RESPONSIBLE INVESTING

Strict selection criteria for the best companies in each industry
Funds comply with Article 8 of the Disclosure Regulation

RESPONSIBLE INVESTING

Strict selection criteria for the best companies in each industry
Funds comply with Article 8 of the Disclosure Regulation

Strict selection criteria from all perspectives of sustainability

Ecological, social and corporate governance data (the technical term is ESG, environmental, social and governance) are incorporated into an ESG rating system created specifically for this purpose. The rating forms the basis for the evaluation of companies.

An additional best-in-class approach ensures that the most sustainable companies in each industry are selected.

Our Know-How

ESGenius® – 
the centrepiece of our sustainability approach

The ESG analysis using our ESGenius® rating model is the centrepiece of our sustainability approach. With the help of the ESGenius Score®, we can use a best-in-class analysis to identify those companies that do not fulfil our strict responsible criteria and are therefore 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.

Read ESGenius-Letter

ESGenius® – 
the centrepiece of our sustainability approach

The ESG analysis using our ESGenius® rating model is the centrepiece of our sustainability approach. With the help of the ESGenius Score®, we can use a best-in-class analysis to identify those companies that do not fulfil our strict responsible criteria and are therefore 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.

Read ESGenius-Letter

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. The minimum score for responsible funds is 50.

Best-in-Class Approach

Within Erste Asset Management's investment department, a team of several experts deals exclusively with the topic of sustainable investments.

The investment process of Erste Asset Management is a so-called "integrative" approach, consisting of positive and exclusion criteria, engagement and best-in-class. At the heart of this process is the "ESG analysis", which refers to environmental, social and governance issues.

Carbon Footprint

CO2 risks in the mutual funds of Erste AM

Since the first publication of the CO2 emissions associated with the mutual equity funds of Erste Asset Management in 2017, the CO2 risks have been cut continuously. This is on the one hand due company-wide integration of ESG information across the entire fund range. On the other hand, Erste Asset Management decided as early as 2016 not to invest in coal anymore as part of its coal policy.*

*Sources: Bloomberg, MSCI-ESG, Institutional Shareholder Services Germany AG, calculations by Erste Asset Management, water and sales data for FY 2022

Water Footprint

Water footprint of the ERSTE RESPONSIBLE equity and bond funds

On the occasion of World Water Day on March 22, 2017, Erste Asset Management published the water footprint for its sustainable equity funds for the first time. This year, the water footprint of the sustainable bond funds will also be published for the first time. This is another important step in encouraging companies to publish water data. 

This year's publication revealed data coverage of around 74% of the companies in the equity funds. In 2017, by comparison, not even half of all companies published their water data. In the case of bond funds, on the other hand, data coverage in 2024 is just under 38%.*

*Sources: Bloomberg, MSCI-ESG, calculations by Erste Asset Management; water and sales data for FYs 2015-2023.

Our Responsible Funds

Global sustainability equity fund with a focus on dividends

Global equity fund with a focus on sustainably oriented companies

High-yield corporate bonds with a global focus on sustainability

Focus on growing sustainable companies in emerging markets.

Please note the legal warnings at the bottom of the pages of the individual funds.

Disclaimer and legal notes

ERSTE ETHIK AKTIEN GLOBAL

ERSTE RESPONSIBLE STOCK AMERICA

ERSTE RESPONSIBLE STOCK GLOBAL

ERSTE WWF STOCK ENVIRONMENT

ERSTE RESPONSIBLE MICROFINANCE    

ERSTE RESPONSIBLE STOCK EUROPE

ERSTE RESPONSIBLE STOCK DIVIDEND

ERSTE RESPONSIBLE BOND GLOBAL IMPACT

ERSTE BOND EURO CORPORATE

ERSTE RESPONSIBLE BOND

ERSTE RESPONSIBLE RESERVE

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.