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Institutional investors

Service Range for Institutional Investors

Transparent
Reliable
Consistent

Customised Solutions for all Asset Classes

Every institutional investor is faced with individual challenges that in turn require an individual approach. Our experts understand the demands of your industry and can identify the right solutions – unbiased and with foresight.

What sets us apart is our innovative drive, our extensive expertise in setting up and implementing customised structures and our skillful navigation keeping regulatory requirements in mind.

From securities to alternative investments, from real estate to digital assets.
Universal Investment covers the entire spectrum of relevant legal wrappers and vehicles and is active in the fund domiciles of Germany, Luxembourg and Ireland.

Value Chain

We support you along the entire value chain or, if required, only in specific modules. Your personal relationship manager, with you from the very start. Improving business together.

Institutional Investors Value Chain
Source: Universal-Investment-Gesellschaft mbH

Understanding the challenges, you face



We understand the specific demands of our times as well as the challenges these pose for institutional investors. Data- and cyber security is one example. We handle our investors’ data with the utmost care and consistency: our data servers are based in Germany and are hosted by our subsidiary
UI Information Technologies. Sustainability is equally important to us: we are committed to sustainability at our company and in the services that we provide to our investors. Our comprehensive ESG reporting  sets reliable standards.

We understand the investment market and draw on our expertise to drive innovation in areas such as the Master Fund 2.0 and UI Enlyte platform for regulatory-compliant access to digital assets.

With the help of solutions like the master KVG, we ensure optimal investment management as well as comprehensive, transparent reporting and risk management. Services such as portfolio management and the subsectors of overlay, transition management and collateral pool management complement the product range.

As one of Europe’s leading fund service platforms and Super ManCos, we have been supporting institutional investors for more than 50 years. Developing customised solutions for the launch and administration of a wide range of asset vehicles for our clients is our driving force.

Services

Focused and with foresight

Rule-based portfolio management with overlay management and reporting across all asset classes and vehicles as well as ESG reporting ensure that portfolios are focused, comply with regulatory requirements as well as balance risks and opportunities.

Contact

Let's work together to find the right solution for you. We would be happy to introduce to you our comprehensive services.
Marcus Kuntz

Marcus Kuntz

Area Head Sales & Fund Distribution

+49 69 71043 190

marcus.kuntz@universal-investment.com

Jochen Meyers

Jochen Meyers

Area Head Relationship Management Institutional Investors

+49 69 71043 460

jochen.meyers@universal-investment.com

Further topics

  • Universal Investment leading third party ManCo & AIFM in Luxembourg again
    News
    May 2024

    Leading third party ManCo & AIFM in Luxembourg again

    PwC analyses 300 ManCos in its annual "Observatory for Management Companies" - and the Universal Investment Group performs excellently thanks to its many successful fund launches with asset managers and asset owners. The Luxembourg-based ManCo is once again the largest third-party ManCo in the Grand Duchy and is also ranked first in the top 10 largest Luxembourg AIFMs.
    Read More
  • universal spotlight Ireland
    News
    May 2024

    Three fund domiciles under one roof

    For some time now, Universal Investment has been offering the option of launching funds in Ireland – in addition to Germany and Luxembourg. What does this mean for fund initiators who can now choose between the three main European fund hubs? How has the new domicile with the ISIN code “IE” been received? And what advantages can Universal Investment offer to fund initiators and institutional investors through its standardised reporting across three domiciles?
    Read More
  • Alternative investments gain momentum
    News
    May 2024

    Alternatives gaining traction in German structures

    There is movement in the market for alternative investments. Luxembourg remains the leading choice for registering investment vehicles. However, more and more fund initiators and investors are opting for German structures such as Alternative Investment Funds (AIF) or Open-Ended Infrastructure AIFs (OIS).
    Read More