We work for your Investment

We work for your investment

Union Investment – the expert for institutional investors

As one of the most experienced German fund managers, Union Investment has acted as a professional asset management partner to institutional investors for decades. Efficient risk management is a particularly important component of all our investment processes.

News

  • Brexit

    Brexit vote in London

    As expected, the UK's withdrawal agreement with the EU was rejected in yesterday's vote in the House of Commons. This outcome represents a defeat for the Prime Minister, Theresa May. However, the vote does not provide any clarity about which positions would be supported by a majority. The deadlock thus continues for now. We anticipate that a deal will be reached at the very last second.

  • November 2017: Market news and expert views

    Market news and expert views: January

    The monthly report 'Market news and expert views' offers a comprehensive review and outlook for relevant asset classes. Up-to-date forecasts for the capital markets are also provided.

  • UIC

    Union Investment retains neutral risk positioning

    The Union Investment Committee (UIC) retained its neutral risk positioning at its regular meeting on 17 and 18 December 2018, leaving the RoRo meter unchanged at level 3. Restructuring only occurred at the level of the sub-asset classes: the weight of emerging market equities was increased and positioning in developed markets was reduced. The intermediate overweighting of energy commodities was neutralized, the cashier increased.

  • Outlook for 2019 – markets and economy

    Outlook for 2019 – markets and economy

    The economic climate and conditions in the capital markets will become even more challenging and present a more mixed picture in 2019. At the same time, they will become more susceptible to volatility. For investors, the greater differences are also a source of opportunity, as activity beats volatility and selection uses rotation. These maxims are therefore likely to be the key to successful investing in 2019.

  • Jens Wilhelm

    Ten for 2019

    What are the new rules for the global economy? How will emerging markets develope? And what will change for Europe? Jens Wilhelm, member of the Board of Managing Directors gives a market outlook for 2019.

  • 2018 risk management white paper

    2018 risk management white paper

    Passive forms of investment have seen strong growth in recent years. This trend has provoked a heated debate about the advantages and disadvantages of active and passive management approaches. However, public discussion about active and passive management approaches generally fails to distinguish between the different asset classes, concentrating almost exclusively on investments in equities. This study looks at the topic with regard to the asset class of European corporate bonds.

Our awards

Multi-asset desk of the year

Multi-asset desk of the year

In recognition of the strong processes and outstanding overall performance, Union Investment have won the 2017 Leaders in Trading Award in the category ‘Buy-side multi asset desk of the year’. The Award recognises the biggest achievers in algorithmic trading, buy-side trading and other specialist fields.

A+ Rating by PRI

Union Investment given A+ rating by PRI

The United Nations Principles for Responsible Investment (PRI) initiative has awarded Union Investment its top mark of A+ in recognition of the company's overarching approach to responsible investment.

Sustainability strategy awarded has been the FNG Label

UniInstitutional IMMUNO Nachhaltigkeit has been awarded the FNG Label

UniInstitutional IMMUNO Nachhaltigkeit has been given two out of three stars for its particularly sophisticated and comprehensive sustainability strategy. It scored extra points for institutional credibility and dialogue strategies.