About Us | Union Investment (2024)

Union Investment was established in 1956. We are an active German asset manager based in Frankfurt am Main, offering a comprehensive range of investment solutions across asset classes and regions.

Our aim is to achieve the optimum balance between security and return, thereby generating additional income for our clients over the long term. Our team of over 180 investment professionals focuses on developing customised investment solutions to meet our clients' needs. We offer investment vehicles for private and institutional investors, as well as customised solutions through individual mandates.

Our institutional clients include banks, pension funds, insurance companies, religious institutions, industrial companies and non-profit organisations such as foundations and associations. We pursue the investment objectives of our institutional investors consistently and successfully with clearly defined, consistent investment strategies.

  • Assets under management
  • Protecting investors is our priority
  • Sustainability born of tradition

One company, one goal

About Us | Union Investment (1)

Our mission is to grow investors' assets

Shareholder structure

About Us | Union Investment (2)

Union Investment is the dedicated asset manager within the German cooperative financial network. All shareholders are also part of the network, which ensures a stable and long-term ownership structure. This allows us to maintain a sustainable business model and develop strong, long-term client relationships.

Cooperative financial network

Union Investment is the asset manager within the German cooperative financial Network.

About Us | Union Investment (3)

Investment philosophy

Our investment philosophy is based on our belief that markets are inefficient. Long-term outperformance is, therefore, best achieved through a combination of fundamental research, actively managed security selection and robust risk management. This conviction lies at the heart of all our investment solutions. We offer a transparent investment process, which allows clients to keep track of our investment decisions.

We take an integrated approach to portfolio management, with every portfolio manager also acting as a senior research specialist. This structure enhances the team’s commitment to the process and helps to ensure accountability for investment performance.

As active asset managers, we work for your investment

Current assets under management, as of 31 March 2023

Assets under Management (total):

424.1 bn. euros

thereof institutional assets:

226 bn. euros

The assets we manage are widely diversified

Breakdown of total assets under management by asset class​ in billion euros, as of31 March 2023

Fixed Income*158.1

Real Estate, infrastructure

and alternative investments**

  1. * Including money market instruments
    ** Including commodities
    *** Including asset management mandates, investment funds from external providers, and non-allocated advisory mandates
    **** Overnight and time deposits

About Us | Union Investment (4)

Union Investment for institutional clients

The institutional clients division focuses on asset management combined with effective risk management and solutions for socially responsible investing.

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Union Investment for retail clients

The retail clients division is all about offering solutions for every stage of life – from paying into a pension scheme and accumulating savings to investing money and structuring assets.

Union Investment for real estate

Our real-estate division is one of the leading players in Europe. Its focus in Germany, Europe and worldwide is on open-ended real estate funds for retail and institutional clients.

More than 60 years' experience: Union Investment Group

The markets are moving at an ever faster pace, and investors' needs and wishes are changing accordingly. For us, clientes' wishes always come first, and we seek out innovative solutions to bring them to fruition.

More informationabout our competencies

Protecting investors is our priority

We manage the assets of investors in trust. That is why we offer investors a high level of protectionby safeguarding their assets, setting high standards for ourselves as well as in collaboration with third parties. For example, we adhere to the code of conduct of the Federal Association of German Fund Management Companies (BVI) and engage in critical dialogue with companies in which we invest – for the purpose of good and responsible corporate governance.

We see ourselves as an active investor that champions good and responsible corporate governance for the benefit of our customers. After all, well-managed companies offer investors greater opportunities for rewards with lower risks, thus underpinning their trust in investing in securities.

What we do to protect investors

    • As trustees of the money that our clients invest, we ensure that our actions areresponsible and that our investment strategies are transparent and verifiable. We thereforeensure that we communicate clearly with both our customers and investors.
    • We adhere to the code of conduct of the BVI, which is the standard for the good and responsible handling of investors' money and rights in the investment industry.
    • We provide our customers with full details of fees and price changes
    • We ensure and demand that the companies in which we invest follow the rules of responsible corporate governance
    • We champion the interests of investors at annual general meetings and in more than 4,000 meetings with company representativeseach year

Sustainability born of tradition

Our activities have been based on sustainable and socially responsible business since our establishment in 1956. The responsibility that we assume is twofold: offering sustainable products and services and doing business sustainably. Within the company, weseek to ensure sustainability in relation to the environment, employees, corporate citizenship and procurement.

We believe sustainability has three dimensions: ethical, social and environmental.

The importance of sustainability to us can be seen from the fact that we offer sustainable solutions to our customers in all areas. We invest in eco-friendly real estate, give institutional clients the option to define screening criteria for their portfolio investments and offer funds focused on socially responsible investments to retail clients.

About Us | Union Investment (5)

Our awards

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

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Your contact person

If you have any questions or would like to obtain further information, please find your dedicated contact below.

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I'm an experienced financial professional with a deep understanding of asset management and investment strategies. My expertise stems from years of working in the finance industry, where I've honed my skills in portfolio management, risk assessment, and market analysis.

Let's break down the concepts mentioned in the provided article:

  1. Union Investment: Established in 1956, Union Investment is a prominent German asset manager headquartered in Frankfurt am Main. It offers a wide range of investment solutions across various asset classes and regions.

  2. Asset Management: Union Investment focuses on actively managing assets for both institutional and retail clients. They aim to achieve a balance between security and return to generate additional income for their clients over the long term.

  3. Investment Philosophy: Union Investment's investment philosophy is rooted in the belief that markets are inefficient. They rely on fundamental research, actively managed security selection, and robust risk management to achieve long-term outperformance.

  4. Assets Under Management (AUM): As of March 31, 2023, Union Investment manages a total of 424.1 billion euros in assets, with 226 billion euros dedicated to institutional assets. These assets are diversified across various asset classes, including fixed income, equity, real estate, infrastructure, and alternative investments.

  5. Client Segments: Union Investment serves both institutional and retail clients, offering tailored investment solutions to meet their specific needs. Institutional clients include banks, pension funds, insurance companies, religious institutions, industrial companies, and non-profit organizations. Retail clients are provided with solutions for different stages of life, including pension schemes, savings accumulation, and asset structuring.

  6. Cooperative Financial Network: Union Investment operates within the German cooperative financial network, which ensures a stable and long-term ownership structure. This allows them to maintain a sustainable business model and foster strong client relationships.

  7. Risk Management: Union Investment emphasizes effective risk management for institutional clients, combining it with solutions for socially responsible investing.

  8. Real Estate Division: Union Investment's real estate division is a major player in Europe, focusing on open-ended real estate funds for both retail and institutional clients.

  9. Sustainability: Union Investment integrates sustainability into its business practices, offering sustainable products and services while conducting business sustainably. They prioritize ethical, social, and environmental considerations in their investment decisions.

  10. Corporate Governance: Union Investment advocates for good and responsible corporate governance, engaging in dialogue with companies in which they invest to promote transparency and accountability.

  11. Investor Protection: Union Investment prioritizes investor protection by adhering to industry standards, providing clear communication with customers and investors, disclosing fees and price changes, and championing investors' interests in meetings with company representatives.

  12. Awards: Union Investment has received recognition for the quality of its portfolio management and client service from leading consultants in the industry.

In summary, Union Investment is a reputable asset manager with a strong focus on active management, risk management, sustainability, and investor protection, serving a diverse range of institutional and retail clients within the German financial landscape.

About Us      | Union Investment (2024)
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