Regulatory Reporting for ManCo and AIFM

Key data at a glance

Factsheet –
your funds’
profile

Key data at a glance – for you and your investors

A factsheet contains per definition, the key data of your white label funds. In addition, the data is structured to provide your investors and potential investors with a quick and comprehensive overview. We are happy to prepare factsheets for you – as well as numerous other legally-required fund documents. The required publication is made in our fund selector, which has a dedicated section on our website.

Looking for a more individual approach? Let's make it happen.

Would you like your factsheets to fit your corporate design? And to tailor them more closely to your investors’ needs using specific graphics, key figures and individual classifications of master data? The creation of factsheets in different languages is also possible. Fully automated processes help you avoid manual errors and save valuable time.

We are happy to jointly develop a suitable solution for you and your white label funds with you and our expert partners.

Contact

We are happy to advise you on factsheets for your white label funds and on the different ways they can be customised.

New customers

Existing customers

Andreas Gessinger

Andreas Gessinger

Area Head of Relationship Management Fund Initiators

+49 69 71043 552

andreas.gessinger@universal-investment.com

Further topics

  • Press Release
    05. February 2026

    Professional investor’s Top 10 stock picks: A lack of orientation

    With six out of ten stocks allocated to US stocks, the country continues to dominate the ranking.  Two German corporates are among the top 10.
     

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  • Press Release
    22. January 2026

    Universal Investment Group signs agreement with Advisense to acquire FCG Fonder AB, strengthening presence in the Nordic region

    FCG Fonder AB brings around EUR 4.6 billion in assets under administration and a team of market-leading fund experts to Universal Investment Group. Acquisition accelerates Universal Investment’s growth strategy as Europe’s leading third-party ManCo and fund services provider.

     

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  • Press Release
    16. December 2025

    Universal Investment Group strengthens commercial leadership team with two senior appointments

    Antonio Soler is appointed Group Chief Commercial Officer, and Frank Becker named Head of Relationship Management for Asset Owners and Asset Managers in the DACH Region. Both appointments underscore the Group’s commitment to enabling client success.
     

    Read More
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