Impact

Direct impact on the environment and society.

Make an impact on environment & society with your investments

Impact investing is a specialized investment strategy that focuses on various ecological or social priorities. These strategies aim to promote social and environmental progress. The impact of these investments is made transparent and reported on regularly.

These investment funds comply with Article 9 of the European Union’s Sustainable Finance Disclosure Regulation (SFDR). Please note that investing in securities involves risks in addition to the opportunities described.

ESGenius® – 
the centrepiece of our sustainability approach

The ESG analysis is the most important part of our sustainability concept. For this, we use the ESGenius® rating model. With the ESGenius® Score, we assess companies based on their sustainability performance.

This allows us to identify:

  • Companies with high ESG risk
  • Companies that are not among the most sustainable in their sector

Through this sustainable approach, we exclude certain companies from our investments.

More information about the score

ESGenius® – 
the centrepiece of our sustainability approach

The ESG analysis is the most important part of our sustainability concept. For this, we use the ESGenius® rating model. With the ESGenius® Score, we assess companies based on their sustainability performance.

This allows us to identify:

  • Companies with high ESG risk
  • Companies that are not among the most sustainable in their sector

Through this sustainable approach, we exclude certain companies from our investments.

More information about the score

Erste AM ESGenius® Score

The analysis examines key ESG risks, which are assessed using statistical methods. Based on this, the Responsible Investments team at Erste AM develops the Erste AM ESGenius® Score. This score serves as a sustainability rating for companies. Each company receives a rating between 0 and 100.

ERSTE FAIR INVEST

ERSTE FAIR INVEST focuses on the social issues of sustainability and aims to invest in well-managed companies that make an active contribution to the positive development of society with their products and services. The focus of the fund is divided into three central areas:

  • Labor: for example fair working conditions and remuneration
  • Health & well-being: for example lifestyle and leisure
  • Society: for example access to education and financial inclusion

Global equity fund with a focus on social impact

Important legal notice

ERSTE WWF STOCK ENVIRONMENT

With ERSTE WWF STOCK ENVIRONMENT, you choose a fund that invests globally in companies whose products and services are focused on sustainability. The fund emphasizes renewable energy and energy efficiency, water treatment and supply, recycling and waste management, as well as sustainable mobility.

Water scarcity, increasing waste volumes, and clean energy are key issues. Demand for solutions in these areas is growing due to the climate crisis and the loss of biodiversity. This drives the growth of these companies.

The collaboration between Erste Asset Management and WWF enables a sustainable investment strategy. An independent environmental advisory board from WWF Austria supports this strategy.

Global equity fund in the environmental technology sector

Important legal notice

ERSTE GREEN INVEST

ERSTE GREEN INVEST is an equity fund that focuses on companies in the field of environmental technologies. The fund has five key areas: energy, water, waste & recycling, transformation, and adaptation. The portfolio includes companies from various sectors, such as water treatment, waste management, and producers of renewable energy.

The fund invests in essential technologies in the fight against climate change. Traditional energy- and environmentally intensive industries also need to change. Therefore, the fund also invests in companies that make environmentally harmful processes more sustainable.

Global equity fund in the environmental technology sector

Important legal notice

ERSTE RESPONSIBLE MICROFINANCE

ERSTE RESPONSIBLE MICROFINANCE is a fund of funds. It invests in microfinance funds, bonds linked to microfinance instruments, and microfinance-related funds. Up to 10 percent is invested in shares of companies and microfinance institutions. Foreign currencies are usually hedged. When selecting investments, a positive impact on society and the environment is a key criterion.

Microfinance means providing financial services to people who otherwise have no access to them. Microfinance gives individuals the opportunity for a better life. A microloan, for example, can be used for a market stall, a sewing machine, or a plot of land for cultivation.

Fund of funds for microfinance investments

Important legal notice

ERSTE RESPONSIBLE BOND
GLOBAL IMPACT

ERSTE RESPONSIBLE BOND GLOBAL IMPACT is a global bond fund. It invests in Green Bonds, Climate Awareness Bonds, and Social Bonds. The fund purchases sustainable securities, selected through a structured screening process. The goal is to achieve a measurable positive impact on the environment or society. This impact is a key factor in the investment selection process.

The fund invests in:

  • Government bonds
  • Bonds issued by public and international institutions
  • Corporate bonds
  • Bonds from financial service providers
  • Covered bonds
  • Sustainable bond issuances

Global bond fund based on ecological, social and ethical criteria.

Important legal notice

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. 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 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  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 Information 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.

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.

The issue and redemption of unit certificates and the execution of payments to unit holders has been transferred to the Fund's custodian bank/depositary, Erste Group Bank AG, Am Belvedere 1, 1100 Vienna, Austria. Redemption requests can be submitted by investors to their custodian bank, which will forward them to the Custodian Bank/Depositary of the Fund for execution via the usual banking channels. All payments to investors are also processed via the usual banking clearing channel with the investor's custodian bank. In Germany, the issue and return prices of shares are published in electronic form on the web site www.erste-am.com (and also at www.fundinfo.com). Any other information for Shareholders is published in the Bundesanzeiger, Cologne.