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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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  • A new day?

    A new day?

    The change of political power in the USA could bring about a turnaround in American climate policy. Joe Biden has ambitious plans: he wants to set the course for the USA to achieve climate neutrality by 2050. What effects can be expected for the various sectors and capital markets?

  • Biden administration: two shots at stimulating growth

    Biden administration: two shots at stimulating growth

    Following the run-off ballot in Georgia, the US government can count on a congressional majority. This paves the way for greater fiscal stimulus. However, the government’s slim majority will limit its leeway for tax hikes and tighter regulation. This will create a very favourable environment for risk assets such as equities.

  • UIC

    Extraordinary meeting of the UIC: equities overweighted

    At an extraordinary meeting, the Union Investment Committee (UIC) has decided to make adjustments to the model portfolio. Equities from industrialised countries will be overweighted and, in return, the cash position will be reduced. As a result, the general risk positioning will rise from neutral to moderately bullish (RoRo meter from level 3 to level 4).

  • March 2020: Market news and expert views

    Market news and expert views: January 2021

    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 18 December 2020)

  • Coronavirus vaccines: betting on a return to normality

    Coronavirus vaccines: betting on a return to normality

    The breakthrough in the development of vaccines has given the stock markets a boost. The prospects for risk assets remain positive for 2021. But it is vital that the vaccines are distributed widely.

  • How to tame the debt monster

    How to tame the debt monster

    The German government is planning to take on new debt amounting to €314 billion in 2020 and 2021 in order to soften the impact of the coronavirus pandemic. Will government debt in industrialised countries continue to grow until it eventually reaches a point at which it can no longer be serviced? And are countries at risk of defaulting, as was the case with Greece in 2012?

  • 10 propositions for 2021

    Capital Market Outlook

    10 propositions for 2021

    What do we expect from the capital markets in 2021, when the impact of the corona pandemic is expected to ease? Read the analysis by Jens Wilhelm, Member of the Board.

  • US Federal reserve

    US Federal Reserve caught up in political Furore

    US Secretary of the Treasury Steven Mnuchin announced last week that a number of emergency credit facilities would not be extended. This significantly restricts the US Federal Reserve’s room for manoeuvre in the credit markets for the time being.

  • Risk Management conference 2020

    Risk management conference 2020

    The global coronavirus pandemic has eclipsed the financial crisis of 2008 as the biggest risk event in recent history. And the result of the US elections is likely to bring additional changes to a world already in a state of flux. But what are the implications for asset allocation? Guidance in answering this question was provided by Union Investment’s 15th annual risk management conference.

  • E-Ladestation

    Automotive sector:
    2021 will be a pivotal year

    German car manufacturers prepare to launch a whole host of models in the electric vehicle segment in a bid to catch up. Will their shares gain momentum too?

  • Real estate

    How resilient are Europe’s office property markets?

    As the global coronavirus pandemic continues, many companies are re-evaluating their office environments and use of space. The attempt to save on office rents could likewise prove challenging for some market segments in the future. But there are also positive indicators.

Our awards

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.