Institutional Investors

Navigating you to success

Structuring complex investments, minimising risks and increasing efficiency – these are the hallmarks of Universal-Investment, one of Germany’s most experienced and successful investment management companies (KVGs). We launched the first private-label fund in Germany in 1970, soon after entering the market, and are now leaders in this business. Two decades later, the launch of the first master fund again set new standards and established us more firmly than ever as a recognised pioneer and market leader in the Master KVG area.

With our 360° expertise, we act as a full-service partner for our clients, whom we support through a comprehensive range of potential investment vehicles from a single source across all asset classes and national borders. Institutional investors and prestigious asset managers appreciate our 360° expertise and have entrusted us with over 1,000 mandates.

Independence and transparency

Three principles guide all of our thoughts and actions: First: Client focus. Secondly: Independence. Thirdly: Transparency.

Source: GettyImages / Martin Barraud

Administration 5.0

For us, best-in-class, integrated structuring and administration of funds, securities, real estate and alternative asset classes relies on 5 cornerstones.

Consulting

  • Individual and comprehensive consulting on all aspects of fund inception, including the appropriate fund domicile (Germany / Luxembourg), investment vehicles and selection of international partners (e.g. custodians)
  • A key partner in one of the largest consulting teams in the industry

Analysis

  • In-depth regulatory, legal and tax review of investment structures
  • Identification of risks and optimisation of opportunities
  • Definition of investment objectives

Structuring

  • Structuring expertise across all major asset classes and alternative investment instruments in Germany and Luxembourg
  • Single-source process optimisation within the given regulatory, legal and tax framework
  • Guiding clients towards an individual, tailored solution based on predefined investment objectives

Administration

  • Efficient, single-source administration of securities, real estate, real assets and participations across all available investment vehicles in Germany and Luxembourg
  • Our comprehensive offering enables clients to truly manage their overall investment independently of investment types and domiciles

Reporting

  • State-of-the-art reporting for all institutional needs
  • Web-based access to customised reporting and ad hoc analyses via our PowerPortal
  • Individual analyses for risk and performance measurement

Our 360 service offering

Many routes, one destination: Perfection

Based on our comprehensive 360° service offering, we will always seek out the optimal solution for institutional investors that fits their requirements and interests. The pathways towards this goal are therefore as varied as our clients’ needs.

Universal-Investment - your partner for the future

Guiding you into the future

Nervousness in financial markets has increased and price volatility is trending ever higher. Investors therefore need skilled and seasoned partners to help them make the right set-up choices - now more than ever. Assets must be structured efficiently to account for the complexity of new investment formats and changes in the regulatory landscape.

As you embark upon the future, Universal-Investment will reliably guide you towards your destination. No matter whether you focus on traditional or alternative strategies, no matter which asset classes you emphasise - equities, fixed income, alternative investments or real estate - our 360° expertise provides you with the security and flexibility you need. We will also remain at your side when you venture abroad. The international expertise of our subsidiary Universal-Investment-Luxembourg S.A. and our share in the Austrian MASTERINVEST is entirely at your disposal. Are you ready to take on the future with us?

Further questions? Please contact us!