AXA IM appoints new portfolio manager focusing on thematics
- 14 October 2024
AXA Investment Managers (AXA IM) has appointed Megan Brennan as portfolio manager in its Thematic Equity team, effective immediately. Megan is based in London and reports to Tom Riley, Head of Global Thematic Strategies for AXA IM Core.
Megan joins from Sarasin & Partners LLP, where she spent 7 years as a portfolio manager and analyst on thematic equity and multi-asset funds. Her appointment bolsters a team whose franchise has been successfully growing over the past few years. Megan will work alongside Tom and portfolio manager Gregg Bridger, and will co-manage some of AXA IM’s global thematic strategies.
Commenting on the appointment, Tom Riley, Head of Global Thematic Strategies for AXA IM Core, said: “Megan’s appointment is a fantastic addition to the long-standing credentials of our Thematic Equity team. She has strong experience in running global thematic portfolios, as well as detailed fundamental analysis, and understanding disruptive and changing themes. She brings an investment mindset that is aligned with AXA IM’s fundamental investment process and philosophy, and we are confident she will help us further refine the investment process.”
AXA IM has a long history and heritage of running sector funds with its Global Technology, Healthcare and Biotech UK Unit Trusts. In 2015, AXA IM leveraged this expertise to launch its Thematic range of funds in 2015 with a Robotics strategy. Since then, AXA IM has developed a range of unique and innovative strategies and that have attracted a broad array of clients worldwide. Today, the thematic range encompasses 8 main strategies, with circa $9 billion of assets under management.
Biography
Megan began her career in 2012 at private bank and wealth manager, Coutts & Co. Having completed the graduate training scheme she was promoted to assistant fund manager, gaining experience in portfolio construction.
In 2017 she moved to Sarasin & Partners LLP, where she held the position of portfolio manager and analyst for a range of equity and multi-asset funds. In 2022, in recognition of her work, she was named one of Financial News’ Rising Stars of Fund Management and earned a spot in the PAM Top 40 under 40s.
Following seven years at Sarasin, she joined AXA Investment Managers’ equity team as a portfolio manager in Global Thematics. She attended Trinity College Dublin, graduating with a 2.1 in Business, Economics and Social Studies and is a CFA Charter holder.
About AXA Investment Managers
AXA Investment Managers (AXA IM) is a leading global asset manager offering a diverse range of global investment opportunities in both alternative and traditional asset classes. Through our products we aim to diversify and grow portfolios, while delivering long-term investment performance and value for clients.
AXA IM manages approximately €859 billion in assets*, and has €480 billion of ESG-integrated, sustainable or impact assets**. Our purpose is to act for human progress by investing for what matters. As a responsible asset manager, we are committed to integrating ESG principles across our business, from stock selection to our corporate actions and culture.
Part of the AXA Group, a worldwide leader in insurance and asset management, AXA IM employs over 2,800 employees and operates from 23 offices in 18 countries globally**.
*As at the end of June 2024, including non-consolidated entities.
** As at the end of December 2023.
Visit our website: www.axa-im.com
Follow us on LinkedIn
Visit our media centre: https://www.axa-im.com/media-centre
Disclaimer
This press release should not be regarded as an offer, solicitation, invitation or recommendation to subscribe for any investment service or product and is provided for information purposes only. No financial decisions should be made on the basis of information provided.
This document is for informational purposes only and does not constitute investment research or financial analysis relating to transactions in financial instruments as per MIF Directive (2014/65/EU), nor does it constitute on the part of AXA Investment Managers or its affiliated companies an offer to buy or sell any investments, products or services, and should not be considered as solicitation or investment, legal or tax advice, a recommendation for an investment strategy or a personalized recommendation to buy or sell securities.
Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 22 Bishopsgate London EC2N 4BQ
In other jurisdictions, this document is issued by AXA Investment Managers SA’s affiliates in those countries.
Risk Warning
The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested.