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OUR SERVICES

AXYLIA'S VALUES

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Axylia's pioneering role in responsible finance enables it to offer its clients cutting-edge and innovative expertise. 

 

Our fully personalised support is based on three main steps, which, depending on the needs, can be implemented independently :

01

Analysis, diagnosis of portfolios and investment strategies

02

Recommendations  operational

03

Operations and portfolio monitoring, gap analysis and rebalancing

ANALYSIS OF THE CUSTOMER'S FINANCIAL AND SOCIETAL LIABILITIES

  • Encryption of financial commitments weighing on the Institution

  • Projection of expenses and income in the future

  • Setting of the financial benchmark

  • Identification of societal commitments

  • Risk analysis

 

PERFORMANCE AND FEES

  • Analysis of mandates and funds

  • Performance analysis

  • Cost analysis 

  • Implementation of performance monitoring and analysis tools

PRODUCTS AND SOLUTIONS

  • Search for the SRI solution most suited to the Institution: exclusion, rating, shareholder engagement

  • Selection of funds and products

  • Launch of calls for bids

    (creation of dedicated funds)

SRI APPROACH

  • Work at  based on the SRI Charter, existing or built for the occasion

  • Identification of the client's societal expectations: excluded elderly people, parity  salary, climate change, disability,  smoking, obesity ...

  • Consistency with the development of a voting policy, the rating

  • Management of dialogue with companies to convey your ideas

  • Production of an annual dialogue report 

PRODUCTS AND SOLUTIONS

  • Portfolio monitoring

  • Financial and SRI reporting

  • Meetings with managers

  • Renegotiation of fees

  • Defense of client interests

VALUABLE CREATION

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In a context of the disappearance of bank remuneration, Axylia gives you access to new, more profitable investment solutions that are fully consistent with your values.

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We have been working for 20 years on behalf of associations and foundations.

We offer investments whose dual vocation is to serve both your financial interests and your societal commitments.  

We can imagine new tailor-made responsible investment solutions, which integrate the values of your investment charter

We favor a practical approach with high added value dashboards to facilitate the decisions of your board of directors.

We favor financial solutions that prioritize the protection of your assets without forgetting to boost the longer-term part.  

We prioritize investment funds to save you time, focus on your strategic choices, pooling and diversification.  

We offer a tool for aggregating the assets deposited with your various banks, for a global view in real time and more relevant decisions.

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Nous proposons des placements dont la double vocation est de servir à la fois vos intérêts financiers et vos engagements sociétaux. 

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Nous pouvons imaginer de nouvelles solutions de placement responsables sur-mesure, qui intègrent les valeurs de votre charte de placement

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Nous privilégions une approche pratique avec des tableaux de bord à forte valeur ajoutée pour faciliter les décisions de votre conseil d’administration.

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Nous favorisons les solutions financières qui privilégient la protection de vos avoirs sans oublier d'en dynamiser la part à plus long terme. 

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Nous retenons en priorité des fonds de placement pour vous apporter gain de temps, concentration sur vos choix stratégiques, mutualisation et diversification. 

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Nous proposons un outil d’agrégation des avoirs déposés auprès de vos différentes banques, pour une vue globale en temps réel et des décisions plus pertinentes.

AREAS OF IMPACT

We carefully select the products that we recommend to our customers.

The selected products can be found in the following areas:

arbre Noir

Low carbon listed equities

Les mains rouges

Microfinance

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Agriculture

Maison en bleu

Low carbon real estate

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OUR PARTNERS

We are proud to work with partners committed to carbon footprint issues and to support their initiatives:  

                                   

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Transition agricole

Gestion de trésorerie bas carbone

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Immobilier de rénovation énergétique 🇫🇷

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Microfinance, fonds d'impact equity

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