Cooperation and awards

To ensure the high quality of our sustainable investment processes and to strengthen our market leadership, we cooperate closely with a number of partners that specialise in sustainability. We complement our internal research with an external perspective, gain impartiality, and thus increase the impact of our engagement. To us, sustainability is a process that has to be developed on an ongoing basis. Therefore, we are members of a range of forums and associations that promote and research sustainability.

Certifications of our Responsible funds

Please see the risk notes at the end of this page.    
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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-Siegel

The FNG-Siegel is the quality standard for sustainable investments in German-speaking countries.

Novethic SRI Label

The Novethic SRI Label is awarded to responsible funds that pursue a systematic management approach on the premise of ESG criteria.

List of funds with Responsible Investment Labels

Transparency

Transparency code

In accordance with the European SRI Transparency Code we publish accurate and up-to-date information on our RESPONSIBLE funds.


ERSTE ETHIK AKTIEN GLOBAL
ERSTE RESPONSIBLE BOND
ERSTE RESPONSIBLE BOND EMERGING CORPORATE
ERSTE RESPONSIBLE BOND EURO CORPORATE
ERSTE RESPONSIBLE BOND GLOBAL IMPACT
ERSTE RESPONSIBLE RESERVE
ERSTE RESPONSIBLE STOCK AMERICA
ERSTE RESPONSIBLE STOCK DIVIDEND
ERSTE RESPONSIBLE STOCK EUROPE
ERSTE RESPONSIBLE STOCK GLOBAL
ERSTE WWF STOCK ENVIRONMENT

 

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.

GES – engagement partner

On behalf of Erste Asset Management and other investors, GES 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.

MSCI ESG – Research partner

MSCI ESG analyses the risk factors of companies with regard to sustainability.

oekom research AG – Research partner

oekom 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.

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.

WWF_partnership_tab

WWF funds

The ERSTE WWF funds comply with the ecological and social requirements of the future.

 

ERSTE RESPONSIBLE RETURN - The ESG Letter

Our responsibility magazine ERSTE RESPONSIBLE RETURN - The ESG Letter discusses topics that are both controversial and up-to-date and informs about our responsible funds.

 

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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.