Erste Asset Management not only cooperates with specialized investment houses, but also with international or global investment banks. We have access to world-class researchers and may at any time directly access external industry and country specialists, whose services we use for special analyses (emerging markets, pharmaceuticals, etc.).
Also in portfolio management, we do not claim to build up expertise in each category solely in-house. Especially for niche or specialised strategies such as Japanese shares or special high-yield segments, we rely on the expertise of external asset managers and partners.
Currently, we are working very closely with the following institutions:
Daiwa Asset Management – the EAM partner for Japanese equities