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Leading consultants regularly acknowledge the outstanding quality of Union Investment's portfolio management and client service.

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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. The assessment of the company looked at indicators such as guiding principles, aims and practices.
Union Investment given A+ rating by PRI

The individual scores for the PRI assessment are aggregated to give a weighted overall rating on a scale of ‘A+ to E’. Overall, Union Investment achieved the top rating of A+ for strategy and governance and was able to further improve its individual scores. Union Investment achieved three scores of ‘A+’ and four scores of ‘A’ in the individual asset classes. A score of ‘A’ means that a signatory has achieved between 76 and 94 per cent of the points available for the particular module.

FNG Label 2020

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. To achieve certification, funds must adopt a consistent and transparent approach to sustainability.
FNG Label 2020

All our funds that participated in the review process received the FNG Label. In addition, our funds UniInstitutional SDG Equities, UniInstitutional IMMUNO Nachhaltigkeit, UniInstitutional Green Bonds and UniInstitutional Dividend Sustainable achieved a maximum rating of three stars and our funds UniInstitutional Stiftungsfonds Nachhaltig and UniInstitutional Kommunalfonds Nachhaltig achieved two stars in the tiered model.