Integration

We consciously take sustainability aspects into account when selecting funds.

Integrate ESG criteria into the investment process

Integration means that ESG criteria are included in the investment process. These criteria include:

  • Environmental
  • Social
  • Corporate governance

This can have a positive financial impact. Companies with a high ESG risk are excluded. Analysts recognise investments with ESG characteristics that offer economic advantages. They recommend these investments.

Integration funds comply with Article 8 of the Disclosure Regulation of the European Union. Please note that investments in securities entail risks in addition to the opportunities presented here. 

ESGenius® – 
the centrepiece of our sustainability approach

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

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 investments.

Read ESGenius-Letter

ESGenius® – 
the centrepiece of our sustainability approach

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

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 investments.

Read ESGenius-Letter

Erste AM ESGenius® Score

The analysis examines key ESG risks. These risks are assessed using statistical methods. The Responsible Investments Team at Erste AM uses this to create the Erste AM ESGenius® Score. This score is a sustainability rating for companies. Each company receives a rating between 0 and 100.

Exclusion criteria (excerpt)

* see column ESG Integration Standard

  • Violation of UN Global Compact
  • Coal mining
  • Coal-based energy generation
  • Violation of Human Rights
  • Authoritarian Regimes
  • Manufacturers of weapons
  • Tobacco
  • Soft-Commodity speculation

We follow our values

Erste Asset Management follows principles and guidelines to create a solid foundation for a sustainable investment approach. This includes close cooperation with partners who specialize in sustainability, which is an important component.

Integration funds

In our individual security selection, we take sustainability aspects into account that go beyond the company-wide ESG minimum standards.

Important information: Please note the disclaimer and legal notes at the bottom of each fund page. Further information and documents, as well as important legal information on the respective fund, in particular specific information on funds managed by other management companies, can be obtained by clicking on the fund name in the fund overview above.

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. 

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