4GOOD index
The FTSE4Good Index Series has been designed to objectively measure the performance of companies that meet globally recognised corporate responsibility standards.
| 2019 | 2018 | 2017 | 2016 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|
| General Score | 4.3 | 4.6 | 4.0 | 3.8 | 3.1 | 3.7 | 3.7 |
| Environment | 5 | 5 | 5 | 5 | 5 | 5 | 5 |
| Social | 4.7 | 5 | 4.3 | 4.7 | 2.8 | 2 | 2 |
| Governance | 3.7 | 4.2 | 3.4 | 2.6 | 2.6 | 4 | 4 |
| Inclusion in FTSE4GOOD index | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
* No ratings prior to 2012
ISS - Oekom
ISS Environmental & Social QualityScore
ISS Environmental and Social QualityScore is a decile-based score that provides a measure of a company’s environmental and social practices as well as the quality of disclosure around these practices. A score of 1 places the company in the 1st decile of the industry, indicating relatively higher quality disclosure and transparency.
AXA received a score of 1 for both the Environmental and Social dimensions.
| Dimensions | 2019 Score | 2018 Score |
|---|---|---|
| Environmental | 1 | 1 |
| Social | 1 | 1 |
Archives Oekom
| 2018 | 2017 | 2016 | 2013 | 2012 | 2009 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|
| AXA rating | C+ "Prime" | C+ "Prime" | C "Prime" | C "Prime" | C "Prime" | C+ "Prime" | C "Prime" | C "Prime" |
| Social rating | C+ | C+ | C "medium" | C "medium" | C "medium" | C+ | C "medium" | C "medium" |
| Environmental rating | C+ | C+ | C "medium" | C+ | C "medium" | C+ | C "medium" | C "medium" |
Principles for Responsible Investment (PRI)
The United Nations-supported Principles for Responsible Investment (PRI) Initiative is an international network of investors working together to put the six Principles for Responsible Investment into practice. Its goal is to understand the implications of sustainability for investors and support signatories to incorporate these issues into their investment decision making and ownership practices.
In 2020, AXA was rated A+ for Strategy and Governance by the United Nations’ Principles for Responsible Investment (PRI), a rating it has held every year since 2015. AXA Group is also a member of the UN PRI’s Leaders Group for demonstrating excellence in responsible investment practices.
AODP
The AODP Global Climate Insurance Index rates and ranks the world’s largest insurance companies on their response to climate-related risks and opportunities and evaluate the level of integration of these risks and opportunities in investment and underwriting activities.
| 2018 | 2017 | |
|---|---|---|
| Rating | AAA | AA |
| Rank | 1 | 2 |
* Disclaimer statement
The use by AXA of any MSCI ESG research llc or its affiliates (MSCI
) data, and the use of msci logos, trademarks, service marks or index names herein, do not constitute a sponsorship, endorsement, recommendation, or promotion of AXA by MSCI. MSCI services and data are the property of MSCI or its information providers, and are provided ‘as-is’ and without warranty. MSCI names and logos are trademarks or service marks of MSCI.