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

  • 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.

  • UIC

    Union Investment shifts to neutral risk strategy

    Risks remain in the capital market: the mix of increased (Brexit, trade disputes) and / or constant (Italy) event risks and recently weaker leading indicators has a negative impact. At its regular meeting on November 19 and 20, 2018, the Union Investment Committee reduces the RoRo-meter to level 3. The overweighting of equities is eliminated.

  • November 2017: Market news and expert views

    Market news and expert views: November

    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.

  • 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.

  • Prudent positioning in the age of protectionism

    Prudent positioning in the age of protectionism

    The US economy is currently in excellent health. However, the US president is in danger of upsetting the global economic order with his protectionist activities. How should investors respond? An assessment by Dr Frank Engels, Head of Portfolio Management at Union Investment.

  • Christian Kopf

    Impressions from the IMF Annual Meeting

    Every year, the annual meeting of the IMF and the World Bank brings together the finance ministers and central bank governors of the 189 member states as well as a host of guests from the private sector. It is a good time to examine and refine our outlook with regard to political developments and the capital markets. The focus in 2018 was on global trade, Fed policy and the situation in Italy.

  • 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.

  • 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.

  • 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.

  • 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).

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.