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

  • March 2019: Market news and expert views

    Market news and expert views: March

    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.

  • Record level of share buybacks

    Record level of share buybacks

    Last year saw a record volume of share buybacks announced. But in February of this year, a debate opened up about the advantages of such programmes, particularly in the US. Although the benefits to the individual company vary from case to case, the wider equity market is definitely benefiting from the renewed pickup in activity this year.

  • UIC

    Union Investment retains neutral risk positioning

    At its regular meeting on 25 and 26 February, the Union Investment Committee (UIC) maintained its neutral risk positioning. The RoRo meter thus remains unchanged at level 3. At the same time, however, the UIC has identified improvements to a number of key environmental factors, which points to ‘upward asymmetry’ for the capital markets going forward. The committee is therefore opening strategic positions in opportunity-oriented asset classes, particularly in fixed-income, commodity and currency segments.

  • Jens Wilhelm

    Outlook for 2019: time for fiscal action is approaching

    The pace of economic growth has dropped off around the world. "The slowdown is affecting Germany in particular, with almost all the downside factors converging there," says Jens Wilhelm, the member of Union Investment’s Board of Managing Directors responsible for portfolio management and real estate. Although Wilhelm is not anticipating a recession, he does believe that action needs to be taken. His advice for investors in this environment is to take an active, selective approach.

  • Main Tor Porta

    Union Investment 2018: Solid inflows in a challenging
    environment

    In a very challenging investment year, Union Investment generated net new business of €15.3 billion (2017: €25.1 billion). This equals two thirds of the industry’s total net inflows from a managedassets perspective in the German market. “Our net inflow figures are above the ten-year average. This means that 2018 was another strong year in our company’s history,” said Hans Joachim Reinke, Chief Executive Officer of Union Investment.

  • The Fed loosens the reins

    The Fed loosens the reins

    Until recently, financial market analysts were in agreement that the Fed would maintain its policy of steadily raising key interest rates over the course of 2019. Analysts now predict barely any further interest-rate hikes in 2019, and the markets are pricing in no further raises at all. What has occurred? And what does the shift mean for the capital markets?

  • Focusing on what matters most

    Focusing on what matters most

    The question of whether it is more lucrative to invest in a share index or a concentrated portfolio is not new. However, the advantages of broad diversification usually come at a hefty price for investors. Firstly because index investments often generate lower returns, and secondly because far fewer stocks are actually needed to create a sufficiently diversified portfolio than you might think.

  • First effects of global economic slowdown become apparent

    First effects of global economic slowdown become apparent

    Better than expected. Despite facing many adverse factors, US companies report respectable figures for the fourth quarter. Looking forward, however, profit expectations are likely to be overoptimistic. Which challenges will US businesses face this year? And what does that mean for investors in equities?

  • LuxFLAG

    For the first time, LuxFLAG has granted the ESG label to a German domiciled fund: UniNachhaltig Aktien Global

    LuxFLAG (Luxembourg Finance Labelling Agency) announces that it has granted the very first label to a German domiciled fund. Thus, the non-profit association already labels sustainable investment funds domiciled in four different European countries: Germany, Belgium, France and Luxembourg. The promoters and asset managers of the funds on their end are based in more than ten countries.

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.