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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.

Value Chain

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.

Institutional Investors Value Chain Source: Universal-Investment-Gesellschaft mbH

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

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.

  • Securities

    The complete range of liquid securities in all relevant legal wrappers and vehicles.

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  • Glass ball

    Alternative Investments

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  • Glass facade

    Real Estate

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  • Digital Assets

    UI Enlyte – the investment platform for digital assets that is based on Blockchain / Distributed Ledger Technology (DLT).

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Services

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.

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  • Coastal drive

    ESG-Reporting

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  • Serpentines

    Staying on Track

    Overlay Management
  • Reporting

    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

Complelling 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.

Contact

Let's work together to find the right solution for you. We would be happy to introduce to you our comprehensive services.

Markus Neubauer

Managing Director

+49 69 71043 102

markus.neubauer@universal-investment.com
Marcus Kuntz

Marcus Kuntz

Area Head Sales & Fund Distribution

+49 69 71043 190

marcus.kuntz@universal-investment.com
Jochen Meyers

Jochen Meyers

Area Head Relationship Management Institutional Investors

+49 69 71043 460

jochen.meyers@universal-investment.com

More topics

  • Michael Reinhard and Katja Müller
    News
    April 2021

    Our clients’ needs are central to our business

    The coronavirus pandemic is also weighing heavily on the financial sector. Universal Investment has nevertheless kept its sights firmly set on its key goal of becoming Europe’s leading fund service platform for all asset classes. In this interview with universal spotlight, Michael Reinhard, CEO, and Katja Müller, CCO, both at Universal Investment, discuss the strategy the company has been following to achieve its goal as well as how Universal Investment and its clients have fared so far in the pandemic.
    Authors: Michael Reinhard, Katja Müller Read More
  • UI Enlyte
    News
    December 2020

    Universal Investment Group launches one of the first investment platforms for digital assets

    Universal is accelerating its ambitions towards the digital fund: With Enlyte the group is making its debut in the digital asset world. The group’s new company offers an in-house developed modular investment platform based on distributed ledger technology.
    Authors: Michael Reinhard, Daniel Andemeskel Read More
  • Alternative Investments and ESG
    News
    October 2020

    Alternative Investments and ESG: on the way to becoming the normality

    Considerable progress has been made of late in terms of ESG risk ratings and reporting in liquid investments such as shares and bonds. The demand for alternative investments that conform with ESG principles is rising as well. Without doubt this asset class in particular will contribute to the sustainable investment sector. Adhering to ESG criteria can furthermore improve risk assessments for long-term investors – although the requirements are complex.
    Authors: Dr. Sofia Harrschar, Robert Bluhm Read More