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Securities for Institutional Investors

Securities:
Past – Present – Future

The Asset Class is Part of our DNA

Competence and experience are a must if you want to establish the right investment set-up. With lean structures, automated processes, expertise in tax, corporate, supervisory and investment law, as well as more than 50 years’ experience in the securities asset class, we provide institutional investors with the professionalism they expect and need in their investments.

Our fund service platform is designed to cover the entire spectrum of liquid securities in all relevant legal wrappers and structures.

Exercising caution on your behalf

Our wide range of controls includes automated investment limit checks, an extensive feasibility analysis prior to the use of "exotic" and new derivatives, as well as processes to add new markets in the existing range of countries. Any relevant sanctions are taken into account.
ESG Reporting

A strong combination: Securities and ESG

Our ESG reporting enables you to analyse the overall sustainability level of your portfolio as well as to identify any potential weak spots. The advantages: a comprehensive overview of your investments in terms of environmental, social and corporate governance factors - as well as insights regarding which sectors are contributing most to the sustainability profile of your portfolio.

Robert Bluhm
Sustainability is a firmly-established factor in the financial sector and it includes an enormous range of strategies and requirements. With the help of our ESG office, we are constantly devising solutions to support our investors in the implementation of their ESG-based investment strategies.
Robert Bluhm, Sustainability Officer / Head of ESG-Office
Rule-based Portfolio Management

Rule-based and flexible

As well as commissioning external portfolio managers to manage investment strategies, Universal Investment also manages proprietary rule-based portfolio management concepts for equities and fixed-income mandates. Customised index-based products with a broad spectrum of traditional investments, dedicated ESG strategies and enhanced beta complete the range on the mandate side. If Universal Investment assumes the overall management of market risks, its product range extends from pure value protection strategies (Risk Overlay) to signal-based overlay management mandates (Risk OverlayPLUS) and FX Overlay.

Digital Assets

Into the future: cryptoassets

With the new Fund Location Act (FoStoG) and the extended Electronic Securities Act (eWpG), the German legislator allows the implementation of a cryptoasset quota of up to 20 percent in special funds with fixed investment terms in compliance with §284 KAGB as well as the aquisition of tokenised fund units and tokenisation of existing assets. In order, for example, to ensure efficient administration and execution. Through our partnership with UI Enlyte, we are actively driving the development of regulatory-compliant digital assets for institutional investors in order to be able to offer further opportunities for portfolio diversification.

Contact

Gain access to our experience and expertise. Find out how our customised solutions can benefit 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?
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  • 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