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

  • UIC

    Union Investment maintains its neutral risk positioning

    At its regular meeting on 20 and 21 May, the Union Investment Committee (UIC) again adopted a slightly more defensive position. It thus continued on the risk reduction route that it had embarked upon during an extraordinary meeting at the start of the month. At the same time, however, the committee is maintaining its risk positioning at level 3 (RoRo meter), only adjusting the model portfolio here and there to reflect the, yet more uncertain, conditions.

  • 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.

  • Containerschiff

    Trump turns the screw

    For several weeks, the global wrangling over trade had somewhat faded into the background as an issue for the capital markets. At the beginning of May, however, the dispute between the US and China flared up again. New tariffs have already been approved. Meanwhile, the US president has imposed stricter sanctions on Iran. It is also nearing decision time for the US with regard to levies on car imports. In this instance, however, the signs are pointing towards an easing of tensions.

  • March 2019: Market news and expert views

    Market news and expert views: May

    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 02 May 2019)

  • Is Europe’s economy close to bottoming out?

    Is Europe’s economy close to bottoming out?

    Data published in recent days points to a mixed picture in terms of economic trends in the eurozone. While momentum in Germany appears to be slowing further, France and Spain are defying political turbulence to record strong growth. Looking ahead, the European Central Bank’s continuation of its expansionary monetary policy could prove to be an important pillar of support.

  • Spring Meetings

    IMF spring meeting in Washington: Mood more positive than expected

    Overall, the mood at the annual spring meeting of the International Monetary Fund (IMF) and the World Bank in Washington was less downbeat than might have been expected, judging by recent commentary on the sharp downgrades in IMF growth forecasts.

  • Beijing’s economic measures are taking effect

    Beijing’s economic measures are taking effect

    Thanks to the latest economic data to come out of China, investors have reason to be a bit more optimistic again. Little by little, the stimulus packages decided upon by the government appear to be having an effect. The positive impact of these measures is expected to continue into next year. However, the good data should not jeopardise a solution to the trade dispute.

  • A discussion with Dr Mauricio Vargas

    A discussion with Dr Mauricio Vargas

    2018 was a tough year for emerging markets. In addition to country-specific problems, rising yields in the US, the trade dispute and the global economic slowdown all took their toll. What are the main factors affecting the emerging markets during the current year? We discussed this question with Dr Mauricio Vargas, an economist at Union Investment.

  • Keep moving, please!

    Keep moving, please!

    Five theories about the European election and its significance for the capital markets

Our awards

Multi-asset desk of the year

Multi-asset desk of the year

In recognition of the strong processes and outstanding overall performance, Union Investment have won the 2017 Leaders in Trading Award in the category ‘Buy-side multi asset desk of the year’. The Award recognises the biggest achievers in algorithmic trading, buy-side trading and other specialist fields.

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.