Setting up an archive for Union Investment

Frankfurt/Mannheim. Since August 2024, we have been supporting Union Investment in setting up a professional communications archive, from the initial concept development through to practical implementation. Two workshops – one on the basic structure and a later one on the finer details – resulted in a practical archive concept. We are currently handling the storage of the documents at our History Hub in Mannheim. At the same time, we are jointly exploring how AI-supported functions and an archive information system (AfIS) could be utilised in future to support research and archiving work.

Union Investment was founded in 1956 by 16 cooperative and private banks and developed rapidly thanks to early fund innovations such as UniFonds and UniGlobal. With the launch of its first investment portfolio in 1967 and the continuous expansion of its product range, the group grew to become one of Europe’s largest fund providers. Today, Union Investment manages around 534 billion euros (as of 2025) and serves several million clients.