Institutional Shareholder Services Germany AG – Research partner
Institutional Shareholder Services Germany AG assesses regularly and on the basis of more than 100 parameters the sustainability of more than 3,800 companies worldwide (as of 2017). The Research agency focuses on big, listed companies, listed companies with a strong connection to the issue of sustainability, and the unlisted issuers of bonds.
Erste Asset Management does not only cooperate with special investment institutions, but also with internationally or globally operating investment banks. We have access to world-renowned reseachers and to external sector and country specialists for special research reports (e.g. emerging markets, pharmaceuticals, etc.).
In portfolio management we do not claim to hold specific knowledge available in-house for every category. Especially for niche or special strategies such as for example Japanese equities or special high-yield segments, we like to resort to the know-how of external asset managers and partners.
At the moment we cooperate intensively with the following houses:
Invesco – the Erste Asset Management partner for quantitative equity strategies
With assets under management of more than USD 859bn worldwide, more than 740 investment experts, and an operating network spanning more than 20 countries, Invesco is one of the biggest independent asset management companies worldwide. The company is based in Atlanta, USA. Invesco is listed at the New York Stock Exchange and is in the S&P 500 index. (All Invesco data as of 31 May 2017)
The teams pursue clearly defined investment philosophies and are subject to the consistent management of risk and quality. Invesco’s broad range of products covers all important equity and bond markets as well as alternative asset classes both on a regional and on a global scale.
Prudential – the Erste Asset Management partner for US high-yield bonds
With about 48,500 employees and assets under management of more than USD 1.07 trillion (as of March 2017), Prudential Financial, Inc. is one of the biggest financial service companies worldwide. The company, based in Newark, New Jersey, has a history of more than 135 years and advises clients with asset management and insurance services in Europe, Asia, Latin America, and the USA.