Sprachen
Chess game

Equity and bond mandates

Passive management comes in serveral forms

Equity and bond mandates

The range of rule-based portfolio concepts in the field of equities and bonds is extensive, ranging from a strategy that precisely mirrors a market index (passive) to one that adapts an investment universe to a client’s specifications (passive customised).

It is also important to keep an overview of this dynamic market with its constantly expanding universe of indexes.



Universal Investment’s experienced portfolio management team covers all relevant local and global markets on both the equity and the bond side. In addition Universal Investment’s rule-based portfolio management concepts include state-of-the-art beta strategies.

One key objective of the enhanced beta strategies is to use alternative weighting methods to significantly improve diversification through professional portfolio management, and thus to optimise the risk/return ratio in comparison to standard market indexes and benchmarks.


White Paper Fixed-Income-ESG_EN_2022

Fixed-income: ESG-compliant and passive investing

Sustainable investment strategies are increasingly becoming standard in fixed-income investing. This white paper examines which of the ESG strategies used in equity investments can also be applied to this asset class.

Passive management

Mirroring certain market indexes precisely, including

  • Standard blue chips and second-tier equities
  • Global government and corporate bonds
  • Inflation-linked bonds
  • Indexes structured according to ESG criteria

Passive management  customised

Adjusted mirroring of certain market indices based on investors’ individual specifications, including

  • The exclusion, from market indexes, of, for example, certain sectors, countries or individual equities
  • Limitation to specific maturities
  • The specification of certain ratings, seniorities or issuers
  • The use of negative and positive lists

Enhanced beta

The optimisation of the risk/return ratio of rule-based strategies in comparison to standard market indexes or benchmarks

  • Bottom-up and top-down factor investments
  • Alternative weightings of index constituents based on an internally developed, rule-based procedure in combination with state-of-the-art machine learning processes
  • The management of portfolios with no reference index in compliance with individually agreed rules
  • The integration of ESG aspects

Contact

Passive management comes in several forms. Let's take a look at which strategy suits you best. 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

More Topics

  • News
    November 2022

    Universal Investment Group awarded twice at the assetservicingtimes Awards 2022

    The well-known UK industry magazine assetservicingtimes host every year the Industry Excellence Awards recognising the achievements of talented and dedicated firms, individuals and departments across the global asset services industry in more than 30 categories.

    Read More
  • Modern Office
    Partner News
    September 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
  • Ballon
    News
    September 2022

    The momentum has gone. What should investors do about bonds in their portfolio?

    Bonds have proved indispensable for many institutional investors and their portfolios. However, the asset class has two problems. First, yields are even now at low levels. Second, risks are increasing in the bond market. An intelligent overlay approach could help improve returns and reduce risk.
    Authors: Victor Bemmann, Universal-Investment-Luxembourg S.A., Frankfurt branch Read More