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Data Management and Reporting
Universal Investment fund services data management reporting key data at a glance

Data management and reporting at a glance

A hive of activity behind the scenes

Strong reporting and comprehensive fund material combine the necessary with the useful

While reporting for your white label funds is a regulatory requirement, these documents provide your investors with meaningful information if they are done well. Our “PowerPortal” reporting tool enables you to access both standard and customisable reports on different modules and asset classes at all times. Thus enabling you to meet your investors’ needs perfectly.

 

Our ESG reporting meets the clients’ highly topical demand and also allows you to analyse whether your white label fund complies with sustainability criteria. As part of our partnership with Europe’s leading rating agency Scope Analysis, you gain access to tailored advisory services and customised analyses on investment concepts for white label funds.

We also provide standardised factsheets in addition to extensive reports that serve a wide range of investors. With pleasure we support you with the individualisation of these documents.

 

Good preparation is key – data management and reporting services at a glance

  • 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
  • UI labs Sim Corp Dimension software as a service Universal Investment

    Front office platform

    More about UI labs
  • Data management reporting fund factsheets and fund documents Universal Investment

    Key data at a glance

    More about factsheets
  • Partnership with Scope Analysis

    Fund evaluation and fund analysis: make your strong performance shine with marketing and distribution through our exclusive partnership.

    Learn more

Contact

With our data management and reporting services, you are not only well prepared for your pitches. We would like to present all the advantages to you in a personal exchange.

New customers

Marcus Kuntz

Marcus Kuntz

Area Head Sales & Fund Distribution

+49 69 71043 190

marcus.kuntz@universal-investment.com

Existing customers

Andreas Gessinger

Andreas Gessinger

Area Head Relationship Management Fund Initiators

+49 69 71043 552

andreas.gessinger@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