Union Investment Group
Union Investment Institutional GmbH is part of the Union Investment Group. This site explains who else belongs to our Group and how it is structured. There is also detail regarding our position on sustainability, how we safeguard our investors' assets and how we became what we are today.
The Union Investment Group at a glance
Being part of a strong community is in our DNA. We belong to the German cooperative financial network and offer solutions for institutional, retail and real-estate clients. Since the foundation in 1956, we have stood for partnership and professionalism in fund management, serving investors and shareholders.
Our Group was founded by over a dozen cooperative banks within the cooperative financial network, plus a number of private banks. They brought together the private banks' decades of experience in fund management with the broad structure and values of the cooperative banks. Today, more than four million customers have placed their trust in us, demonstrating that this is a winning combination. In terms of assets under management we are one of the leading fund management companies in Germany. The success of Union Investment enables people: our employees who are experts in their field with their strong Performance; our investors who trust us; and our strong partners in the cooperative financial Network.
One company, one goal
Our mission is to grow investors' assets
As active asset managers, we work for your investment
Current assets under management, as of 30 December 2022.
Assets under Management (total):
413.1 bn. euros
thereof institutional assets:
223 bn. euros
The assets we manage are widely diversified
| Fixed Income* | 153.5 |
| Equity | 96.6 |
|
Real Estate, infrastructure and alternative investments** |
64.3 |
| Other*** | 83.4 |
| Liquidity**** | 15.2 |
| Totalling | 413.1 |
- * Including money market instruments
** Including commodities
*** Including asset management mandates, investment funds from external providers, and non-allocated advisory mandates
**** Overnight and time deposits
Structure and areas of expertise
We have created clear structures and areas of expertise in order to offer investors the best solutions.
Union Asset Management Holding AG coordinates the activities of numerous subsidiaries, each of which is an expert in its particular field. This ensures that Union Investment has experts available to offer the best solutions for institutional investors and retail clients.
Shareholder structure
Union Investment is the dedicated asset manager within the German cooperative financial network. All shareholders are also part of the network, which ensures a stable and long-term ownership structure. This allows us to maintain a sustainable business model and develop strong, long-term client relationships.
Cooperative financial network
Union Investment is the asset manager within the German cooperative financial Network.
Investment philosophy
Our investment philosophy is based on our belief that markets are inefficient. Long-term outperformance is, therefore, best achieved through a combination of fundamental research, actively managed security selection and robust risk management. This conviction lies at the heart of all our investment solutions. We offer a transparent investment process, which allows clients to keep track of our investment decisions.
We take an integrated approach to portfolio management, with every portfolio manager also acting as a senior research specialist. This structure enhances the team’s commitment to the process and helps to ensure accountability for investment performance.
More than 60 years' experience: Union Investment Group
The markets are moving at an ever faster pace, and investors' needs and wishes are changing accordingly. For us, clientes' wishes always come first, and we seek out innovative solutions to bring them to fruition.
Protecting investors is our priority
We manage the assets of investors in trust. That is why we offer investors a high level of protection by safeguarding their assets, setting high standards for ourselves as well as in collaboration with third parties. For example, we adhere to the code of conduct of the Federal Association of German Fund Management Companies (BVI) and engage in critical dialogue with companies in which we invest – for the purpose of good and responsible corporate governance.
We see ourselves as an active investor that champions good and responsible corporate governance for the benefit of our customers. After all, well-managed companies offer investors greater opportunities for rewards with lower risks, thus underpinning their trust in investing in securities.
What we do to protect investors
Sustainability born of tradition
Our activities have been based on sustainable and socially responsible business since our establishment in 1956. The responsibility that we assume is twofold: offering sustainable products and services and doing business sustainably. Within the company, we seek to ensure sustainability in relation to the environment, employees, corporate citizenship and procurement.
We believe sustainability has three dimensions: ethical, social and environmental.
The importance of sustainability to us can be seen from the fact that we offer sustainable solutions to our customers in all areas. We invest in eco-friendly real estate, give institutional clients the option to define screening criteria for their portfolio investments and offer funds focused on socially responsible investments to retail clients.
