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

  • Keep moving, please!

    Keep moving, please!

    Five theories about the European election and its significance for the capital markets

  • <span><span lang="EN-GB"><span></span></span></span><span lang="EN-GB"><span></span></span><span lang="EN-GB"></span><span lang="EN-GB">Using Behavioural Finance to Ride the Momentum Wave</span>

    Using Behavioural Finance to Ride the Momentum Wave

    Research on the various anomalies that counter the EMH ("efficient markets hypothesis") is varied and insightful. Nevertheless, the goal of our brief paper is to touch on one, namely, the momentum factor which is probably one of the most documented phenomena (and thereby counter-EMH anomalies) in financial markets.

  • March 2019: Market news and expert views

    Market news and expert views: April

    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.

  • German economy under pressure

    German economy under pressure

    For a long time, Germany was considered Europe’s engine of growth. But now its economy is feeling the strain of a significant slide in exports. The picture does look better on the domestic front, however. Several key sentiment indicators are raising expectations of an economic upswing in the second half of the year.

  • UIC

    Union Investment retains neutral risk positioning

    At its regular meeting in March, the Union Investment Committee (UIC) confirmed its neutral risk positioning (RoRo meter at 3) in the face of the tension between a market-friendly monetary outlook and an uncertain economic situation. position in equities from industrialised countries are overweighted.

  • Record level of share buybacks

    Record level of share buybacks

    Last year saw a record volume of share buybacks announced. But in February of this year, a debate opened up about the advantages of such programmes, particularly in the US. Although the benefits to the individual company vary from case to case, the wider equity market is definitely benefiting from the renewed pickup in activity this year.

  • Main Tor Porta

    Union Investment 2018: Solid inflows in a challenging
    environment

    In a very challenging investment year, Union Investment generated net new business of €15.3 billion (2017: €25.1 billion). This equals two thirds of the industry’s total net inflows from a managedassets perspective in the German market. “Our net inflow figures are above the ten-year average. This means that 2018 was another strong year in our company’s history,” said Hans Joachim Reinke, Chief Executive Officer of Union Investment.

  • Focusing on what matters most

    Focusing on what matters most

    The question of whether it is more lucrative to invest in a share index or a concentrated portfolio is not new. However, the advantages of broad diversification usually come at a hefty price for investors. Firstly because index investments often generate lower returns, and secondly because far fewer stocks are actually needed to create a sufficiently diversified portfolio than you might think.

  • 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.

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.