Data Management and Reporting

Data management and reporting at a glance

A hive of activity
behind the scenes

Strong reporting and comprehensive fund material combine the necessary with the useful

While reporting for your white label funds is a regulatory requirement, these documents provide your investors with meaningful information if they are done well. Our “PowerPortal” reporting tool enables you to access both standard and customisable reports on different modules and asset classes at all times. Thus enabling you to meet your investors’ needs perfectly.

 

Our ESG reporting meets the clients’ highly topical demand and also allows you to analyse whether your white label fund complies with sustainability criteria. As part of our partnership with Europe’s leading rating agency Scope Analysis, you gain access to tailored advisory services and customised analyses on investment concepts for white label funds.

We also provide standardised factsheets in addition to extensive reports that serve a wide range of investors. With pleasure we support you with the individualisation of these documents.

 

Good preparation is key – data management and reporting services at a glance

Contact

With our data management and reporting services, you are not only well prepared for your pitches. We would like to present all the advantages to you in a personal exchange.

New customers

Existing customers

Andreas Gessinger

Andreas Gessinger

Area Head of Relationship Management Fund Initiators

+49 69 71043 552

andreas.gessinger@universal-investment.com

Further topics

  • Press Release
    03. September 2025

    Asset management boutiques turn to outsourcing and international expansion amid mounting commercial pressures

    52% of boutiques plan to outsource services, while 49% plan international expansion within the next 12-24 months as firms grapple with regulatory pressure and margin erosion 

    Read More
  • Press Release
    02. September 2025

    Universal Investment Group appoints Hilton Hess as Chief Financial Officer

    UI Group further strengthens its C-suite with the addition of a seasoned leader from the funds services industry. Hilton Hess brings over 35 years of international Finance experience.

    Read More
  • News
    August 2025

    Navigating Industry Shifts: A Conversation with Francesca McDonagh

    At the 2025 IMPower FundForum in Monaco, our Group CEO Francesca McDonagh sat down with broadcaster Emma Walden to discuss the rapidly evolving landscape of asset management.

    Read More
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