Reporting – innovative, consolidated and comprehensive

Investors want to be kept fully informed about their investments at all times. At the same time, regulation requires expansion of data provision. Fund initiators must also keep adequate reporting on hand for their investor base, or they can use it within the scope of their own portfolio management.

By implementing a stringent governance process, Universal-Investment ensures data consistency for investors and helps in the preparation of data.

Our range of reporting services has a modular structure and consists of the following components:

Advantages and services at a glance

  • Client reporting across all asset classes and vehicles of your investments including direct investments
  • Stringent data governance process, data quality at all levels
  • Meeting the regulatory requirements of the different client groups
  • Independent performance analyses
  • Ex-ante risk analyses with stress tests and risk profiles
  • PowerPortal with flexible and customer-specific evaluations