Investment process

Our investment process is

Structured

it consists of the defined and consecutive steps

Disciplined

we eliminate the emotional investment decisions and therefore also inappropriate timing of decisions

Consistent

we follow the agreed rules, thereby we are able to explain our investment decisions retrospectively

Model driven

our decisions are based on fundamental, technical and quantitative
systems, using which we determine the attractiveness of the single asset classes

Investment process is derived from the investment philosophy of each fund

The goal is 

  • to analyze the current situation and economic cycles in financialmarkets,
  • and set the asset allocation of the funds accordingly.

 

Then we select the single securities fulfilling 

  • our criteria as representatives of the relevant asset class

Investment decisions are the result of the team approach and expertise of Erste Asset Management Group

Investment process does not end with the purchase of securities, our team of risk managers continuously monitors the funds portfolio in order to be compliant with their risk constraints and rules.