Case Study: Union Investment improves operational efficiency and fund management for nearly 1,000 funds with Oracle (APEX & Database)

Union Investment Improves Operational Efficiency and Competitiveness by Developing Intuitive Web Application to Manage 960 Investment Funds

Union Investment, a leading European asset manager with more than US$250 billion under management, faced the challenge of streamlining administration for about 960 investment funds. The firm needed 800 multifunctional staff to access complex fund master data (up to 500 fields) from a single system, remove spreadsheet-driven bottlenecks, enable non‑IT users to create and modify fund definitions, and speed up fund setup to stay competitive.

Working with Oracle Platinum Partner MT AG, Union Investment built FondsProfiler on Oracle Application Express and Oracle Database in 12 months, centralizing fund master data and complex asset classifications. The solution improved data quality, reduced operational costs, enabled rapid, self‑service fund setup and blended benchmarking, gave 800 users immediate desktop access and better reporting, and delivered a scalable, secure platform for faster product launches and ongoing process improvements.

Union Investment

Rolf Fillinger

Team Leader