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.

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News

  • UIC

    Union Investment reaffirms neutral risk positioning

    The Union Investment Committee (UIC) reaffirmed its neutral risk positioning (RoRo meter at 3) at its regular meeting on 24 March 2020. At the same time, the committee increased the equity weighting slightly. The existing overweighting of (investment-grade) corporate bonds and of government bonds from the eurozone’s periphery was confirmed.

  • Damm

    Central banks go all out

    The European Central Bank (ECB) and its US counterpart, the Federal Reserve (Fed), have decided on various expansionary monetary policy measures and launched new asset purchase programmes. In doing so, they are trying to limit the economic impact of the coronavirus pandemic. An assessment of the central banks’ measures.

  • ECB

    ECB substantially expands asset purchase programme

    Late on Wednesday evening (18 March), the ECB made the surprise announcement that it would increase its purchases of securities. An additional purchasing volume of €750 billion is planned under the new Pandemic Emergency Purchase Programme (PEPP).

  • Coronavirus

    Global recession in 2020 now unavoidable

    In light of recent developments in connection with coronavirus, Union Investment’s economists have made significant downward corrections to their growth forecasts. This decision was based on the fact that the spread of the pandemic continues to accelerate rapidly and that many countries have implemented drastic countermeasures.

  • ECB

    ECB decides on liquidity support and expands bond-buying programme

    In view of the current coronavirus crisis, the European Central Bank (ECB) has taken some important decisions. The main decisions were as follows: Additional longer-term refinancing operations, targeted longer-term refinancing operations, expansion of the bond-buying programme, deposit rate remains unchanged.

  • Coronavirus

    Short-term turmoils, promising capital markets in the long run

    At an extraordinary meeting held on 9 March 2020, the Union Investment Committee (UIC) discussed the latest developments regarding coronavirus and confirmed the neutral risk positioning (RoRo meter at level 3). No changes were made to the model portfolio. The UIC continues to believe that the markets will remain very turbulent in the short term but that the outlook remains positive in the medium to long term.

  • March 2020: Market news and expert views

    Market news and expert views: March

    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 3 March 2020)

  • Credit market shows confidence in the economy

    Credit market shows confidence in the economy

    At present, prices in the corporate bond market (credit market) reflect very little concern about the state of the economy. Spreads have been contracting significantly, even on paper from issuers with lower credit ratings. In the prevailing environment of low interest rates, demand for bonds that offer a risk premium should remain high.

  • Wildmann

    Emerging Markets Hard Currency Debt stands out in 2020

    2020 spread products will remain the asset class of choice when it comes to fixed-income investments. Union Investment has a special focus on emerging markets government bonds.

  • Guidelines for responsible investment

    Guidelines for responsible investment

    We consider sustainability to be a core element of the cooperative principles by which we operate. We have adopted a clear sustainability strategy that provides a framework for responsible action. These guidelines set out the approach that we take to ensure responsible investment.

  • Taxonomy and Green Bonds

    Taxonomy and green bonds

    In June 2019, a technical expert group (TEG) set up by the EU Commission presented a proposal that defined a standardised classification system. This was known as the taxonomy report. It is intended to provide a transparent means of assessing the environmental impact of an activity or investment. It could be first applied to green bonds.

Our awards

Quality Leader 2019

Quality Leader 2019

Greenwich Associates has recognized Union Investment as a "Quality Leader" in Institutional Clients business. This is the result of this year's survey of institutional investors in Germany conducted by the international consulting firm. According to Greenwich Associates, Quality Leaders distinguish themselves from their competitors by providing outstanding customer service that helps institutional investors reach their investment goals.

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.