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Scope

Exclusive partnership with Scope Analysis

Spotlight on: fund distribution, fund evaluation & fund analysis

Make your strong performance shine with marketing and distribution

Right from your fund launch we are able to provide you, with tailored consulting services and standardised analyses of your investment concepts as part of our exclusive cooperation with Scope Analysis. Another strong and effective way to present your white label funds in the best light.

How fund evaluations and fund analyses can bolster your distribution efforts

Select tailored service components for your white label funds

The Peer-group analysis can be used as a preliminary review to support your positioning. It can help you assess your fund concept and sales potential even before your white label funds have even been launched. Scope Fund Rating analyses the standard of fund management with regards to performance and risk criteria vis-à-vis your peer group. Depending on the fund history, the evaluation takes qualitative as well as quantitative aspects into account. The Scope Investment Team Rating takes a close look at your fund’s investment team – regardless of fund structure – and helps you with your funds market positioning. Scope Analysis also offers fund monitoring and commentary on fund and market developments throughout your fund’s lifespan.

Roland Schmidt, Director Relationship Management Fund Initiators

The numerous advantages of teaming up with Scope Analysis

As a fund initiator, you receive access to peer-group analyses, rating reports, flyers and labels in addition to the classic service components. Furthermore, rating reports are published on the Scope Analysis platform, and, should you wish, a senior analyst can accompany you to important client meetings. The reports are available in several languages.

What our clients say

Scope Analysis' professional, in-depth analysis of our company and of Lloyd Fonds - European Hidden Champions provided invaluable feedback on our investment approach and an effective boost for our sales. 
Michael Schmidt, CIO, Lloyd Fonds AG

Contact

We are happy to discuss how we can provide the best support for you and for the distribution of your white label funds.
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

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