Our Awards

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

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.
Quality Leader 2019

According to Greenwich Associates, Quality Leaders distinguish themselves from their competitors by providing outstanding customer service that helps institutional investors reach their investment goals.

Executive board member Alexander Schindler is pleased with Union Investment’s outstanding achievement: "In recent years, we have been able to expand and strengthen our top position in the Greenwich Associates renowned ranking. The renewed award as a ‘Quality Leader’ clearly reflects that investors in Germany and abroad regard our strong risk management, our opportunity-oriented solutions and our services as an excellent offer that stands out in a highly competitive market environment.”

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

"We are delighted that PRI has rated our approach to responsible investment so highly. It underscores how seriously we take these issues and how much expertise we have in this area," says Björn Jesch, Head of Portfolio Management. Of the 681 asset management companies assessed by PRI, only 16 per cent were rated A+. Union Investment has been a signatory to the Principles for Responsible Investment since 2010.

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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.
UniInstitutional IMMUNO Nachhaltigkeit has been awarded the FNG Label

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, which the independent auditor Novethic checks has been applied.

 

The quality standard includes the following minimum requirements:

  • Transparent and straightforward presentation of the fund's sustainability strategy in the context of the European SRI Transparency Code and the FNG Sustainability Profile
  • Exclusion of nuclear power, armaments and weapons
  • Exclusion of companies in breach of the UN Global Compact principles

At least 90 per cent of the fund's portfolio is audited according to sustainability criteria (social and environmental accountability, good corporate governance). The FNG Label has been devised by a large number of financial-sector specialists and other participants in civil society, and it is constantly subject to further development.

 
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