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.

News

  • Quality Leader 2019

    Quality Leader 2019

    Greenwich Associates has recognized Union Investment as a "Quality Leader" in Institutional Clients business. According to Greenwich Associates, Quality Leaders distinguish themselves from their competitors by providing outstanding customer service that helps institutional investors reach their investment goals.

  • March 2019: Market news and expert views

    Market news and expert views: July

    The monthly report 'Market news and expert views' offers a comprehensive review and outlook for relevant asset classes. Up-to-date forecasts for the capital markets are also provided. (As at 10 July 2019)

  • Monetary policy will set the tone

    Monetary policy will set the tone

    Central bank decisions are increasingly setting the tone for the capital markets. Further interest-rate cuts are expected in the US and eurozone, because the trade dispute has not been resolved and economic momentum remains weak. Jens Wilhelm, member of the Board of Managing Directors of Union Investment, looks at what is in store for the capital markets in the second half of 2019.

  • UIC

    Return to neutral risk strategy

    At its regular meeting on 2 July, the Union Investment Committee (UIC) dissolved the hedging position it had taken in the run-up to the G20 summit and thus once again raised its risk orientation to RoRo meter 3. The background to the decision is the expectation of expansive monetary policy measures and the recent calming of the trade dispute.

  • An accident waiting to happen

    An accident waiting to happen

    The Brazilian mining corporation Vale has been the focus of public attention since the collapse of a dam at one of its mines. Vale had already been excluded from Union Investment’s sustainability-oriented funds due to similar incidents in the past. The company had been put on the Union Investment-wide exclusion list after it failed to signal any willingness to improve following engagement dialogues. This means that it is excluded from all products actively managed by Union Investment.

  • Battery metals: Where is the electric journey taking us?

    Battery metals: Where is the electric journey taking us?

    The age of electric-powered transport is upon us. And this is driving demand for batteries – as well as for their constituent metals. This article explores how commodity investors can benefit from this trend.

  • Is Italy about to face an excessive deficit procedure?

    Is Italy about to face an excessive deficit procedure?

    Trouble is brewing again in Italy. The success of the Lega party in the recent European elections means the prospect of fresh parliamentary elections cannot be ruled out. At the same time, the European Commission is recommending that an excessive deficit procedure be initiated against the Italian government. But it is the capital markets that have the greater leverage over Italy.

  • Brave new world (of monetary policy) – Is the era of inflation-rate targets coming to an end?

    Brave new world (of monetary policy) – Is the era of inflation-rate targets coming to an end?

    In the current environment, policy makers at major central banks, who manage the ups and downs in their country’s economy from a monetary-policy perspective, have to solve two key conundrums. Firstly: Why is inflation still so low, even after many years of ultra-expansionary monetary policy? And secondly: What tools can be used to respond to the next economic downturn, given that interest rates are already very low? This is the focus of the current work of our Portfolio Management Research and Investment Strategy.

  • Florian Sommer

    Better understanding of risk through the Integration of ESG criteria

    The issue of sustainability has moved into the mainstream. Investors who want to effectively monitor and consistently manage the risks in their portfolio can no longer rely on pure, fundamental securities Analysis. Florian Sommer, Head of Sustainability Research, reports on chances and risks of ESG Integration.

  • Keep moving, please!

    Fundamental backdrop remains favourable for investment-grade credits

    Corporate bonds in the global investment-grade segment have, by and large, made significant gains over the past four months. This is mainly because of the recent decisions taken by the central banks. Overall, the backdrop remains supportive for this asset class.

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

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.