2018
|
- ERSTE-SPARINVEST Kapitalanlagegesellschaft m.b.H. merged with Erste Asset Management GmbH on 3 November 2018 with retroactive effect from 31 December 2017
- Erste Asset Management GmbH established on 1 February 2018 a new branch in Slovakia
|
2017
|
- Tirolinvest KAG was merged on 24 October 2017 with ERSTE-SPARINVEST KAG
- Erste Asset Management increases the holding stake in ERSTE Immobilien KAG to 75.1%
|
2016
|
- RINGTURM Kapitalanlagegesellschaft m.b.H. merged with Erste Asset Management GmbH on 1 November 2016 with retroactive effect from 31 December 2015
|
2015
|
- The Czech subsidiary of Erste Asset Management becomes a branch by 18.11.2015 and the name is changed from Investiční Společnost České Spořitelny (ISCS) to Erste Asset Management GmbH, Czech Republic Branch
- ERSTE-SPARINVEST, the largest and oldest company within Erste Asset Management GmbH, celebrated it's 50th birthday in May 2015
|
2014
|
- The Croatian subsidiary of Erste Asset Management changes its name from Erste Invest d.o.o to Erste Asset Management d.o.o
- Integration of the asset management business of ESPA-Financial Advisors GmbH into Erste Asset Management
- Closing-down of the subsidiary ESPA-Financial Advisors GmbH
|
2013
|
- Erste Asset Management Croatia increases its market share from 5 to 20%
- Erste Asset Management celebrates the World Fund Day in Austria
- ERSTE BOND FLEXIBLE RON (formerly BCR Obligatiuni) manages assets worth EUR 1bn in Romania
- Re-branding of the funds managed by Erste Asset Management Romania
- Erste Asset Management Romania launches a partnership with the Romanian Tennis Federation
- Erste Asset Management Romania launches a partnership with the Bucharest University of Economic Studies
- Erste Asset Management Romania publishes five new books in cooperation with Publica Publishing as part of the “Little Books, High Yields” series
- Termination of all activities in Serbia due to the low volume of the fund market
- Erste Asset Management Slovakia introduces two new products, “Šikovné investičné sporenie“ and “Combi deposit Premium“, to the market
- Erste Asset Management Hungary moves up to second place in the Hungarian investment fund market
|
2012
|
- The German subsidiary of Erste Asset Management changes its name from Erste-Sparinvest Deutschland GmbH to Erste Asset Management Deutschland GmbH
- The Hungarian subsidiary of Erste Asset Management changes its name from Erste Fund Management Limited to Erste Asset Management Limited
- Exclusion of banned weapons
- Erste Asset Management Romania merges the funds “BCR Monetar“ and “BCR Obligaţiuni“ into one fund
- Erste Asset Management Romania launches cooperation with Publica Publishing and publishes the investment series “Little Books, High Yields“ as part of an education project
|
2011
|
- Erste Asset Management expands its segment by the first responsible corporate bond fund “Espa Vinis Bond Euro-Corporate“ (today ERSTE RESPONSIBLE BOND EURO-CORPORATE) issued by an Austrian asset management company
- Investment process changed to global tactical asset allocation (GTTA) with the integrated tactical asset allocation (TAA) of equities and bonds
|
2010
|
- For the first time Austrian investors can support lending to private individuals in emerging and developing countries and indirectly achieve a social yield by investing in “Espa Vinis Microfinance” (today ERSTE RESPONSIBLE MICROFINANCE*)
|
2009
|
- RINGTURM Kapitalanlagegesellschaft m.b.H. in Vienna becomes a subsidiary of Erste Asset Management
- Investiční Společnost České Spořitelny (ISCS) in the Czech Republic becomes a subsidiary of Erste Asset Management
- Launching “baskets”, ERSTE-SPARINVEST embarks on a new product family for funds with specific maturities
- Changes to the investment process on the basis of derivative overlays – alpha transfer funds tactical asset allocation (TAA) with risk- and maturity-oriented equity exposure
|
2008
|
- Erste Asset Management GmbH founded
- Invest a.d. founded in Serbia
- SAI Erste Asset Management SA is founded in Romania taking over the management of all open-ended investment funds and individual investment portfolios from SAI BCR Asset Management SA, a former subsidiary of Banca Comerciala Romana (BCR)
|
2007
|
- Sparinvest Deutschland GmbH founded
- Erste Sparinvest Deutschland GmbH positions itself successfully as boutique provider of ESPA funds
- "SPORO Fond maximalizovaných výnosov" (“Sporo Fund of Maximized Returns”) is introduced in Slovakia
|
2006
|
- ERSTE-SPARINVEST launches a partnership with World Wide Fund For Nature (WWF)
- The environmental equity fund “Stock Umwelt” carries the name of the WWF (today ERSTE WWF STOCK ENVIRONMENT)
|
2005
|
- ERSTE-INVEST Croatia starts managing war veteran fund
- “Espa Cash Emerging-Markets“ (today ESPA SHORT TERM EMERGING-MARKETS*) becomes the first near-money-market fund for emerging markets to be launched in Austria
|
2004
|
- The first property fund is launched in Hungary
- BCR Dinamic (today ERSTE BALANCED RON) is launched in Romania – the first Romanian investment fund ever
|
2003
|
- “Espa Vinis Stock Global“ (today ERSTE RESPONSIBLE STOCK GLOBAL) is launched
|
2002
|
- German institutional clients put in their first orders for special funds
- Transformation from qualitative to quantitative in the investment process of “tactical asset allocation” (TAA)
- ERSTE-SPARINVEST introduces a new investment approach in the management of mixed funds: “absolute return”
|
2001
|
- The introduction of a security tax in 2001 boosts the popularity of funds of funds
- Slovenskej sporiteľne, správ. spol. a.s. is founded as asset Management company of Slovenská sporiteľňa
- By launching “Espa Stock Umwelt” (today ERSTE WWF STOCK ENVIRONMENT), ERSTE-SPARINVEST claims a pioneering role in the area of responsible investments
|
1999
|
- ERSTE-SPARINVEST launches the first Austrian high-yield bond fund (today ESPA BOND EUROPE-HIGH YIELD)
|
1998
|
- Investment fund company Erste-Invest d.o.o. founded in Croatia
|
1997
|
- “Danubia Rent“ (today ERSTE BOND DANUBIA*) is the first fixed income fund featuring East European convergence candidates in Austria
|
1996
|
- ERSTE-SPARINVEST Kapitalanlagegesellschaft m.b.H. founded by the merger of a part of Sparinvest Austria and EKA
- Restructuring of the remaining part of Sparinvest Austria to Capital Invest
|
1994
|
- Merger of Sparinvest and the fund company of Bank Austria to Sparinvest Austria
|
1993
|
- Giro Asset Management founded, precursor of Erste Asset Management in Hungary
|
1991
|
- Investiční Společnost České Spořitelny (ISCS) founded, since 2009 member of Erste Asset Management
|
1990
|
- “Danubia-Invest“ (today ESPA STOCK EUROPE-EMERGING*) is launched after the fall of the Iron Curtain as globally first East European equity fund
|
1988
|
- RINGTURM Kapitalanlagegesellschaft m.b.H. founded; part of Erste Asset Management since 2009
- “Sparkassen-Mündelrent“ (today ESPA BOND EURO-MÜNDELRENT) is launched – the first gilt-edged form of investment fund in Austria
|
1986
|
- First Austrian equity fund launched
- The “Vienna-Invest“ fund (today ESPA STOCK VIENNA) allows Sparinvest to benefit from an unprecedented gold rush at the Vienna stock exchange
|
1982
|
- “Reserva“ (today ESPA BOND EURO-RESERVA), the first fund for severance and pension provisions is launched
|
1979
|
- “Sparfonds“ (today ESPA RESERVE EURO PLUS*) is launched as first Austrian money market fund
|
1969
|
- “Combirent“ (today ESPA BOND COMBIRENT*), is launched as first Austrian schilling-denominated bond fund
- “Intertrend“ (today ESPA BOND INTERNATIONAL*) is launched as first international bond fund in Austria
- Sparinvest enters the market of bond funds
|
1965
|
|