Gast-AutorIn / Guest Author am 16th October 2017 (c) iStock
Author: Dieter Kerschbaum, Communications Specialist Österreich
Half a year ago we launched a new equity fund, which offers an investment opportunity in global equities with a stable dividend yield above market average. At the same time, we take into account criteria of sustainability as well as social and ethical criteria in the stock picking process. We spoke with Alexander Sikora-Sickl, who is responsible for the investment process, about the performance since the launch of the fund and about the environment for dividend shares.
Gerold Permoser am 12th September 2017 (c) iStock
I have recently read an interesting research report by one of our independent research partners, Gavekal Research. Gavekal Research is based in Hong Kong, and one of its strengths is its deep knowledge of the Asian market. The piece titled “Good Governance, Poor Performance” discusses good corporate governance. This is a central pillar of traditional as well as sustainable investment.
Gast-AutorIn / Guest Author am 16th August 2017 Maurizio Gambarini / dpa / picturedesk.com
Author: Walter Hatak, Research Analyst
Did VW, Audi, Porsche, Daimler, and BMW collude to form a cartel? Did they deliberately try to suspend competition? The media seem to have discovered a violation of anti-trust law, and their research suggests a link between the diesel emissions scandal and the agreements reached in joint task groups.
Paul Severin am 19th June 2017
By channelling their assets into microfinance funds, investors can contribute to reducing child labour. This is the opinion held by Martin Cech, Senior Fund Manager with Erste Asset Management.
Paul Severin am 02nd June 2017 (c) iStock
We have talked to the ESG analyst team of Erste AM about Trump’s withdrawal from the Paris climate accord in a roundtable discussion: Dominik Benedikt, Alexander Osojnik, Stefanie Schock, and Walter Hatak.
Paul Severin am 04th April 2017 (iStock)
Power comes from the socket. Hidden behind it, lies a reality that is a tightrope walk between supply and demand. An imbalance causes blackouts. Energy produced from renewable sources is particularly volatile. A solution for this problem are energy storage devices, especially batteries. The latter offer the advantage of being able to efficiently store power that has been produced locally (e.g. by solar cells). They also make power mobile and can replace petrol and diesel in our cars. In our interview, Dominik Benedikt, Senior ESG-Analyst Erste Asset Management, explains the effects of the rising demand for batteries with regard to environmental, social, and governance aspects.
Paul Severin am 20th March 2017 (iStock)
A growing number of devices do not need a constant connection to the power grid anymore and therefore allow a mobile usage. Batteries ensure that power is available regardless of its time and place of production. In a world that does not work without energy we need storage units that can provide large amounts of energy. However, every solution to this problem comes with a price tag, also in terms of sustainability.
Read the current issue of our sustainable Magazine ERSTE RESPONSIBLE RETURN – The ESG Letter here:
Paul Severin am 14th December 2016 (c) iStock Photo
At Christmas, gifts have become tradition. For all those with children, toys are among the most popular Christmas presents.
However, a look into history reveals that Christmas and presents have not always gone together. Meanwhile, the toy industry has long since become a huge business.
Reason enough to scrutinize toy manufacturers in terms of sustainability. Our sustainability experts are addressing this issue in the current sustainability magazine.
Read the current issue here: esgletter.en.erste-am.com
Paul Severin am 09th December 2016 © iStock.com
ARCHE NOAH was founded 26 years ago. The careful, protective handling of seeds and the protection of the diversity of agricultural crop has been the focus of the charitable association ever since. More than 15,000 members, patrons, and partners who invest money and ideas in the mission of maintaining the diversity of agricultural crop support ARCHE NOAH.
How does ARCHE NOAH see the issue genetically modified organisms and patents on food and seeds?
Gerold Permoser am 13th October 2016 © iStock.com
Erste Asset Management (EAM) has excluded companies that derive more than 30% of sales from coal mining from its mutual funds. In doing so, EAM is one of the first asset managers to have taken this step. “This was the next logical step for us, having excluded coal mining from our sustainable funds at the beginning of the year,” as Heinz Bednar, CEO of Erste Asset Management, explains.