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Environment, Social, Governance

When we talk about ESG, we are referring to our three core themes, which form the focus of our sustainable funds. ESG stands for Environment, Social and Governance. These three criteria are taken into account when selecting our funds and integrated into the investment process. Companies with a high ESG risk are excluded.

ESGenius® – 
the centrepiece of our sustainability approach

The ESG analysis using our ESGenius® rating model is the centrepiece of our sustainability approach. The ESGenius® score is used to identify either those companies that have too high ESG risk or those that are not among the most sustainable companies in each sector.

It should be noted that this sustainable orientation can exclude certain companies from the investable universe.

Erste AM ESGenius® Score

The analysis focuses on the relevant ESG risks, which can be assessed using statistical analysis. Based on this data, Erste AM's Responsible Investment Team creates the proprietary Erste AM ESGenius® Score. Each company receives a sustainability rating ranging from 0 to 100.

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.

Sustainable investments

With Impact, Responsible and Integration, we cover the entire range of sustainable investments. These funds comply with Article 8 and Article 9 of the EU Disclosure Regulation. Please note that investing in securities involves risks as well as opportunities.

Impact Funds

Make a direct impact on the environment and the economy with your investments.

Bitte beachten Sie die gesetzlichen Warnhinweise am Ende der Seiten der einzelnen Fonds.

Responsible Funds

Strict selection criteria for ecological and social companies in every industry.

Please note the disclaimer and legal notes at the bottom of the fund page.

Integration Funds

When selecting individual stocks, we take into account sustainability
aspects that go beyond the company-wide minimum ESG standards.

Please note the disclaimer and legal notes at the bottom of the fund page.

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. Unless indicated otherwise, source: Erste Asset Management GmbH. 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 website 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 website 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.