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.

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  • UIC

    Union Investment maintains its neutral risk positioning

    The Union Investment Committee (UIC) maintained its neutral risk positioning (RoRo meter at 3) at its regular meeting on 25 February 2020. In the light of recent developments related to the coronavirus, risk positions in the model portfolio were reduced slightly for the time being. More specifically, the overweight exposure to equities was neutralised. The existing overweighting of spread products, however, was confirmed.

  • The future of flying

    Reinventing Flying

    The aviation sector is facing turbulent times, with increasing regulation, rising costs, critical passengers and technical problems presenting major challenges for airlines. What is the future of flying? We take a look ahead. 

  • UI Global Credit

    Additional yield through international corporate bonds

    Active selection is crucial when it comes to investing successfully in the corporate bond segment. This is demonstrated by UniInstitutional Global Credit, which provides institutional investors diversified access to corporate bonds worldwide and, since its inception, has outperformed its benchmark overall. The fund represents an opportunity for attractive returns, despite the low bond yields available in the markets.  

  • Credit market shows confidence in the economy

    Credit market shows confidence in the economy

    At present, prices in the corporate bond market (credit market) reflect very little concern about the state of the economy. Spreads have been contracting significantly, even on paper from issuers with lower credit ratings. In the prevailing environment of low interest rates, demand for bonds that offer a risk premium should remain high.

  • Gärtner

    Dot-com bubble 2.0?

    The tech bubble burst 20 years ago, with investors losing huge sums. Today, tech stocks have high valuations again. Is a new bubble forming? What are the parallels with the situation back then and what are the differences?

  • Wildmann

    Emerging Markets Hard Currency Debt stands out in 2020

    2020 spread products will remain the asset class of choice when it comes to fixed-income investments. Union Investment has a special focus on emerging markets government bonds.

  • March 2019: Market news and expert views

    Market news and expert views: January

    Economy, growth, inflation and monetary policy – the monthly report ‘Market news and expert views’ will keep you informed about the latest developments and our expert assessments. It will also give you a comprehensive review of and outlook for the relevant asset classes. (As at 19 December 2019)

  • Guidelines for responsible investment

    Guidelines for responsible investment

    We consider sustainability to be a core element of the cooperative principles by which we operate. We have adopted a clear sustainability strategy that provides a framework for responsible action. These guidelines set out the approach that we take to ensure responsible investment.

  • Taxonomy and Green Bonds

    Taxonomy and green bonds

    In June 2019, a technical expert group (TEG) set up by the EU Commission presented a proposal that defined a standardised classification system. This was known as the taxonomy report. It is intended to provide a transparent means of assessing the environmental impact of an activity or investment. It could be first applied to green bonds.

  • Determinants of returns on collateralised loan obligations

    Determinants of returns on collateralised loan obligations

    Structured credits fell into disrepute during the financial crisis, often without justification. The poor image of subprime mortgages, which are a small subset of structured credits, distorted people’s view of the fundamental idea behind a structured credit and  its economic benefits. This study examines collateralised loan obligations (CLOs), which are structured credits backed by corporate loans, and offers an explanation as to why they have a possible mark­up over classic corporate bonds.

  • Anniversary Asian Bond and Curreny Fund

    Investment opportunity Asian bonds

    Asian (high-yield) bonds may be an interesting opportunity for European fixed-income investors, given their attractive return profile. The UniInstitutional Asian Bond and Currency Fund has proven its successful track record since inception five years ago. Learn more about the about the asset class and the investment strategy.

Our awards

Quality Leader 2019

Quality Leader 2019

Greenwich Associates has recognized Union Investment as a "Quality Leader" in Institutional Clients business. This is the result of this year's survey of institutional investors in Germany conducted by the international consulting firm. According to Greenwich Associates, Quality Leaders distinguish themselves from their competitors by providing outstanding customer service that helps institutional investors reach their investment goals.

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

FNG Label 2020

Six Union Investment funds received the FNG Label of approval for sustainable investment funds. Mutual funds that have been awarded the Sustainable Investment Forum (FNG) Label comply with the quality standard it has developed for sustainable investments in the German-speaking countries.