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.
Three principles guide all of our thoughts and actions: First: Client focus. Secondly: Independence. Thirdly: Transparency.
For us, best-in-class, integrated structuring and administration of funds, securities, real estate and alternative asset classes relies on 5 cornerstones.
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.
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?
German pension funds diversify their investments more strongly than the average German institutional investor and have restructured their portfolios significantly over the last few years. This is one ...
Author: Markus Neubauer
Ever tighter regulation places greater demands on fund reporting; at the same time, accurate performance and risk analyses become increasingly important. Carsten Steimer, product manager reporting ...
Author: Carsten Steimer