Sprachen
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.

Universal Investment Middle Office Roland Schmidt Director Relationship Management Fund Initiators outsourcing settlement collateral management 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 looking forward to discussing how we can support you regarding your commission management or international fund licensing.
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

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