MEAG

Name

MEAG

Legal name

MEAG MUNICH ERGO AssetManagement GmbH

Website

https://meag.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

501–1,000 employees

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Other Financial Investment Activities (5239)

SIC

Investment Advice (6282), Real Estate Dealers (For Their Own Account) (6532)

akta.pro primary industry

Real Estate Portfolio & Fund Management (Institutional/REIT/PE) (BPAJAMAJ)

akta.pro secondary industries

Multi-Asset ESG / Sustainable Allocation Strategies (FSAAAJAK), ESG Integration / Responsible Investment Funds (Broad ESG) (FSANAJAL), Sustainable/ESG Equity (Active) (FSAAAIAM), International/Ex-U.S. Developed Equity (Active) (FSAAAIAE)

Keywords

• Asset management services
• Investment fund management
• Real estate investment
• Infrastructure investments
• Portfolio management

Headquarters

HQ city

München

HQ country

Germany

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Fund Management Fees: MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH manages retail and special investment funds with various investment focuses, generating revenue through management fees calculated on assets under management. The company is monitored by BaFin as dictated by German investment law.
2. Financial Portfolio Management: Financial and real estate portfolio management as well as investment advisory services for Munich Re Group companies
3. Real Estate Rental Income: MEAG rents both commercial and residential real estate properties, generating rental income from tenants
4. Institutional Portfolio Management: Individually tailored investment management services to institutional investors outside Munich Re Group, generating management fees

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

MEAG manages investment portfolios across all major asset classes — fixed income securities, equities, real estate, renewable energies, and infrastructure — for Munich Re Group, ERGO Group, external institutional investors, and private retail clients in Europe, Asia, and North America. The company operates through two entities: MEAG MUNICH ERGO AssetManagement GmbH for internal group portfolio management and MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH as a BaFin-supervised capital management company serving external institutional and retail clients.

Product overview

MEAG offers a comprehensive suite of investment products managed across multiple asset classes. The core offering includes bond funds (MEAG EuroRent, MEAG EuroFlex, MEAG Short-Term High Yield), mixed funds (MEAG EuroBalance, MEAG EuroErtrag, MEAG EuroKapital, MEAG ReturnSelect), and equity funds (MEAG EuroInvest, MEAG Dividende, MEAG ProInvest, MEAG AktienSelect, MEAG GlobalAktien). Additional offerings include fund of funds (MEAG GlobalBalance DF, MEAG GlobalChance DF), alternative assets (MEAG Sustainable Forestry Equity Fund, MEAG Infrastructure Debt Fund series), and real estate funds (MEAG EuroPro, MEAG SuperStores II, MEAG German SuperStores). The ERGO Vermögensmanagement series provides multi-asset solutions for retail clients. All products are distributed through institutional and retail channels, with digital services like the MEAG Mieter-App supporting tenant relationships.

Differentiator

Problem solved

Functional benefit

Products and services

• MEAG EuroBalance A certified mixed-asset fund portfolio with a risk-return profile designed to achieve long-term investment objectives, recognized for its sustainable investment approach.
• ERGO Vermögensmanagement A multi-asset fund series offered in three variants (Robust/conservative, Ausgewogen/balanced, Flexibel/flexible) designed for different retail investor risk profiles.
• MEAG EuroRent A bond fund investing primarily in European fixed-income securities.
• MEAG EuroFlex A flexible bond fund with dynamic duration and country allocation.
• MEAG EuroKapital A mixed fund combining equity and bond investments for balanced growth.
• MEAG EuroInvest An equity fund investing primarily in European stocks with a focus on capital appreciation.
• MEAG Dividende An equity fund focused on dividend-paying stocks across European markets.
• MEAG ProInvest An equity fund designed for institutional investors seeking professional portfolio management.
• MEAG AktienSelect A select equity fund with active stock picking across global markets.
• MEAG GlobalAktien A global equity fund providing worldwide stock market exposure.
• MEAG GlobalBalance DF A fund of funds providing diversified global asset allocation across multiple MEAG funds.
• MEAG GlobalChance DF A fund of funds with higher growth orientation through global equity exposure.
• MEAG ReturnSelect A multi-asset fund offering flexible return optimization strategies for institutional clients.
• MEAG Short-Term High Yield A short-duration high yield bond fund targeting enhanced returns through credit diversification.
• MEAG Sustainable Forestry Equity Fund A specialized fund investing in sustainable forestry assets globally.
• MEAG Infrastructure Debt Fund (series I, II, III) A series of funds providing debt financing for infrastructure projects across Europe for institutional investors.
• MEAG EuroPro A commercial real estate fund focused on German and European properties.
• MEAG SuperStores II A real estate fund specializing in retail warehouse and specialist retail properties.
• MEAG German SuperStores A German-focused real estate fund investing in retail warehouse properties.
• MEAG Mieter-App A tenant mobile application enabling residents to manage their rental relationship, access information, and communicate with MEAG property management.

Quantifiable outcome

• 231 MWh battery storage facility commissioned at Battery Park Metelen with predictive lifetime optimization
• +2 more outcomes

Named customers6 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Two partnerships are on record, tiered core.

• SMA AltensocoreStrategic or Co-development Partner · 26 May 2026SMA Altenso, a system integrator subsidiary of SMA, has successfully commissioned its first in-house developed large-scale battery energy storage system for MEAG at Battery Park Metelen in North Rhine-Westphalia, Germany. The facility delivers 92.5 MW power and 231 MWh capacity, providing balancing services for frequency regulation and grid stabilization. Altenso transferred ownership to MEAG while retaining operations and maintenance responsibilities. The companies are collaborating on a second, larger storage facility in Hoexter with 130 MW and 354 MWh capacity.
• ACCURE Battery IntelligencecoreTechnology or Integration · 8 December 2025MEAG selected ACCURE Battery Intelligence as its predictive analytics partner to support commissioning and continuous monitoring of its 231 MWh battery energy storage system in Germany. The collaboration aims to proactively de-risk the investment by minimizing unplanned downtime, optimizing degradation strategies, and extending the overall lifetime of one of Germany's largest grid-scale storage facilities. ACCURE's platform provides health tracking, automated performance alerts, and actionable lifetime optimization strategies.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Union Investment: Germany's largest cooperative-bank-affiliated asset manager, offering retail and institutional funds across multi-asset, equity, fixed income, and real estate. Highly comparable to MEAG in product breadth, German retail fund scale, and institutional real estate franchise.
• DWS Group: One of Europe's largest asset managers, listed spin-off of Deutsche Bank, with deep multi-asset, equity, fixed income, and real estate offerings. Comparable to MEAG in asset-class coverage and institutional/retail dual distribution.
• DekaBank (Deka Group): German Sparkassen-affiliated asset manager running mutual funds, institutional mandates, and real estate (Deka Immobilien). Highly comparable parent-bank captive model and institutional real estate focus to MEAG.
• Allianz Global Investors: P&C-insurance-affiliated global asset manager servicing institutional and retail clients across fixed income, equity, multi-asset, and alternatives. Structurally analogous to MEAG as the captive asset arm of a major European insurer.
• Commerz Real: German closed-end real estate fund manager focused on institutional real estate investments in Europe. Directly comparable to MEAG's institutional real estate fund platform and Scope Award-level real estate franchise.
• Ampega Investment: HDI/Talanx-affiliated German asset manager offering insurance-aligned multi-asset and real estate solutions. Comparable captive insurance-AM model and German institutional retail distribution.
• Deka Immobilien: Real estate fund arm of the Deka Group, focused on European institutional real estate investment. Direct competitor to MEAG's institutional real estate fund range (MEAG EuroPro, SuperStores) within the German/European market.

Broad incumbents

• BNY Mellon Investment Management: Global multi-affiliate asset manager with institutional fixed income, equity, and alternatives franchises. Comparable to MEAG at the institutional mandates and operational scale level, though with a much broader product scope.
• Goldman Sachs Asset Management: Global alternatives- and multi-asset-led asset manager with growing infrastructure and energy transition mandates. Comparable to MEAG in institutional multi-asset and infrastructure debt investing, though much larger and geographically broader.

Emerging players

• Aberdeen Standard Investments (abrdn): European-anchored global asset manager with multi-asset and ESG franchise. Comparable to MEAG in multi-asset institutional and ESG product set, with stronger UK distribution.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks5 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UCysPKMXp_PIiTF-M9UzJiIw
• LinkedInlinkedin.com/company/meag
• Instagraminstagram.com/maerkte.und.trends.podcast

Revenue estimate

Valuation estimate

Number of profiles

Profiles17 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments8 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about MEAG