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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

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    09. November 2022

    Universal Investment Group completes acquisition of EFA

    Universal Investment Group is pleased to announce that it has successfully completed the acquisition of Luxembourg-based financial services provider European Fund Administration (EFA). The agreement for the acquisition was signed in April and has recently been approved by the Commission de Surveillance du Secteur Financier (CSSF), the Luxembourg financial regulator.

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  • assetservicingtimes awards digital ESG Universal Investment
    News
    November 2022

    Universal Investment Group awarded twice at the assetservicingtimes Awards 2022

    The well-known UK industry magazine assetservicingtimes host every year the Industry Excellence Awards recognising the achievements of talented and dedicated firms, individuals and departments across the global asset services industry in more than 30 categories.

    Read More
  • Julius van Sambeck
    Partner News
    October 2022

    How to actively influence sustainable business models

    Asset manager Ethius Invest Schweiz – based in Lucerne and founded in 2018 – not only invests in sustainable companies, but also tries to actively influence them. The asset manager specialises in sustainable investing and valuation analysis, and seeks to increase the sustainability performance of the companies held in the Ethius Global Impact fund (ISINs DE000A2QCX03 (share class Inst EUR), DE000A2QCXY8 (share class Privat EUR)).
    Authors: Julius van Sambeck, Ethius Invest Schweiz Read More