Impact investment consulting
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.
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.
We prioritize investment funds to save you time, focus on your strategic choices, pooling and diversification.
We offer investments whose dual purpose is to serve both your financial interests and your social commitments.
We can imagine new tailor-made responsible investment solutions that incorporate the values of your investment charter
We favor a practical approach with high value-added dashboards to facilitate the decisions of your board of directors.
We favor financial solutions that favor the protection of your assets without forgetting to boost the longer-term part.
We offer a tool for aggregating the assets deposited with your various banks, for a global view in real time and more relevant decisions.
Notre accompagnement entièrement personnalisé repose sur trois étapes principales, qui, selon les besoins, peuvent être mises en œuvre indépendamment :
ANALYSIS OF THE CUSTOMER'S FINANCIAL AND SOCIETAL LIABILITIES
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Encryption of financial commitments weighing on the Institution
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Projection of expenses and income in the future
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Setting of the financial benchmark
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Identification of societal commitments
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Risk analysis
PERFORMANCE AND FEES
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Analysis of mandates and funds
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Performance analysis
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Cost analysis
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Implementation of performance monitoring and analysis tools
01
Analysis, diagnosis of portfolios and investment strategies
02
Recommendations operational
PRODUCTS AND SOLUTIONS
Portfolio monitoring
Financial and SRI reporting
Meetings with managers
Renegotiation of fees
Defense of client interests
03
Operations and portfolio monitoring, gap analysis and rebalancing
PRODUCTS AND SOLUTIONS
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Search for the SRI solution most suited to the Institution: exclusion, rating, shareholder engagement
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Selection of funds and products
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Launch of calls for bids
(creation of dedicated funds)
SRI APPROACH
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Work at based on the SRI Charter, existing or built for the occasion
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Identification of the client's societal expectations: excluded elderly people, parity salary, climate change, disability, smoking, obesity ...
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Consistency with the development of a voting policy, the rating
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Management of dialogue with companies to convey your ideas
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Production of an annual dialogue report
We carefully select the products that we recommend to our customers.
The selected products can be found in the following areas:
Low carbon listed equities
microfinance
Make sens of your finances
Invest in products that finance environmental and social transition without sacrificing financial performance. At Axylia, we offer impact solutions aligned with your responsible commitments and financial criteria according to your sensitivity.
MICROFINANCE
Invest in funds that finance the banking inclusion of the most modest and micro entrepreneurs in southern countries
ACTIVITIES AT POSITIVE IMPACT
Invest in funds that finance useful and positive impact activities
LISTED SHARES
Invest in funds which become shareholders of the most resilient in the face of global warming and, benefit stock market liquidity
SUSTAINABLE REAL ESTATE
Invest in funds that finance the energy renovation of residential housing in France
FRENCH AND EUROPEAN SME-ETI
Invest in funds that finance local or larger businesses and promote job creation
FRENCH AND EUROPEAN SME-ETI
Invest in funds that finance local or larger businesses and promote job creation
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