Investment process

Our investment process




Model driven

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.