Alternative investments for asset managers
Seeing and thinking differently.
Neither traditional nor conventional – innovative instead. Whether private equity or private debt, whether securitisation structures, hedge funds, equity investments, commodities or infrastructure, alternative investments have been gaining in importance over the last few years and have long since established themselves in the market as an asset class in their own right.
The advantages of alternative investments – namely portfolio risk diversification and potentially higher returns – should not be dismissed lightly. The asset class is also set to play a significant role in the move towards a sustainable economy, with sizeable investments in infrastructure and renewables already making a major contribution. It poses a challenge, though: the setup, administration and reporting of alternative investments is highly complex.
As your experienced structuring partner, we cover the entire service range for alternative investments. Institutional investors can expect ideas, solutions and a high level of commitment in the implementation of their alternative investments. The investment concept is executed via the Universal Investment platform. Depending on the project’s target, you can choose between fund domiciles in Germany, Luxembourg or Ireland.
Special structures Universal Investment and Universal Investment Luxembourg
Track record: invested capital of 90.5 billion euros and 220 active fund and securitisation structures for a wide range of investor groups – VAG investors, corporates and asset managers (As of September 2022).
A one-stop shop
Direct or indirect, fund of funds or special purpose vehicles? The structures that allow access to alternative investments differ significantly – as do your demands as an investor. Tax and supervisory regulation, level of experience dealing with the asset class, planned total investment, compliance with Solvency II, investment regulation or internal procedures – these all need to be considered. Alternatives are multi faceted investments. Given this, we offer you all these services from a single source in our one-stop shop.
Innovative drive and customised solutions
Extensive expertise, a wealth of experience and a professional, highly-innovative team that sees itself as a “brain hub” for its clients – these are the pre-requisites for a future-oriented and successful partnership. The team is consistently and actively professional as well as client-focused. And committed throughout to the success of the implementation.
Team.Work: Our team has an ideal setup to meet the needs of institutional investors and asset managers. What makes our team stand out is their innovative drive, their feel for marketable products and specific structures, as well as their aptitude for dealing with regulatory requirements.
Services at a glance
Strong at structuring
Extensive expertise in developing structures and analysing structuring memos, as well as in the entire structuring process including the overseeing of external project participants. Restructurings can also be carried out if required.
In-depth feedback loop
Listening to and learning from feedback helps us to constantly optimise our services. Feedback loops are the norm in our interaction with institutional investors and asset managers.
Quick to connect and open to using interfaces
It goes without saying that the interaction is seamless with other service providers such as custodians and auditors, as well as with tax and legal advisors, who may have been brought onboard by institutional investors and asset managers.
Everything from one source
AIFM services, experience in the entire spectrum of relevant investment structures, knowledge of the way structures work, their administration and reporting – all of these are available in a “one-stop-shop”.
Strong transaction management
Transaction managers ensure reliable processes. From the coordination of the due diligence process to the liaison with the investment advisor and fund manager of the target projects: the selection, contract negotiation, commissioning, contract negotiation and controlling of external project participants such as legal advisors and tax firms.
Platforms in Germany, Luxembourg and Ireland offer institutional investors and asset managers huge potential and flexibility for global investments in alternatives.
Investors will find solutions that cover all their needs in the alternative investments spectrum for private equity (including venture capital), private debt and securitisation structures in the context of investment-specific matters – depending on their structure, in Luxembourg, in Ireland and in Germany.