In order to guarantee the high quality of our sustainable investment process and expand our market leadership, we cooperate closely with a number of partners that specialise in sustainability. We complement our in-house research with an external perspective, achieve a higher degree of objectivity, and thus increase the effectiveness of our engagement. To us, sustainability is a process that has to be continuously developed. We are therefore also members in a number of forums and associations that promote and research sustainability.
Certifications of our responsible funds
Transparency information of our responsible funds
FNG Sustainability Profiles
Austrian Ecolabel
The Austrian Ecolabel verifies sustainable financial products regarding environmental and ethical/social aspects. Selection criteria are well defined and verified by external auditors. Funds awarded with the Austrian Ecolabel provide the required information according to the transparency guidelines of the European Sustainable and Responsible Investment Forum.
FNG Label
The FNG Label is the quality standard for sustainable investments in German-speaking countries.
Holding of funds with Responsible Investment Labels
Cooperations
ESG Plus - Research partner
ESG Plus evaluates the sustainability of companies and states according to criteria of well-known organizations such as the WWF and the Federal Environment Agency. In addition, the impacts of theme funds are calculated.
Sustainalytics – engagement partner
On behalf of Erste Asset Management and other investors, Sustainalytics communicates with companies in order to highlight sustainability issues and to promote sustainability in these companies.
ISS – voting partner
ISS (Institutional Shareholder Services) bundles all documents of Annual General Meetings and extraordinary shareholder meetings for Erste Asset Management. In this area the company is market leader.
ISS ESG - ESG-Research Partner
ISS ESG, the Responsible Investment division of Institutional Shareholder Services Inc., is one the world’s leading providers of environmental, social, and governance solutions for asset owners, asset managers, hedge funds, and asset servicing providers. Amongst other responsible investment solutions, ISS ESG also provides corporate and country ESG research and ratings and supports its clients to identify material social and environmental risks and opportunities including through advisory services. For more information, visit:
MSCI - ESG-Research partner
MSCI ESG provides insights into ESG risks and opportunities of companies and countries.
PRI
The Principles for Responsible Investment (PRI) of the United Nations form the basis of sustainable investment at Erste Asset Management. As signatory of said PRI, Erste Asset Management adheres to the following six principles in its investment policy:
1. We will incorporate ESG issues into investment analysis and decision-making processes.
2. We will be active owners and incorporate ESG issues into our ownership policies and practices.
3. We will seek appropriate disclosure on ESG issues by the entities in which we invest.
4. We will promote acceptance and implementation of the Principles within the investment industry.
5. We will work together to enhance our effectiveness in implementing the Principles.
6. We will each report on our activities and progress towards implementing the Principles.
Disclaimer and legal notes
ERSTE WWF STOCK ENVIRONMENT
ERSTE RESPONSIBLE STOCK GLOBAL
ERSTE RESPONSIBLE STOCK AMERICA
ERSTE RESPONSIBLE MICROFINANCE
ERSTE RESPONSIBLE BOND EM CORPORATE
ERSTE RESPONSIBLE BOND EURO CORPORATE
ERSTE RESPONSIBLE BOND
ERSTE RESPONSIBLE RESERVE
GreenStars Balanced
GreenStars Global Equities
GreenStars Moderate
GreenStars Opportunities
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.