Union Investment Streamlines Portfolio Analytics and Risk Management with Bloomberg

Union Investment (Union), one of the leading fund management companies in Germany, has adopted PORT Enterprise, Bloomberg’s advanced portfolio and risk analytics solution, to streamline its portfolio management workflows. The solution provides Union’s portfolio managers with market-leading risk and attribution models, detailed portfolio analytics and reporting functionality.

Benny Gärtner, Head of Equity Portfolio Management from Union Investment, said: “PORT Enterprise has enabled us to streamline our investment processes, track portfolio risk and performance and visualize holdings selecting different criteria. Bloomberg also helps us report efficiently via a multifactor model, and optimize asset allocation through smart data querying via an API feeding into our optimization tool. We were particularly impressed by how easy and quick the implementation went despite the pandemic, with critical remote support and regular discussions to evaluate adaptations to Union’s specific workflows.”

“Bloomberg is well-positioned to help Union with scalable solutions enhancing collaboration and providing better decision-support,” said Ian Peckett, Bloomberg’s global head of buy-side product. ‟We provide buy-side solutions that support our clients across the entire investment process, delivering a range of tools to increase efficiency and better serve their customers.”

Union also uses Bloomberg’s Research Management Solution for research procurement, entitlement, interaction analysis and the research vote process (see link to press release).

Bloomberg’s Buy-Side solutions, which include AIM and PORT Enterprise, are used by some of the largest asset managers, hedge funds, insurance companies, pension funds and government agencies. Bloomberg AIM is a leading order management system (OMS), used by nearly 15,000 professionals at over 900 client firms in over 90 countries to manage more than $17 trillion in assets, and PORT is a multi-asset portfolio and risk analytics solution that provides investors with the tools to implement optimal investment portfolio strategies. PORT Enterprise is a premier solution that also delivers enhanced reporting capabilities that are powered by advanced risk models. PORT and PORT Enterprise are used by 93 of the top 100 asset managers and has 47,000 active users globally.

This press release is available in German here.

About Union Investment

For over 60 years now the Union Investment Group has been a reliable asset management partner to both retail and institutional investors. What distinguishes the company as a portfolio management expert throughout the cooperative financial network is its strong partnership ethos and the exceptional professionalism in everything it does. More than four million investors have placed their trust in its wealth of experience, making Union Investment one of Germany’s leading providers, with some €368 billion in assets under management. Offering a total of 1,251 investment funds, the company delivers solutions involving equity funds, fixed-income funds, money market funds, mixed funds, funds of funds, guarantee funds and open-ended real estate funds.

About Bloomberg

Bloomberg, the global business and financial information and news leader, gives influential decision makers a critical edge by connecting them to a dynamic network of information, people and ideas. The company’s strength – delivering data, news and analytics through innovative technology, quickly and accurately – is at the core of the Bloomberg Terminal. Bloomberg’s enterprise solutions build on the company’s core strength: leveraging technology to allow customers to access, integrate, distribute and manage data and information across organizations more efficiently and effectively. For more information, visit Bloomberg.com/company or request a demo.

Union media contacts
Sinan York Temelli, sinanyork.temelli@union-investment.de, +49 69 2567-2935

Bloomberg media contacts
Anna Schoeffler, aschoeffler1@bloomberg.net, +44 7825 722 402
Gauri Andriks, gandriks@bloomberg.net, +1 (212) 617-6361