RESPONSIBLE INVESTING

Strict selection criteria for the best companies in each industry
Funds comply with Article 8 of the Disclosure Regulation

RESPONSIBLE INVESTING

Strict selection criteria from all perspectives of sustainability

Ecological, social and corporate governance data (the technical term is ESG, environmental, social and governance) are incorporated into an ESG rating system created specifically for this purpose. The rating forms the basis for the evaluation of companies.

An additional best-in-class approach ensures that the most sustainable companies in each industry are selected.

Responsible investments have a long tradition at Erste Asset Management: back in 2001 we launched our first responsibility fund, i.e. ERSTE WWF STOCK ENVIRONMENT (former ESPA STOCK UMWELT). Nowadays we manage assets worth about EUR 15.10bn in this segment – in a vast array of strategies and with excellent track record August 2022. Our responsible investment team addresses current topics together with leading partners and drives the development in the field of responsible investment in a targeted fashion. We as company assume responsibility beyond our responsible range of funds: for example, we exclude companies that do business in banned weapons from all our investment strategies.

EU Sustainability Disclosure

OUR KNOW-HOW

Our Responsible Funds

Our Investment Approach

The principle of responsibility is deeply rooted within our investment process. We bundle the most important responsible investment styles to one unique proprietary approach, with our in-house-developed Erste AM-ESG rating at its core. We work closely with leading rating agencies and thus offer strategies that adapt to the individual needs of our clients.

Principle of responsibility

BEST-IN-CLASS APPROACH

Everything about our selection process and requirements for companies.

 

CARBON FOOTPRINT

For the calculation of carbon emissions and detailed evaluations.

 

WATER FOOTPRINT

To take water risks into account when selecting securities.

 

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Disclaimer

This document is an advertisement. All data is sourced from Erste Asset Management GmbH, unless indicated otherwise. Our languages of communication are German and English.

The prospectus for UCITS (including any amendments) is published in Amtsblatt zur Wiener Zeitung in accordance with the provisions of the InvFG 2011 in the currently amended version. Information for Investors pursuant to § 21 AIFMG is prepared for the alternative investment funds (AIF) administered by Erste Asset Management GmbH, pursuant to the provisions of the AIFMG in connection with the InvFG 2011.

The fund prospectus, Information for Investors pursuant to § 21 AIFMG, and the key investor document/KID can be viewed in their latest versions at the  web site www.erste-am.com within the section mandatory publications  or obtained in their latest versions free of charge from the domicile of the management company and the domicile of the custodian bank. The exact date of the most recent publication of the fund prospectus, the languages in which the key investor document is available, and any additional locations where the documents can be obtained can be viewed on the web site www.erste-am.com. A summary of investor rights is available in German and English on the website www.erste-am.com/investor-rights as well as at the domicile of the management company.

The management company can decide to revoke the arrangements it has made for the distribution of unit certificates abroad, taking into account the regulatory requirements.

This document serves as additional information for our investors and is based on the knowledge of the staff responsible for preparing it at the time of preparation. Our analyses and conclusions are general in nature and do not take into account the individual needs of our investors in terms of earnings, taxation, and risk appetite. Past performance is not a reliable indicator of the future performance of a fund. Please note that investments in securities entail risks in addition to the opportunities presented here. The value of shares and their earnings can rise and fall. Changes in exchange rates can also have a positive or negative effect on the value of an investment. For this reason, you may receive less than your originally invested amount when you redeem your shares. Persons who are interested in purchasing shares in investment funds are advised to read the current fund prospectus(es) and the Information for Investors pursuant to § 21 AIFMG, especially the risk notices they contain, before making an investment decision. If the fund currency is a currency other than the investor's home currency, changes in the corresponding exchange rate may have a positive or negative impact on the value of his investment and the amount of the costs incurred in the fund - converted into his home currency.

Please consult the corresponding information in the fund prospectus and the Information for Investors pursuant to § 21 AIFMG for restrictions on the sale of fund shares to American citizens. Misprints and errors excepted.