Global Investment Strategy


Our investment recommendations and portfolio strategies are the results of daily qualitative and quantitative analysis. In this respect, we rely upon UniCredit’s excellent economic research capabilities but also on other financial sources such as market data, global research or business trends from our external network.

Our Global Investment Strategy (GIS) - developed by a team of more than 50 well-experienced investment experts across Europe – leverages on three main strengths:

  • Independence

It is our responsibility to provide our clients with an independent view of markets and asset classes

  • Global view

Our strategy and research teams regularly assess the investment universe to securely guide clients through its complexity

  • Individual approach:

We take our clients’ personal preferences and risk exposure attitudes into account  in offering the most appropriate investment approach for their individual goals.


The nine investment principles

Spinning wheel animation


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