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
    16. December 2025

    Universal Investment Group strengthens commercial leadership team with two senior appointments

    Antonio Soler is appointed Group Chief Commercial Officer, and Frank Becker named Head of Relationship Management for Asset Owners and Asset Managers in the DACH Region. Both appointments underscore the Group’s commitment to enabling client success.
     

    Read More
  • Press Release
    14. December 2025

    Universal Investment Group advances growth strategy as UI efa joins the Universal Investment brand

    This strategic move accelerates UI Group’s global growth journey and its evolution into a one-stop shop, offering a comprehensive range of fund services for all client needs. It also underscores the Group’s commitment to delivering a consistent client experience world-wide.

    Read More
  • Press Release
    11. December 2025

    Universal Investment Group enters active ETF market to meet growing client demand

    It is a platform and framework launch for white-label active ETF products. The new active ETF value proposition completes the service offering for active asset managers.

    Read More
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