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Service Range for Institutional Investors

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Thinking ahead – Mastering complexity

With innovative spirit, deep expertise, long-standing experience, and a forward-looking perspective, we successfully support our  investors in structuring their capital investments and creating optimal investment conditions through tailored solutions.

Whether securities, alternative investments, real estate, or digital assets. Whether rule-based portfolio management with its multifaceted tasks or comprehensive reporting services – we cover the full range of services across all asset classes.

With our headquarters in Frankfurt and our offices in Dublin, Krakow, London, Luxembourg, Paris, Singapore, and Stockholm, we offer our clients seamless access to European and global financial markets.

As one of Europe’s leading fund services platforms and Super ManCos, we have been successfully supporting institutional investors for more than 55 years.

Value Chain

We support you along the entire value chain or, if you prefer, focus on selected modules. Your personal relationship manager will assist you from the very beginning.

Universal Investment value chain Institutional Investors
Source: Universal-Investment-Gesellschaft mbH

Understanding the Challenges



We understand the unique demands of our time and the challenges they pose for institutional investors, particularly in areas like data security and cyber security. We handle our investors’ data with the utmost care and reliability: our data servers are located in Germany and Luxembourg and are hosted by our subsidiary UI Information Technologies.

Sustainability is equally important to us: we are committed to sustainability within our company and embed it into the services we offer our investors. Our comprehensive ESG reporting sets reliable standards.

Additionally, our in-house Sustainability Office supports our clients in sustainable investing, represents clients’ intrests in industry committees, and drives market transformation through cross-sector exchange and collaboration.

 

Asset Classes

Asset Classes at a Glance

From securities to alternative investments, from real estate to digital assets. Universal Investment covers the full spectrum across all relevant structures and vehicles with a presence in key fund domiciles in Germany, Luxembourg, and Ireland.

Services

Cose-up and long-range perspective

Our rule-based portfolio management with overlay management, reporting across all asset classes and vehicles, and especially ESG reporting give you a sharper view of your portfolios, to ensure regulatory compliance, and balance risks with opportunities.

Universe – Fund Partners

Expertise and Experience 

Universe – You are only one click away from our national and international fund partners with numerous investment strategies and solutions for institutional investors.

Contact

Let's work together to find the right solution for you. We would be pleased to present our comprehensive range of services.
Jochen Meyers

Jochen Meyers

Managing Director, Group Head of Relationship Management

+49 69 71043 460

jochen.meyers@universal-investment.com

Further topics

  • Robert Bluhm
    News
    May 2025

    ESG Remains a Central Topic for Institutional Investors and Fund Initiators in Europe

    For some time now, and especially since the inauguration of Donald Trump as US President, the topic of ESG (environmental, social and governance considerations) has seemed to irreversibly fade into obscurity. Major corporations are shutting down their Diversity, Equity & Inclusion (DEI) programmes, and global financial institutions are withdrawing en masse from the Net-Zero Banking Alliance (NZBA).
    Author: Robert Bluhm Read More
  • Markus Bannwart
    News
    April 2025

    Rethought and greatly enhanced: how ELTIFs are widening the investment spectrum for retail clients and (semi-) institutional investors

    At the beginning of 2024, the revised ELTIF 2.0 framework entered into force, followed by the regulatory technical standards in October of the same year. In addition to a broad spectrum of investments in tangible assets, including a wider range of real estate opportunities, up to 45 per cent may now be held in assets that would be eligible for a UCITS fund. ELTIF 2.0 thus enables individual investment strategies to be realised with significantly greater ease and flexibility.
    Author: Markus Bannwart Read More
  • Digital Operational Resilience Act
    News
    September 2024

    DORA aims to enhance digital operational resilience in the financial sector

    A few weeks ago, the defective CrowdStrike update demonstrated that world-wide interconnected networks can have wide-reaching consequences. Also - and especially - in the financial sector, IT-security is an important topic, and with the Digital Operational Resilience Act, DORA for short, the European Union intends to strengthen it. In an interview with Managing Director Dr. André Jäger, you will find out how Universal Investment is implementing the DORA requirements to become even more resilient against cyberthreats and disruptions.
    Read More
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