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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

Compelling 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.
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

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    Partner News
    June 2022

    German Fund Market Act: Evolutionary step or new milestone?

    The new German Fund Market Act (Fondsstandortgesetz) includes a whole range of measures. These range from new investment vehicles, such as open infrastructure funds, to new asset classes such as crypto investments. Is this a big deal or just a small step? Rudolf Siebel, Managing Director of the German Investment Funds Association BVI, talks about the merits and shortcomings of the new law.
    Authors: Rudolf Siebel, BVI Read More
  • Modern Office
    Partner News
    June 2022

    "The modern office in the right location"

    The home office has several advantages that many of us learned to appreciate during the pandemic. Being available to let tradesmen in, not needing to commute to the office building, and better concentration on your work.
    Authors: Christian Wittke, Berenberg, Professor Dr. Tobias Just, IREBS Institut, Andreas Gessinger, Universal Investment Read More
  • Axel Vespermann
    News
    June 2022

    How is the global real estate market doing today?

    Despite a significant recovery after the pandemic shock, the real estate market continues to be affected. Axel Vespermann, Head of Real Estate, Universal Investment, explains in an interview how the Covid-19 pandemic is affecting individual types of property, and prices and rents. He also discusses trends among asset managers and institutional investors, and reports on news from his area of expertise.
    Authors: Axel Vespermann, Universal Investment Read More