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.

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  • UIC

    Union Investment confirms neutral risk positioning

    At its regular meeting on 22 September 2020, the Union Investment Committee (UIC) has reaffirmed its neutral risk positioning (RoRo meter at level 3) as well as all weightings in the model portfolio: the overweighting of spread products and equities, and the underweighting of commodities. On the one hand, the positive trends are intact; on the other hand, the uncertainties have increased due to the pandemic, US elections and "peak policy".

  • Asbestos, glyphosate…PFAS?

    Asbestos, glyphosate…PFAS?

    The fact that chemical products are not necessarily beneficial in every respect and may be harmful to human health and the environment is well known, and not just since the controversy around Glyphosate. The parallels with the current debate about PFAS are quite striking. Are people and companies at risk of harm and loss on a similar scale to that caused by asbestos in the past century?

  • Fed’s changes impact on investment strategy

    Fed’s changes impact on investment strategy

    The year 2020 could go down in history as the year of uniquely low yields on government bonds because the US Federal Reserve has restructured its inflation target and will be prepared to tolerate bouts of higher inflation in future. This makes a nuanced internationalisation strategy necessary when it comes to portfolio investment.

  • A US election but no president?

    A US election but no president? What might happen on election day

    The election on 3 November to determine who will be the next US president will be staged under exceptional circumstances. The fact that the vote happens to be taking place during a global pandemic is just one of the challenges.

  • Brexit

    Post-Brexit: time is running out

    The transition period, during which the European Union (EU) and the United Kingdom (UK) can negotiate their future trade relationship after Brexit, expires at the end of 2020. If they fail to reach an agreement, there is a renewed threat that the UK will make a hard exit from the single European market. Time is running out, as neither side appears willing to yield.

  • Tech sector

    Autumn storms in the tech sector

    Exaggerated share price levels in the US tech sector have been somewhat mitigated by a sharp correction. But this is unlikely to be a major turning point. The prevailing environment of negative real returns and structural drivers such as digitalisation and automation may well continue to boost the appeal of this equity segment for investors.

  • March 2020: Market news and expert views

    Market news and expert views: September

    Economy, growth, inflation and monetary policy – the monthly report ‘Market news and expert views’ will keep you informed about the latest developments and our expert assessments. It will also give you a comprehensive review of and outlook for the relevant asset classes. (As at 4 September 2020)

  • Green Bond

    Green transformation with triple-A quality

    There has been strong demand from investors for Germany’s first green government bond. The country’s plan is to create a green Bund yield curve. Going forward, this should provide investors with more opportunities to diversify their portfolios through the addition of investment-grade green bonds.

  • Rapid coronavirus test

    Rapid coronavirus test – a game changer?

    New rapid coronavirus tests provide grounds for hope that it may be possible to return to normal life more quickly than expected. This has shored up the price of risk assets in recent days.

  • Three scenarios for the outcome of the US election

    Three scenarios for the outcome of the US election

    Is Joe Biden going to win the US presidential election race or will Donald Trump come out on top once again? Whether the next US government will be led by Democrats or Republicans has far-reaching implications for the capital markets. Union Investment has analysed three conceivable scenarios.

Our awards

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

FNG Label 2020

Six Union Investment funds received the FNG Label of approval for sustainable investment funds. 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.