Frankfurt am Main, June 2 2020

Universal-Investment extends alternative investment services for institutional investors

With its newly established Luxembourg investment platform, the Universal-Investment Group is providing institutional investors such as pension schemes, pension funds and foundations with significantly easier access to Luxembourg alternative investment vehicles such as infrastructure, company shareholdings or private debt. Instead of investors setting up complete investment structures themselves with the corresponding governance and associated costs, they can invest via their own compartments, which is provided by Universal-Investment as a regulated alternative investment fund manager (AIFM).

As time to market is important, investors will benefit from a much faster set-up compared to establishing their own structures, as the infrastructure is already available with board members and company secretaries. "Especially in alternative investments, demand is greater than supply - with the new offering, investors can act quickly when the opportunity arises," said Andreas Schairer, Head of Product Management Alternative Investments.

Many institutional investors continue to seek alternative investments in times of low interest rates, and Luxembourg investment vehicles are well suited for this purpose. "Since funds in the Grand Duchy are often launched in corporate form, the entry is quite expensive, which is why many investors have so far been hesitant to act", said Sean O'Driscoll, Country Head Luxembourg at Universal Investment Group. Katja Müller, adds: "With the new platform, we provide professional investors with an efficient way into this asset class and we are very pleased that we have already set up two compartments with a volume of EUR 400 million for two institutional investors and that further mandates already fixed will follow".

New Luxembourg platform enables institutional investors to make efficient entry into alternative investments

Universal-Investment provides structure with directors, transfer agent and company secretary

Pilot projects set up with EUR 400 million

Continued growth in alternative investments

As the largest fund service platform in the German-speaking region for all asset classes, Universal-Investment has been offering structuring, administration and support the launch for real estate and alternative investments in addition to traditional securities investments with great success since 2011. By the end of 2019, Universal-Investment had structured and launched alternative investments with an invested capital of EUR 50.46 billion. Within one year, the invested capital increased by EUR 13.8 billion, which corresponds to an increase of 37 percent.

Alternative investments are mainly launched via the Luxembourg platform, where the group has been building up significant infrastructure and expertise to service the business. As published in the PwC Observatory, Universal-Investment Luxembourg has therefore been the largest AIF Management Company in the Grand Duchy and one of the largest third-party ManCos for several years.

Bernd Obergfell

Head of Communications

+49 69 71043-575


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