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

Proven satisfaction provides positive reinforcement

"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

Your advantages in brief

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.