Professional portfolio management services such as collateral pool and transition management are important factors for making investments more efficient. They help institutional investors manage their investments efficiently and in a way that optimises risks and costs. Particularly when it comes to transition management. Other services include securities lending, liquidity management and trading.
Used in particular for segmented master funds. If OTC derivatives are used for multiple segments within the master fund, the collateral required to hedge the derivatives is sourced from a central collateral pool. The collateral pool segment is to be understood as active liquidity management within the master fund. In addition to cash, money market products and government bonds from selected countries can also be used.
The top priority of transition management is to identify cost drivers within restructuring and to avoid or eliminate them if possible. The benefits of the economies of scale with respect to fees and the reduction of implied costs such as spreads, market impact and opportunity costs are important factors for successful transition management by Universal-Investment. Ongoing reporting, including pre-trade and post-trade checks, also create a high level of transparency and complete the range of services. The goal is always to shape transactions to ensure they are planned, controlled and cost-effective for investors.
With 275 transitions and a transition volume of approximately 95 billion euros (as of February 2020), investors have demonstrated their confidence in Universal-Investment’s comprehensive expertise as a transition manager and in its long-standing and successful partnership with leading global transition management specialists. Universal-Investment fulfils a variety of roles in this regard:
Let's have a conversation about portfolio management services in order to make your capital investments more efficient and transparent. We look forward to sharing ideas with you. – Contact