Responsible investing

Gerold Permoser, Chief Sustainable Investment Officer (CSIO)

“According to UN, sustainable or responsible investments are investments that explicitly emphasise the importance of Environmental, Social, and Corporate Governance factors (ESG) and that aim at supporting the functioning and long-term stability of the financial markets. This investment approach postulates that long-term sustainable income depends on stable, well-functioning, and solidly managed companies.”

Our strengths

Grafik Sustainability in practice

Our investment approach

Within the investment department of Erste Asset Management, a team of several experts focuses exclusively on the question of sustainable investments. The investment process of Erste Asset Management follows an integrated approach that includes positive and exclusion criteria, engagement criteria, and the best-in-class method. We call the dialogue that we establish with the companies that we invest in “engagement”. We request information via letters, conference calls, and company visits, and frequently demand improvements. The core of this process is the ESG analysis, which refers to environmental, social, and (corporate) governance aspects.

Responsible funds

Numerous international studies confirm that responsibility and return are not mutually exclusive. The sustainable funds of the Erste Asset Management are subject to stringent regulations concerning the environmental policy, corporate governance and general social responsibility of companies. Our sustainable funds are managed according to a clearly structured investment approach and benefit from long-term trends such as renewable energy.

Nachhaltige Fonds

The responsible use of resources is important to you? Our Responsible Investment team ensures that only those securities that meet stringent sustainable social, and environmentally agreeable criteria make it into the portfolio. Interested?

Impact Analysis

Erste Asset Management attempts to make the social and ecological added value brought by sustainable investments measurable. The measurement results, in turn, affect investment decisions. This is how we try to improve the impact of our actions on a sustainable basis.

This is also why we were the first investment company in Austria to sign the Montréal Carbon Pledge agreement. In doing so, we are committed to measuring and publishing our carbon footprint on an annual basis.

 

ERSTE RESPONSIBLE RETURN - The ESG Letter

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

 

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Disclaimer 

This document is an advertisement. Unless indicated otherwise, data source is Erste Asset Management Ltd. Our languages of communication are Croatian and English.The prospectus (and any amendments to the prospectus) has been published in accordance with the open-end investment funds with a public offering (Official Gazette 44/2016).

The fund prospectus and key information for investors are available to all interested parties free of charge, at the management company as well as in all offices of the Depositary. The exact date of the last publication of the prospectus, languages in which the key information for investors are available, as well as information about other places where these documents are available are published on the website www.erste-am.hr.

This document serves as additional information for our investors and is based on the knowledge of the person 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 historical return is not a reliable indicator of the future development of the fund. Please pay attention to the fact that investment in securities other than described seems to bring about the risks. Share price and yield may rise as well as fall.