Multi Asset Management

Making investments projectable.

Erste Asset Management helps investors to make the result of, i.e. return on, their investment projectable – even in markets that are repeatedly driven by external events. The different asset classes have individual risk/return profiles and change their features over time. Inefficient markets tend to trigger both overshooting and undershooting that can be exploited in a targeted fashion. We resort to our asset allocation solutions to adjust the portfolios of our clients dynamically so as to invest their assets in a return- and risk-optimised way throughout all market phases.

Our approach

We offer the active management of clients’ assets on the basis of global tactical asset allocation (GTAA). In doing so we rely on a structured, model-based investment process whose results we implement via an fund of fund concept. Thus we also offer our solutions for low investment volumes. Our long-term strategic asset allocation forms the basis for optimising the tactical allocation of the client portfolio.

Our strengths

  • Efficient portfolio management
  • Consistent allocation decisions
  • Qualitative component with simultaneous avoidance of emotional distortions
  • The fund of funds concept enables implementation even for smaller volumes

"In a world where the markets are subjected to fluctuations on an ever-growing scale, the selection of the right asset class at the right time is the ultimate achievement in asset management.”

Alexander Lechner, Head of Multi Asset Management

Our products

We develop solutions that are tailor-made for the risk/return goals of our clients. Via our ESG filter we can take your individual responsibility criteria into account. Our processes offer the utmost degree of transparency and are therefore suitable for the implementation of long-term investment concepts. Our product portfolio consists of strategies in three areas:

YOU INVEST GREEN Portfolio 30

The fund is an active return fund that invests 0%–30% in equities and 60%–100% in bond funds. The global tactical asset allocation is intended to optimise risk and returns. Up to 10% are invested in UCITS funds with alternative investment strategies and real estate equity funds to complement traditional asset classes.

Please see the legal risk notes at the end of this page.

YOU INVEST GREEN Portfolio 50

The fund pursues an active return investment approach. The fund invests primarily in equity funds (0% - 50%) and bond funds (40% - 100%). Furthermore, the fund can invest up to 10% in UCITS compliant funds with alternative investment strategies as well as real estate equity funds to complement traditional asset classes. The tactical asset allocation serves to optimise risk and return.

Please see the legal risk notes at the end of this page.

Disclaimer and legal notes

YOU INVEST GREEN Portfolio 30

YOU INVEST GREEN Portfolio 50

Disclaimer

This document is an advertisement. Please refer to the prospectus of the UCITS or to the Information for Investors pursuant to Art 21 AIFMG of the alternative investment fund and the Key Information Document before making any final investment decisions. Unless indicated otherwise, source: Erste Asset Management GmbH. Our languages of communication are German and English.

The prospectus for UCITS (including any amendments) is published in accordance with the provisions of the InvFG 2011 in the currently amended version. Information for Investors pursuant to Art  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 Art  21 AIFMG, and the Key Information Document can be viewed in their latest versions at the website 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 Information Document is available, and any additional locations where the documents can be obtained can be viewed on the website 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.

Detailed information on the risks potentially associated with the investment can be found in the fund prospectus or Information for investors pursuant to Art 21 AIFMG of the respective fund. 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.

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. 

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