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.”
Please follow the link to our sustainability newsletter: The ESG-Letter
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.
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.
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Disclaimer
This document is an advertisement. 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 Amtsblatt zur Wiener Zeitung in accordance with the provisions of the InvFG 2011 in the currently amended version. Information for Investors pursuant to § 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 § 21 AIFMG, and the key investor document/KID can be viewed in their latest versions at the web site www.erste-am.com 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 investor document is available, and any additional locations where the documents can be obtained can be viewed on the web site www.erste-am.com.
This document serves as additional information for our investors and is based on the knowledge of the staff 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 investments in securities entail risks in addition to the opportunities presented here. The value of shares and their earnings can rise and fall. Changes in exchange rates can also have a positive or negative effect on the value of an investment. For this reason, you may receive less than your originally invested amount when you redeem your shares. Persons who are interested in purchasing shares in investment funds are advised to read the current fund prospectus(es) and the Information for Investors pursuant to § 21 AIFMG, especially the risk notices they contain, before making an investment decision.
Please consult the corresponding information in the fund prospectus and the Information for Investors pursuant to § 21 AIFMG for restrictions on the sale of fund shares to American citizens. Misprints and errors excepted.