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 54 billion euros for institutional investors, asset managers and external master investment companies – expertly, professionally, successfully, transparently and at a competitive price (as of December 2023).

Graph Rule-based portfolio management concepts

Source: Universal-Investment-Gesellschaft mbH

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.