Universal-Investment‘s Luxembourg platform is outranking all its competitors. Photo: amoklv Source: iStock

Universal-Investment again number 1 amongst Luxembourg’s AIFM companies

Author: Timo Lüllau

Universal-Investment is once more leading the field: as shown in this year’s study by PriceWaterhouseCoopers, Universal-Investment is again the number one by assets under management among Luxembourg-licenced AIFM companies. Interest in alternative investments remains strong.

Universal-Investment has maintained its leading position by assets under management among the Luxembourg-licensed AIFM management companies (licensed AIFM ManCos) this year. As shown in the „Observatory for Management Companies: Barometer 2018” of the consultancy firm PwC, Universal-Investment‘s Luxembourg platform, which reached about EUR 29.6 billion in assets under management (AUM) at the end of 2017, is outranking all its competitors. Compared to last year, assets under management (part-II and SIF funds) grew by 37 percent, the number of funds increased to 55, the number of sub-funds to 84. PwC expects the overall trend in the alternative investment space to continue, not least due to Brexit, which suggests additional shifting of fund to Luxembourg.

According to PwC the interest in alternatives is expected to continue again this year.

PwC PriceWaterhouseCoopers

The continued interest in alternative investment solutions is also reflected in last year’s accelerated AUM growth across AIF fund structures, says PwC. According to the industry association EFAMA, assets under management in AIF funds expanded by 15.1 percent to EUR 673 billion in one year. UCITS solutions saw an 11.9 percent increase over the same period. PwC‘s ManCo Index, which measures the activity of Luxembourg-based management companies based on their number, headcount and assets under management, made further headway, reaching a new high in December 2017 (195 points). The PwC ManCo Index has been calculated annually since 2010.

Among the so-called third party ManCos, the peer group for all management companies that provide administration services for third parties (e.g. other investment companies such as SICAVs, etc.), Universal-Investment also achieved a leading position  as at the end of December 2017.

Assets under management at Universal-Investment (part I, part II and SIF funds) grew by 32 percent to EUR 34.2 billion year on year. The number of funds increased by 15 to 88, the number of sub-funds by 19 to 142.


Author: Timo Lüllau
Date of issue: 7/23/2018