Regulatory Reporting for ManCo and AIFM

Key data at a glance

Factsheet –
your funds’
profile

Key data at a glance – for you and your investors

A factsheet contains per definition, the key data of your white label funds. In addition, the data is structured to provide your investors and potential investors with a quick and comprehensive overview. We are happy to prepare factsheets for you – as well as numerous other legally-required fund documents. The required publication is made in our fund selector, which has a dedicated section on our website.

Looking for a more individual approach? Let's make it happen.

Would you like your factsheets to fit your corporate design? And to tailor them more closely to your investors’ needs using specific graphics, key figures and individual classifications of master data? The creation of factsheets in different languages is also possible. Fully automated processes help you avoid manual errors and save valuable time.

We are happy to jointly develop a suitable solution for you and your white label funds with you and our expert partners.

Contact

We are happy to advise you on factsheets for your white label funds and on the different ways they can be customised.

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
    21. April 2026

    Universal Investment Group supports growth strategy with two C-Suite appointments

    Universal Investment Group appoints Dr. Alva Devoy as Chief Strategy and Transformation Officer and Regina Bertram-Pfister as Chief Human Resources Officer. Appointments strengthen the Group’s senior leadership team and support the delivery of its long-term growth strategy 

    Read More
  • News
    February 2026

    Alternatives in 2026: Why Institutional Demand Remains Strong – and What Managers Need to Get Right

    Institutional interest in alternatives and private markets remains strong, and industry estimates suggest that allocations will keep rising and could account for 20-30% of institutional portfolios over time. 

    Author: Markus Bannwart Read More
  • Press Release
    05. February 2026

    Professional investor’s Top 10 stock picks: A lack of orientation

    With six out of ten stocks allocated to US stocks, the country continues to dominate the ranking.  Two German corporates are among the top 10.
     

    Read More
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