Universal-Investment-Logo

AM_Hero_Value-Added-Services_Regulatory-Reporting-ManCo-AIFM_480x580

Reporting and Data Management at a Glance

Consolidated and Comprehensive

Strong reporting and complete fund material combine the necessary with the useful

While reporting for your UCITS funds and AIFs is a regulatory requirement, these documents provide your investors with meaningful information if they are done well. Our “PowerPortal” reporting tool enables you to access both - standard and customisable reports on different modules and asset classes at all times. Thus enabling you to meet your investors’ needs perfectly.

 

Our ESG reporting meets the clients’ highly topical demand and also allows you to analyse whether your UCITS fund or AIF complies with sustainability criteria. As part of our partnership with Europe’s leading rating agency Scope Analysis, you gain access to tailored advisory services and customised analyses on investment concepts for your funds.

We also provide standardised factsheets in addition to extensive reports that serve a wide range of investors. With pleasure we support you with the individualisation of these documents.

 

Good preparation is key – data management and reporting services at a glance

Contact

With our data management and reporting services, you are not only well prepared for your pitches. We would like to present all the advantages to you in a personal exchange.
Nils Mordt

Nils Mordt

Head of International Sales and Relationship Management

nils.mordt@universal-investment.com

Further topics

News at a glance
  • NEWS
    6 October 2026

    Universal Investment selected by UBS as its preferred third-party fund management company in Luxembourg

    UBS has announced its decision to simplify the operating model of its Luxembourg Management Company (ManCo) to focus primarily on serving its in-house funds.

    To ensure a robust and reliable solution for affected clients, UBS has selected Universal Investment as its preferred third-party fund management company, reflecting UBS’s commitment to securing a long-term solution for its White-Labelling clients in Luxembourg.

    More information
  • NEWS
    7 September 2026

    Hop · Step · Jump
    A triple jump propels Germany to the forefront as a fund domicile

    The most comprehensive regulatory initiative of recent years has significantly strengthened Germany’s position as a fund domicile for alternative asset classes through coordinated reforms of investment law, tax law and the Investment Ordinance. investments.  
    More information
  • PRESS RELEASE
    12 August 2026

    Retirement Investment Account: Universal Investment Partners with Baader Bank and Smartbroker

    • Together, the three partners offer fund initiators and asset managers an integrated solution, from fund structuring to custody and settlement to digital access for end customers.

    • Universal Investment clients gain access to government-subsidized retirement investment accounts as infrastructure for their funds and actively managed ETFs.

    More information
To top