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Institutional investors

Service Range for Institutional Investors

Transparent
Reliable
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.

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.

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
UI Information Technologies. 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 55 years. Developing customised solutions for the launch and administration of a wide range of asset vehicles for our clients is our driving force.

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.

Universe – Fund Partner   

Expertise and Experience

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

Contact

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

Jochen Meyers

Group Head of Relationship Management

+49 69 71043 460

jochen.meyers@universal-investment.com

Further topics

  • 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
  • Company building Timber Pioneer
    News
    September 2024

    “Client focus is my top priority”

    At the start of this year, Francesca McDonagh was appointed as Chief Executive Officer of Universal Investment Group. Jochen Meyers, who will take on the role of Group Head of Relationship Management as of October 1, sat down with Francesca to discuss her first impressions of Universal Investment, her plans for the business, and how Germans and Irish can benefit from each other.
    Read More
  • universal spotlight interview Moritz Schularick
    News
    September 2024

    "Economic security comes at a price"

    Reducing economic dependency, managing the energy transition, expanding infrastructure, promoting education as a resource, boosting defense - the sheer volume of challenges is pushing states to their limits. In numerous areas, much more private capital needs to be mobilised to tackle the tasks ahead. An interview with Prof Dr Moritz Schularick from the Kiel Institute for the World Economy.
    Read More
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