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

  • November 2017: Market news and expert views

    Market news and expert views: February

    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.

  • Fed

    Encouraging start to the year for corporate bonds

    Corporate bonds recovered after a weak fourth quarter. The shift in the US Federal Reserve’s monetary policy played a big part in restoring calm to the markets. The short-term prospects remain positive.

  • UIC

    Union Investment retains neutral risk positioning

    At its first meeting in 2019, the Union Investment Committee (UIC) confirmed its neutral risk position and retains the RoRo meter at level 3. The reason for this is the current weak economic momentum, coupled with more moderate tones from the Fed and the ECB. Political uncertainties such as the trade dispute and the Brexit problem remain. Equities continue to be positioned neutrally.

  • Brexit

    Brexit becomes a test of patience

    The British parliament votes against the Brexit contract negotiated by May and even the announced "Plan B" brings no new ideas. However, the capital markets are reacting calmly. A last-minute agreement remains the most likely scenario.

  • LuxFLAG

    For the first time, LuxFLAG has granted the ESG label to a German domiciled fund: UniNachhaltig Aktien Global

    LuxFLAG (Luxembourg Finance Labelling Agency) announces that it has granted the very first label to a German domiciled fund. Thus, the non-profit association already labels sustainable investment funds domiciled in four different European countries: Germany, Belgium, France and Luxembourg. The promoters and asset managers of the funds on their end are based in more than ten countries.

  • 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.

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.