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Exclusive partnership with Scope Analysis

Spotlight on:
fund distribution,
fund evaluation &
fund analysis

Make your strong performance shine with marketing and distribution

Right from your fund launch we are able to provide you, with tailored consulting services and standardised analyses of your investment concepts as part of our exclusive cooperation with Scope Analysis. Another strong and effective way to present your white label funds in the best light.

How fund evaluations and fund analyses can bolster your distribution efforts

Select tailored service components for your white label funds

The Peer-group analysis can be used as a preliminary review to support your positioning. It can help you assess your fund concept and sales potential even before your white label funds have even been launched. Scope Fund Rating analyses the standard of fund management with regards to performance and risk criteria vis-à-vis your peer group. Depending on the fund history, the evaluation takes qualitative as well as quantitative aspects into account. The Scope Investment Team Rating takes a close look at your fund’s investment team – regardless of fund structure – and helps you with your funds market positioning. Scope Analysis also offers fund monitoring and commentary on fund and market developments throughout your fund’s lifespan.

The numerous advantages of teaming up with Scope Analysis

As a fund initiator, you receive access to peer-group analyses, rating reports, flyers and labels in addition to the classic service components. Furthermore, rating reports are published on the Scope Analysis platform, and, should you wish, a senior analyst can accompany you to important client meetings. The reports are available in several languages.

What our clients say

Scope Analysis' professional, in-depth analysis of our company and of Lloyd Fonds - European Hidden Champions provided invaluable feedback on our investment approach and an effective boost for our sales. 
Michael Schmidt, CIO, Lloyd Fonds AG

Contact

We are happy to discuss how we can provide the best support for you and for the distribution of your white label funds.

New customers

Marcus Kuntz

Marcus Kuntz

Group Head of Sales

+49 69 71043 190

marcus.kuntz@universal-investment.com

Existing customers

Andreas Gessinger

Andreas Gessinger

Area Head of Relationship Management Fund Initiators

+49 69 71043 552

andreas.gessinger@universal-investment.com

Further topics

  • 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
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