Asset management

Active portfolio management with Union Investment

Professionalism, dynamics and partnership – the asset management service consists in managing asset portfolios belonging to corporate customers, which may include numerous financial instruments. This assures adapting the investment strategies to the needs and preferences of investors. The offer is designed for customers who are interested in more flexibility in their own portfolios in comparison to conventional funds.

Asset management by experts

With the authorization of Union Investment to manage your cash and financial instruments, our experts make the most beneficial decisions while investing assets in the capital market. Those are always adapted to your needs, preferences regarding the composition of portfolio, the expected rate of return, and acceptable risk.

Advantages of professional portfolio management

  • Flexibility – you choose your portfolio management strategy based on the acceptable level of risk and investment horizon. Our experts are guided by your expectations and needs.
  • Security of investments – assets remain your property and they are deposited in separate accounts: cash and securities ones.
  • Transparency – you receive monthly reports with transaction statements, total assets at the end of the period, and any other necessary information.
  • Knowledge and experience – decisions are made by a professional team of Union Investment TFI managers.

Asset management strategies in Union Investment

Our experts make strategic decisions, taking into account your individual needs, preferences as to the portfolio’s structure, the expected rate of return, and acceptable risk.

Debt securities strategy Stable growth strategy Balanced strategy Equity strategy
Strategic allocation
Debt securities  100% Debt securities
70% shares 30%
Debt securities
50% shares 50%
shares 100%
Portfolio’s benchmark
EFFAS 1-5 30 % WIG, 70% EFFAS 1-3 50 % WIG, 50% EFFAS 1-3 WIG
Investor’s profile
Strategy beneficial for investors with low risk appetite, whose main objective is to preserve capital – even at the expense of lower income. Strategy designed for investors allowing low investment risk, whose priority is to preserve capital over medium-term horizon. Strategy beneficial for investors willing to invest in shares, accepting low level of portfolio volatility over long-term horizon. Strategy designed primarily for investors with a high level of risk appetite, interested in increasing the value of assets only over long-term horizon.
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Useful information

More detailed information about the asset management offer can be obtained by: