Sprachen
Cockpit

Rule-Based Portfolio Management

Individual and effective

Rule-Based Portfolio Management

Whether for overlay management, passive portfolio management, ESG or enhanced beta strategies – rule-based portfolio management concepts can help ensure returns are optimised and risks limited.



Universal Investment offers a broad range of products and services, from standardised concepts to tailored solutions. And, should you wish, all our portfolio management concepts can also be offered to investors whose assets are managed by other key account management companies.

Collateral pool, transition and liquidity management as well as trading completes the range of supplementary portfolio management service.

The portfolio management team manages totaling around 52.5 billion euros for institutional investors, asset managers and external master investment companies – expertly, professionally, successfully, transparently and at a competitive price (as of December 2021).

Graph Rule-based portfolio management concepts

Portfolio Management Services

Indispensable: efficiency and transparency

Professional portfolio management services such as collateral pool and transition management are key to ensuring more efficient investments. They help institutional investors manage their investments efficiently and in a cost- and risk-optimised way. Particularly when it comes to transition management. Additional services include liquidity management and trading.

Contact

Let's work together to identify the best portfolio management strategy for you. We look forward to sharing ideas with you.

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