Service Range for Institutional Investors
Transparent, reliable and consistent
Customised solutions for all asset classes
Every institutional investor is faced with individual challenges that in turn require an individual approach. Our experts understand the demands of your industry and can identify the right solutions – unbiased and with foresight.
What sets us apart is our innovative drive, our extensive expertise in setting up and implementing customised structures and our skillful navigation keeping regulatory requirements in mind.
We support you along the entire value chain or, if required, only in specific modules. Your personal relationship manager, with you from the very start. Improving business together.
Understanding the challenges, you face
We understand the specific demands of our times as well as the challenges these pose for institutional investors. Data- and cyber security is one example. We handle our investors’ data with the utmost care and consistency: our data servers are based in Germany and are hosted by our subsidiary Universal Investment IT-Services. Sustainability is equally important to us: we are committed to sustainability at our company and in the services that we provide to our investors. Our comprehensive ESG-Reporting sets reliable standards.
We understand the investment market and draw on our expertise to drive innovation in areas such as the Master Fund 2.0 and UI Enlyte platform for regulatory-compliant access to digital assets. With the help of solutions like the Master KVG, we ensure optimal investment management as well as comprehensive, transparent reporting and risk management. Services such as portfolio management and the subsectors of overlay, transition management and collateral pool management complement the product range.
As one of Europe’s leading fund service platforms and Super ManCos, we have been supporting institutional investors for more than 50 years. Developing customised solutions for the launch and administration of a wide range of asset vehicles for our clients is our driving force.
Asset classes at a glance
From securities to alternative investments, from real estate to digital assets. Universal Investment covers the entire spectrum of relevant legal wrappers and vehicles and is active in the fund domiciles of Germany, Luxembourg and Ireland.
The complete range of liquid securities in all relevant legal wrappers and vehicles.Read more
Alternative InvestmentsRead more
Real EstateRead more
UI Enlyte – the investment platform for digital assets that is based on Blockchain / Distributed Ledger Technology (DLT).Read more
Focused and with foresight
Rule-based portfolio management with overlay management and reporting across all asset classes and vehicles as well as ESG-Reporting ensure that portfolios are focused, comply with regulatory requirements as well as balance risks and opportunities.
Rule-Based Portfolio Management
Rule-based and customised management concepts. Including for investors whose assets are managed by other KVGs.Read more
Staying on TrackOverlay Management
Consolidated and comprehensive. Our web-based technological platform provides 24/7 reporting – including via smartphone or tablet.Reportings at a glance
Our partners' funds in focus
Compelling investment concepts from our fund partners
Our ChampionSeries offers a wide range of information on the interesting fund strategies of asset managers and investment boutiques on our platform.