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, says: “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,” says 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.”


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