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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

More Topics

  • Press Release
    13. February 2023

    Universal Investment launches Pella’s first investment strategy in Europe

    Universal Investment announces the launch of the Pella Global Securities Sustainable Fund (LU2564817075) in Europe as part of the UI I umbrella fund. Universal Investment’s partnership with Pella Funds Management is its first cooperation with an Australian asset manager and offers investors access to Pella's expertise which they habe been applying successfully in ESG strategies since 2005. In addition of acting as fund service platform, Universal Investment supports Pella with digital marketing expertise delivered by UI subsidiary CAPinside.
    Read More
  • Third Party ManCo Top 150 Awards
    News
    February 2023

    Universal Investment awarded as one of the Top 150 companies in Luxembourg

    Who truly powers the Luxembourg economy? To answer this simple questions, Luxembourg news platform “Luxembourg Official” analysed hard data to identify in 15 categories such as bank, insurance or private equity to reduce bias as much as possible. Therefore, Universal Investment Group is proud to be awarded as biggest third-party ManCo with its Luxembourg fund hub.
    Read More
  • Partner News
    January 2023

    In an uncertain environment: Earning visibility is key

    Jordan Cvetanovski, CIO and Portfolio Manager at Pella Funds Management, analyses the current market environment with a special focus on inflation and rates. Who will win? The Federal Reserve or the markets? What impacts are high inflation and rising rates having on the UI I – Pella Global Securities Sustainable fund that was launched in January.

    Authors: Jordan Cvetanovski, Pella Funds Management Read More