I-AM GreenStars Market Commentary

Global equities continued their rise seamlessly in January, undeterred by various cross-blows. With DeepSeek, a new AI platform was announced in China, which shook up US supremacy as a cost-effective alternative.

I-AM Vision Microfinance Market Commentary

In 2024, Paraguay’s sovereign rating was upgraded by both S&P (from BB to BB+) and Moody’s (from Ba1 to Baa3) based on a resilient external position, moderate fiscal deficits and prudent macroeconomic policies.

Médecins Sans Frontières says THANK YOU for the generous donation and that I-AM stands by patients, especially in times like these, to provide them with medical care, they would otherwise not have access to.

We are pleased to announce that the I-AM Vision Microfinance Funds habe been awarded the LuxFLAG Microfinance Label, valid from 1 October 2024 to 30 September 2025.

An interview with Birgit Havlik, member of the fund management team of the I-AM Vision Microfinance Funds, about investments in emerging and developing countries and the basis for such investments.

Erste Asset Management GmbH (Erste AM) has entered into a purchase agreement for the acquisition of 100% of the shares in Impact Asset Management GmbH (I-AM), which has been majority-owned by Cubic (London) Ltd. This strategic acquisition, which is still subject to regulatory approval, is intended to strengthen Erste AM’s position as a leading provider of ESG and sustainable investment solutions and also to expand its presence on the German market.

I-AM Vision Microfinance - Social Impact Investing

The fund management of the I-AM Vision Microfinance Funds is committed to social impact. This also includes evaluating the social commitment of the supported institutions on site. This is why the fund management team regularly undertakes due diligence trips to see the work of the institutions for themselves. At the beginning of December, Birgit Havlik, fund manager at Impact Asset Management (I-AM), visited various regions of Mexico for this purpose and spoke to the management of the institutions about the current situation in the country, current challenges and future goals.

Frankfurt am Main, 30 November 2023: Impact Asset Management's microfinance funds will be renamed with effect from 1 January 2024. The DUAL RETURN FUND - Vision Microfinance and the DUAL RETURN FUND - Vision Microfinance Local Currency will be renamed I-AM Vision Microfinance and I-AM Vision Microfinance Local Currency respectively. There will be no changes to the investment strategy of the two funds.

Médecins Sans Frontières says THANK YOU for the generous donation and that I-AM stands by patients, especially in times like these, to provide them with medical care, they would otherwise not have access to.

We invite you to participate in our online fundraising campaign for Doctors Without Borders and donate an additional 10 euros per participant.