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Securities for Institutional Investors

Securities: Past – Present – Future

The asset class is part of our DNA

Competence and experience are a must if you want to establish the right investment set-up. With lean structures, automated processes, expertise in tax, corporate, supervisory and investment law, as well as more than 50 years’ experience in the securities asset class, we provide institutional investors with the professionalism they expect and need in their investments.

Our fund service platform is designed to cover the entire spectrum of liquid securities in all relevant legal wrappers and structures.

Exercising caution on your behalf



Our wide range of controls includes automated investment limit checks, an extensive feasibility analysis prior to the use of "exotic" and new derivatives, as well as processes to add new markets in the existing range of countries. Any relevant sanctions are taken into account.

ESG-Reporting

A strong combination: Securities and ESG

Our ESG-Reporting enables you to analyse the overall sustainability level of your portfolio as well as to identify any potential weak spots. The advantages: a comprehensive overview of your investments in terms of environmental, social and corporate governance factors - as well as insights regarding which sectors are contributing most to the sustainability profile of your portfolio.

Robert Bluhm

Sustainability is a firmly-established factor in the financial sector and it includes an enormous range of strategies and requirements. With the help of our ESG office, we are constantly devising solutions to support our investors in the implementation of their ESG-based investment strategies.

Robert Bluhm, Sustainability Officer/ Head of ESG-Office, Head of Product Management Alternative Investments & Structuring

Rule-Based Portfolio Management

Rule-based and flexible

As well as commissioning external portfolio managers to manage investment strategies, Universal Investment also manages proprietary rule-based portfolio management concepts for equities and fixed-income mandates. Customised index-based products with a broad spectrum of traditional investments, dedicated ESG strategies and enhanced beta complete the range on the mandate side. If Universal Investment assumes the overall management of market risks, its product range extends from pure value protection strategies (Risk Overlay) to signal-based overlay management mandates (Risk OverlayPLUS) and FX Overlay.

Digital Assets

Into the future: cryptoassets

With the new Fund Location Act (FoStoG) and the extended Electronic Securities Act (eWpG), the German legislator allows the implementation of a cryptoasset quota of up to 20 per cent in special funds with fixed investment terms in compliance with §284 KAGB as well as the aquisition of tokenised fund units and tokenisation of existing assets. In order, for example, to ensure efficient administration and execution. Through our partnership with UI Enlyte, we are actively driving the development of regulatory-compliant digital assets for institutional investors in order to be able to offer further opportunities for portfolio diversification.

Contact

Gain access to our experience and expertise. Find out how our customised solutions can benefit 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