As part of the exclusive partnership between Universal-Investment and Europe’s leading ratings agency Scope, you as our fund partner can lend even greater weight to your strong performance in marketing and sales, as well as testing your investment approach from the launch of your fund. A further key component of our wide range of services.
Rating of funds – improves investors’ understanding and recognition of your product, and thus your sales performance
Demonstration of the quality of your product – helps you achieve an objective comparison within your peer group
Quantitative and qualitative evaluation – improves the market reach of high-quality products
Objective analysis and assessment – support your positioning in the market
Our comprehensive range of services enables us to advise you on a wide range of issues relating to the launch, management, marketing and sales of your fund.
Through our exclusive cooperation with Scope you also have access to:
To support your international sales, reports are available in several languages.
A sales-enhancing analysis of fund concepts to improve the understanding and recognition of the product, as well as to evaluate its distribution potential
A quantitative and qualitative analysis of the quality of the fund management’s performance and risk criteria to establish the product quality in a peer context
Support regarding market positioning and pre-due diligence for institutional investors based on an objective analysis and qualitative evaluation by the investment team (regardless of the vehicle)
Reporting module for funds with qualitative ratings, including details of developments in the fund and market (for example corporate actions rating upgrades/downgrades etc) throughout the fund’s term
The Scope rating methodology is an established approach of evaluating the management quality of open-end investment funds in terms of performance and risk mitigation relative to their peers. The evaluation is both quantitative and qualitative, depending on the fund’s history and the rating methodology used. The qualitative rating is particularly interesting for funds with a history of up to five years and offers a potential added value.
What can you expect as a fund initiator when you choose a Scope analysis?
"Scope's professional, in-depth analysis of our company and the Lloyd Fonds - European Hidden Champions provides valuable feedback on our investment approach and an effective supporting tool for our sales team". Michael Schmidt, CIO Lloyd Fund AG
Single source: Additional marketing support on preferential terms
Objectivity and quality: cooperation with Scope, an independent and established European rating agency
Modularity: selection and combination of components to match individual requirements
Objective information for interested parties and investors: independent and objective analyses create added value for marketing and sales
Broad range of possible applications and wide reach: analyses are available in several different languages and can be used via your own sales channels or those of Universal-Investment and Scope
Tried-and-tested: Rating-concept that has already been successfully implemented with fund partners
For more information, please get in touch with us or contact your personal relationship manager.