Responsible investment

Investments for a better world.

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). 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.

Our responsibility

Our 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.

The Erste AM ESG-Rating

At the core of our responsibility approach is the Erste AM ESG-rating. It consists of all investable companies and countries. By combining our internal research with the expertise of external partners we compile an individual ranking for Environmental, Social, and Corporate Governance criteria (ESG). The weighted integration of the three categories generates the final Erste AM ESG-rating.

Our Exclusion Criteria for the Responsible Funds

Since 2013, Erste Asset Management has committed itself to refrain from investing in food in all the investment funds it manages and from investing in derivatives.

1According to Erste AM Controversial Weapons Policy
2According to Erste AM Coal Divestment Policy
3According to Erste AM Soft-Commodity Speculation Policy

Our strengths

  • Years of experience and mature selection and investment process
  • Numerous international awards
  • Quality verified by external certificates

 

ERSTE RESPONSIBLE RETURN - The ESGenius Letter

Our responsibility magazine ERSTE RESPONSIBLE RETURN - The ESGenius Letter discusses topics that are both controversial and up-to-date and informs about our responsible funds.

 

Read the latest edition

Our products

Erste Asset Management offers responsible equity and bond funds and is pioneer in this category in Austria. Our solutions are available both for individual asset classes and for multi-asset client mandates. We develop individual responsibility filters in order to fulfil our clients’ requirements to the best of our abilities.

ERSTE RESPONSIBLE BOND EM CORPORATE

Emerging markets such as China, India and Brazil are beginning to focus increasingly on sustainability for ensuring future growth of their national economies. Consequently, ESG criteria are gaining importance for companies in these countries. The ERSTE RESPONSIBLE BOND EM CORPORATE invests primarily in corporate bonds of companies in emerging markets and uses our comprehensive sustainability approach.

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

ERSTE RESPONSIBLE STOCK GLOBAL

The ERSTE RESPONSIBLE STOCK GLOBAL fund is an actively managed equity fund that invests globally according to ethically sustainable criteria. Our integrative management approach encompasses all major methods of sustainability analysis. Currency risks are not hedged.

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

ERSTE RESPONSIBLE STOCK DIVIDEND

ERSTE RESPONSIBLE STOCK DIVIDEND is a sustainability equity fund with a focus on dividend that invests worldwide. The fund focuses on large-cap to mid-cap shares of companies, with attractive dividend yields and comparably low price fluctuations in the past.

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

ERSTE RESPONSIBLE STOCK EUROPE

The ERSTE RESPONSIBLE STOCK EUROPE fund is an actively managed equity fund that invests according to ethically sustainable criteria across Europe. Our integrative management approach encompasses all major methods of sustainability analysis. Currency risk is not hedged.

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

ERSTE RESPONSIBLE RESERVE

The ERSTE RESPONSIBLE RESERVE fund is a near-money-market fund with a responsible investment strategy that invests primarily in short-dated bonds, money market instruments, Pfandbriefe from financial institutions, governments, supranational issuers, and companies; their credit ratings range from AAA to BBB. The fund invests solely in issuers that facilitate socially and environmentally friendly production processes.

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

ERSTE RESPONSIBLE BOND GLOBAL IMPACT

ERSTE RESPONSIBLE BOND GLOBAL IMPACT is is a global bond fund that invests in green bonds, climate awareness bonds and certified social bonds. Only those securities are purchased that are classified as sustainable on the basis of a pre-defined selection process by the management company.

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

ERSTE RESPONSIBLE BOND EURO CORPORATE

The ERSTE RESPONSIBLE BOND EURO CORPORATE fund invests primarily in euro-denominated corporate bonds of European issuers with excellent to average credit ratings. Its investment universe is based on ethical-sustainable factors.

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

ERSTE RESPONSIBLE BOND

The ERSTE RESPONSIBLE BOND fund is a euro bond fund whose investment universe is defined according to ethically sustainable criteria. The fund invests in government bonds, public sector/supranational issuers, corporate bonds, in bonds of financial service providers, in Pfandbriefe and in special sustainable bond issues.

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

European Transparency Logo for Sustainable Investment Funds (EUROSIF)

The European Transparency Logo for Sustainable Investment Funds is awarded by the European Sustainable Investment Forum (EUROSIF). The awardees, among them ERSTE ASSET MANAGEMENT, undertake to follow the European transparency guidelines for sustainable investment funds. They have to provide the public with sufficient and specific information on their investment criteria and their research.

Disclaimer and legal notes

ERSTE WWF STOCK ENVIRONMENT

ERSTE RESPONSIBLE RESERVE

ERSTE RESPONSIBLE BOND EM CORPORATE

ERSTE RESPONSIBLE BOND EURO CORPORATE

ERSTE RESPONSIBLE BOND GLOBAL IMPACT

ERSTE RESPONSIBLE BOND

ERSTE RESPONSIBLE STOCK DIVIDEND

ERSTE RESPONSIBLE STOCK EUROPE

ERSTE RESPONSIBLE STOCK GLOBAL

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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