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Insourcing solutions outsourcing of the KVG middle and back office Universal Investment

Insourcing services for fund promoters and asset managers

Only the lighting concept or the entire event production

Administration services as unique
as your needs

When it comes to staging your investment story, you can make flexible use of our services. You can create a service package tailored to your preferences by selecting the modules that will help you most. Alternatively, you can entrust us with all aspects of administration and thus free yourself to focus on your grand entrance.

Our insourcing solutions - from modular to all encompassing

Universal Investment (UI) operates a powerful process and system architecture that - like the UI platform itself - is constantly being expanded. This efficient infrastructure offers a wide range of services that you can design individually and according to your needs. You decide which operations to outsource, and whether to do so partially or completely.



Partial outsourcing

You outsource certain operations to us – for example, middle office, performance and risk reporting or the investment limit check (ex-post). Simply combine our services with your own fund administration modules. You remain highly flexible and can always make adaptations to suit changing conditions.

Full outsourcing

The classic outsourcing of the KVG middle and back office. You transfer all downstream activities of your portfolio management to us. In addition, we offer you the technical infrastructure for an ex-ante investment limit check, including a fully comprehensive portfolio management solution as a software as a service solution. This gives you the space you need to focus on your core business.

Insourcing solutions modular outsourcing full outsourcing Universal Investment Source: Universal Investment
Marcus Kuntz
Having a single point of contact for all fund services makes working with us easy.
Marcus Kuntz, Area Head Sales & Fund Distribution, Universal Investment

Individual reports

The PowerPortal gives our fund promoters direct access to over 200 standard reports for a wide range of modules and asset classes. It’s not just the content of these reports that matters, but also the format. Information is updated daily and can be accessed via smartphone or tablet. Use our analyses and reports for your customer presentations – adaptable to your corporate design.

We are your team of experts

A specialist team of more than 1000 employees across the group ensures availability and speed of implementation for you. Our experts support you in all regulatory challenges.

Insourcing platform key facts

230

billion EUR assets under administration (insourcing)

> 4

billion EUR direct investments (insourcing)

> 500

funds/segments

4

countries: Germany, Luxembourg, Ireland, Austria

As of June 2023

Your advantages at a glance

You focus on your core competencies - we are your strategic partner for everything else.

  • Benefit from our client focus, quality, performance and efficiency.
  • Take advantage of our experience and focus that stems from over 50 years in fund administration.
  • Free your resources to focus on your core competencies.
  • Make use of our robust and efficient infrastructure.
  • Be assured that the latest regulatory updates and requirements for IT structures are implemented.
  • Remain flexible, whether you choose partial or complete outsourcing
  • Benefit from the variabilisation of your fixed costs and the use of economies of scale.

Learn more about our insourcing services

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

    Front office platform

  • Middle office

    Production assistant middle office. Save time and money in the settlement of your securities and in collateral management. Gain the freedom to focus on your core business. 

    Learn more
  • Administration

    The producer - our fund administration services. Comprehensive administration services for your white label funds: from fund launch to compliance.

    Learn more
  • 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

Contact

You are interested in our insourcing services? If so, let's talk.

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

You can also benefit from additional services

  • Fund structures

    Composition of your funds. Wide range of legal structures for funds in Germany, Luxembourg and Ireland - for the strategic orientation of your white label funds.

    Learn more
  • Distribution network services

    Basis for your fund sales: We ensure that your funds are visible to your national and international target audience. 

    Learn more
  • Fund marketing

    Create interest: Successful fund marketing does not happen by coincidence 

    Learn more
  • Fund distribution

    Boost your sales. We set the stage for your funds and actively support their distribution. We can help you to gain access to the institutional market in the DACH region.

    Learn more

Further topics

  • Alternative Investments
    News
    August 2023

    Private Equity: An (Asset) Class of Its Own

    Due to the current interest rate environment institutional investors have the opportunity to invest profitably in interest-bearing products again. This marks a new chapter for private equity. Many investors had been drawn to it over the last few years as a way to generate returns in low-interest environment. Over the past few years, many investors have sought out this asset class primarily to benefit from higher and stable returns in the low interest rate environment. So now, when one of the key fundamentals of the private equity boom changes, the question is how investors will react and what factors will gain increased importance when it comes to selecting providers and their respective products.
    Read More
  • Press Release
    03. August 2023

    Montrusco Bolton expands European presence in partnership with Universal Investment 

    Canadian asset management firm Montrusco Bolton expands its presence in Europe and internationally with a new fund for US Equities. The fund has been launched in collaboration with Universal Investment Group, one of the leading Super ManCos and fund administrators in Europe. 

    Read More
  • Katja Mueller
    News
    July 2023

    “Our clients are well-positioned on their journey into the future with us. “

    Chief Customer Officer Katja Mueller shares her insights in this spotlight interview about the possible future direction of the fund industry as a whole and explains why she is confident in the success of industry specialists.
    Authors: Katja Mueller, Universal Investment Read More