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

  • UIC

    Union Investment lowers risk positioning to neutral

    In view of the market movements in recent days, the Union Investment Committee (UIC) held an extraordinary meeting on 11 October and lowered the risk positioning from moderately bullish to neutral (RoRo meter now at level 3).

  • Daniel Ceccarelli

    Managing risk sustainably

    The general public predominantly associates the concept of investing sustainably with investments that are positive for the environment and have good ethical and moral credentials. While this view is not wrong, it is too narrow. For asset managers, other aspects are just as important.

  • Christian Kopf

    When boring is good

    The European Central Bank is not currently thought to have any surprises up its sleeve. Nonetheless, bond investors are facing an increasingly challenging Environment.

  • September 2017: Market news and expert views

    Market news and expert views: October

    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.

  • Escalation of the trade dispute: China retaliates

    Escalation of the trade dispute: China retaliates

    The trade dispute has been taken to a whole new level. Trump announced new punitive tariffs on Chinese imports worth around US$ 200 Billion. Beijing responded promptly, announcing retaliatory measures.

  • Emerging markets: Turkey takes a deep breath

    Emerging markets: Turkey takes a deep breath

    It almost came as a surprise when the Turkish central bank decided to take action last week in response to the dramatic collapse of the lira in recent weeks and months. Saudi Arabia successfully placed a government bond. But does this mean that the emerging markets are starting to recover?

  • The banking industry post Lehman – the US has been on the front foot in many ways

    The Banking industry post Lehman

    Ten years after the US investment bank Lehman Brothers went under, bankers in the US have moved on from the crisis. But their European competitors continue to struggle.

  • Trade disputes and market deficits: a double whammy for metals

    Metals between trade disputes and market deficits

    Commodities, and industrial metals in particular, are among the losers of the current trade conflict. Gold and other precious metals are struggling as well. Yet the metals market offers some interesting investment opportunities.

  • China’s ‘soft landing’ hits turbulence

    'Soft landing' hits turbulence

    The reconfiguration of China's economic model was progressing according to plan. The aim was to achieve a soft landing for the economy. However, the trade conflict with the US in its current form had not been factored into this equation and forces Beijing to change track.

  • New fund for international structured credits

    New fund for international structured credits

    At a time of low returns and the expectation of slowly rising interest rates going forward, structured credits can represent an attractive investment opportunity. This new fund invests primarily in international structured credits, in particular collateralised loan obligations (CLOs).

  • ESG factors as an integral element of comprehensive risk management

    ESG factors as an integral element of comprehensive risk management

    The rise of the once niche subject of sustainability has been impressive. Just a few years ago, it was hovering on the fringes of global asset management. Now, however, it is very much in the mainstream.

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.