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Insourcing Services for Fund Promoters and Asset Managers

Only the lighting concept or the entire event production

Administration services as unique as your needs

When it comes to staging your investment story, you can make flexible use of our services. You can create a service package tailored to your preferences by selecting the modules that will help you most. Alternatively, you can entrust us with all aspects of administration and thus free yourself to focus on your grand entrance.

Our insourcing solutions - from modular to all encompassing

Universal Investment (UI) operates a powerful process and system architecture that - like the UI platform itself - is constantly being expanded. This efficient infrastructure offers a wide range of services that you can design individually and according to your needs. You decide which operations to outsource, and whether to do so partially or completely.



Partial outsourcing

You outsource certain operations to us – for example, middle office, performance and risk reporting or the investment limit check (ex-poste). Simply combine our services with your own fund administration modules. You remain highly flexible and can always make adaptations to suit changing conditions.

Full outsourcing

The classic outsourcing of the KVG middle and back office. You transfer all downstream activities of your portfolio management to us. In addition, we offer you the technical infrastructure for an ex-ante investment limit check, including a fully comprehensive portfolio management solution as a software-as-a-service solution. This gives you the space you need to focus on your core business.

Source: Universal Investment
Marcus Kuntz
Having a single point of contact for all fund services makes working with us easy.
Marcus Kuntz, Area Head Sales & Fund Distribution, Universal Investment

Individual Reports

The PowerPortal gives our fund promoters direct access to over 200 standard reports for a wide range of modules and asset classes. It’s not just the content of these reports that matters, but also the format. Information is updated daily and can be accessed via smartphone or tablet. Use our analyses and reports for your customer presentations – adaptable to your corporate design.

We are your team of experts

A specialist team of more than 1000 employees across the group ensures availability and speed of implementation for you. Our experts support you in all regulatory challenges.

Insourcing Platform Key Facts

201

billion € assets under administration (insourcing)

19

billion € direct investments (insourcing)

> 500

funds/segments

4

countries: Germany, Luxembourg, Ireland, Austria

As of November 2021

Your advantages at a glance

You focus on your core competencies - we are your strategic partner for everything else.

  • Benefit from our client focus, quality, performance and efficiency.
  • Take advantage of our experience and focus that stems from over 50 years in fund administration.
  • Free your resources to focus on your core competencies.
  • Make use of our robust and efficient infrastructure.
  • Be assured that the latest regulatory updates and requirements for IT structures are implemented.
  • Remain flexible, whether you choose partial or complete outsourcing
  • Benefit from the variabilisation of your fixed costs and the use of economies of scale.

Learn more about our insourcing services

  • Front office platform

  • Middle Office

    Production assistant Middle Office. Save time and money in the settlement of your securities and in collateral management. Gain the freedom to focus on your core business. 

    Learn more
  • Administration

    The producer - our fund administration services. Comprehensive administration services for your white label funds: from fund launch to compliance.

    Learn more
  • Fund Reporting

    Your funds reviewed. We provide you with various reports across all asset classes and fund vehicles: regulatory reporting, ESG reporting, risk analyses and more.

    Learn more

Contact

You are interested in our insourcing services? If so, let's talk.
Marcus Kuntz

Marcus Kuntz

Area Head Sales & Fund Distribution

+49 69 71043 190

marcus.kuntz@universal-investment.com

Andreas Gessinger

Andreas Gessinger

Area Head Relationship Management Fund Initiators

+49 69 71043 552

andreas.gessinger@universal-investment.com

You can also benefit from additional services

  • Fund structures

    Composition of your funds. Wide range of legal structures for funds in Germany, Luxembourg and Ireland - for the strategic orientation of your white label funds.

    Learn more
  • Distribution Network Services

    Basis for your fund sales: We ensure that your funds are visible to your national and international target audience. 

    Learn more
  • Fund Marketing

    Create interest: Successful fund marketing does not happen by coincidence 

    Learn more
  • Fund Distribution

    Boost your sales. We set the stage for your funds and actively support their distribution. We can help you to gain access to the institutional market in the DACH region.

    Learn more

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