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. There are advantages and risks when investing in securities.

Our responsibility

Please note the legal notes for the funds at the end of this page.

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 ESGenius®-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 ESGenius®-Rating

At the core of our responsibility approach is the Erste AM ESGenius®-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 ESGenius®-rating.

Our strengths

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

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. Please note that there are advantages and risks when investing in securities.

ERSTE RESPONSIBLE BOND EM CORPORATE

Emerging markets such as China, India and Brazil are beginning to focus increasingly on sustainability. 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 and with interesting dividend yields.

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 good 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.

Disclaimer and legal notes

ERSTE RESPONSIBLE STOCK AMERICA

ERSTE RESPONSIBLE STOCK EUROPE

ERSTE RESPONSIBLE STOCK GLOBAL

ERSTE RESPONSIBLE STOCK DIVIDEND

ERSTE FAIR INVEST

ERSTE GREEN INVEST

ERSTE GREEN INVEST MIX

ERSTE RESPONSIBLE BOND MÜNDEL

ERSTE WWF STOCK ENVIRONMENT

ERSTE ETHIK ANLEIHEN

ERSTE ETHIK AKTIEN GLOBAL

ERSTE RESPONSIBLE BOND

ERSTE RESPONSIBLE BOND EURO CORPORATE

ERSTE RESPONSIBLE BOND EM CORPORATE

ERSTE RESPONSIBLE BOND GLOBAL IMPACT

ERSTE RESPONSIBLE BOND GLOBAL HIGH YIELD

ERSTE RESPONSIBLE RESERVE

ERSTE RESPONSIBLE MICROFINANCE

ERSTE RESPONSIBLE STOCK JAPAN

YOU INVEST FLEXIBLE progressive

YOU INVEST FLEXIBLE active

YOU INVEST FLEXIBLE balanced

YOU INVEST FLEXIBLE Portfolio 30

YOU INVEST FLEXIBLE Portfolio 50

Wichtige rechtliche Hinweise

Hierbei handelt es sich um eine Werbemitteilung. Bitte lesen Sie den Prospekt des OGAW-Fonds oder „Informationen für Anleger gemäß § 21 AIFMG“ des Alternative Investment Fonds und das Basisinformationsblatt (BIB), bevor Sie eine endgültige Anlageentscheidung treffen.

Sofern nicht anders angegeben, Datenquelle Erste Asset Management GmbH. Unsere Kommunikationssprachen sind Deutsch und Englisch.

Der Prospekt für OGAW-Fonds (sowie dessen allfällige Änderungen) wird entsprechend den Bestimmungen des InvFG 2011 idgF erstellt und veröffentlicht. Für die von der Erste Asset Management GmbH verwalteten Alternative Investment Fonds (AIF) werden entsprechend den Bestimmungen des AIFMG iVm InvFG 2011 „Informationen für Anleger gemäß § 21 AIFMG“ erstellt. Der Prospekt, die „Informationen für Anleger gemäß § 21 AIFMG“ sowie das Basisinformationsblatt sind in der jeweils aktuell gültigen Fassung auf der Homepage www.erste-am.com jeweils in der Rubrik Pflichtveröffentlichungen abrufbar und stehen dem/der interessierten Anleger:in kostenlos am Sitz der Verwaltungsgesellschaft sowie am Sitz der Depotbank zur Verfügung. Das genaue Datum der jeweils letzten Veröffentlichung des Prospekts, die Sprachen, in denen das Basisinformationsblatt erhältlich ist, sowie allfällige weitere Abholstellen der Dokumente, sind auf der Homepage www.erste-am.com ersichtlich. Eine Zusammenfassung der Anlegerrechte ist in deutscher und englischer Sprache auf der Homepage www.erste-am.com/investor-rights abrufbar sowie bei der Verwaltungsgesellschaft erhältlich.

Die Verwaltungsgesellschaft kann beschließen, die Vorkehrungen, die sie für den Vertrieb von Anteilscheinen im Ausland getroffen hat, unter Berücksichtigung der regulatorischen Vorgaben wieder aufzuheben.

Umfassende Informationen zu den mit der Veranlagung möglicherweise verbundenen Risiken sind dem Prospekt bzw. „Informationen für Anleger gemäß § 21 AIFMG“ des jeweiligen Fonds zu entnehmen. Ist die Fondswährung eine andere Währung als die Heimatwährung des/der Anleger:in, so können Änderungen des entsprechenden Wechselkurses den Wert der Anlage sowie die Höhe der im Fonds anfallenden Kosten - umgerechnet in die Heimatwährung - positiv oder negativ beeinflussen.

Unsere Analysen und Schlussfolgerungen sind genereller Natur und berücksichtigen nicht die individuellen Bedürfnisse unserer Anleger:innen hinsichtlich des Ertrags, steuerlicher Situation oder Risikobereitschaft. Die Wertentwicklung der Vergangenheit lässt keine verlässlichen Rückschlüsse auf die zukünftige Entwicklung eines Fonds zu. 

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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