

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

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.
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Equity and Bond Mandates
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Staying on track
Overlay Management -
Transition Management
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Contact


Marcus Kuntz
Area Head Sales & Fund Distribution