Union Investment Group
The Union Investment Group at a glance
Our Group was founded by over a dozen cooperative banks within the cooperative financial network, plus a number of private banks. They brought together the private banks' decades of experience in fund management with the broad structure and values of the cooperative banks. Today, more than four million customers have placed their trust in us, demonstrating that this is a winning combination. We manage a volume of €343 billion (as at 31 March 2019), making us one of the leading fund management companies in Germany. The success of Union Investment enables people: our employees who are experts in their field with their strong Performance; our investors who trust us; and our strong partners in the cooperative financial network.
Our mission is to grow investors' assets
Assets under Management (total):
343 bn. Euro
thereof institutional assets:
199 bn. Euro
- As at 31 March 2019
Structure and areas of expertise
Union Asset Management Holding AG coordinates the activities of numerous subsidiaries, each of which is an expert in its particular field. This ensures that Union Investment has experts available to offer the best solutions for institutional investors and retail clients.
With over 3,000 employees, we are the fund management expert for institutional and private investors in the cooperative financial network.
Shareholder structure
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
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.
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.
Protecting investors is our priority
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
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, we seek to ensure sustainability in relation to the environment, employees, corporate citizenship and procurement.
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.
