Sprachen

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.

Contact

Let's work together to identify the best portfolio management strategy for you. We look forward to sharing ideas with you.
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

Further topics

  • Universal Investment leading third party ManCo & AIFM in Luxembourg again
    News
    May 2024

    Leading third party ManCo & AIFM in Luxembourg again

    PwC analyses 300 ManCos in its annual "Observatory for Management Companies" - and the Universal Investment Group performs excellently thanks to its many successful fund launches with asset managers and asset owners. The Luxembourg-based ManCo is once again the largest third-party ManCo in the Grand Duchy and is also ranked first in the top 10 largest Luxembourg AIFMs.
    Read More
  • universal spotlight Ireland
    News
    May 2024

    Three fund domiciles under one roof

    For some time now, Universal Investment has been offering the option of launching funds in Ireland – in addition to Germany and Luxembourg. What does this mean for fund initiators who can now choose between the three main European fund hubs? How has the new domicile with the ISIN code “IE” been received? And what advantages can Universal Investment offer to fund initiators and institutional investors through its standardised reporting across three domiciles?
    Read More
  • Alternative investments gain momentum
    News
    May 2024

    Alternatives gaining traction in German structures

    There is movement in the market for alternative investments. Luxembourg remains the leading choice for registering investment vehicles. However, more and more fund initiators and investors are opting for German structures such as Alternative Investment Funds (AIF) or Open-Ended Infrastructure AIFs (OIS).
    Read More