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A FUND SERVICE PLATFORM

Fund services from a single source: independent and visionary




Asset managers

Our fund solutions across all asset classes.

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Institutional investors

Customised solutions for every investment phase.

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YOUR FUND SERVICE PARTNER AND SUPER MANCO

Put your trust in us, one of Europe's leading fund service platforms and Super
ManCos. Take advantage of our pioneering solutions based on more than 50 years’
experience in the industry.




For asset managers, wealth managers and fintechs, we create freedom – freedom
to concentrate on your core expertise in implementing successful investment
strategies. We can support you with custom-fit fund vehicles, efficient fund
accounting, regulatory expertise and unique fund distribution opportunities in
Germany and abroad. We can also offer you comprehensive middle and front office
solutions. 

For institutional investors, we provide security. Combine your investments  in
all asset classes on our platform - efficiently, transparently and in compliance
with regulations. As an asset owner, be it a pension fund, company, foundation
or insurance company, you can benefit from our support in your investor
reporting as well as our expertise in rule-based portfolio management.



Our clients have access to our fund domiciles in Frankfurt, Luxembourg and
Dublin – the three most important fund locations in Europe. Every day, over
1,600 employees create client solutions for securities, real estate and
alternative investments. We currently service over 2,000 funds with assets worth
more than 950 billion euros. 




IMPROVING BUSINESS TOGETHER

We have been shaping the fund industry for more than 50 years. As a partner
without conflicts of interest, we accompany our clients into the future with
innovative solutions on ESG or digital assets.



It is not only about efficient solutions for the here and now. It is about
giving investors and asset managers a reliable outlook on the future.

Katja Müller, Chief Customer Officer (CCO) of Universal Investment

Photograph: Alex Habermehl Source: Universal Investment

Highlights




 * TOP PLAYER IN LUXEMBOURG
   
   The Luxembourg fund hub of Universal Investment was awarded by news platform
   Luxembourg Official as biggest third-party ManCo.
   
   Read more


 * INNOVATION AWARD WINNER
   
   Universal Investment Group was awarded "Digital Asset Initiative of the Year"
   and "ESG Initiative of the Year" at the assetservicingtimes Awards 2022.
   
   Read more


 * RATING TOP GRADE
   
   How satisfied are asset managers, family offices, foundations and
   institutional investors with their KVG? This is what the
   Sozialwissenschaftliches Institut Schad (SWI) was asked to find out for
   Finanzen Verlag.


 * STAYING ON TRACK WITH OVERLAY MANAGEMENT
   
   Modern overlay management is always challenging. Drive the ideal line and
   stay on track with overlay management by Universal Investment: individual,
   modular and proven.
   
   Find out more


 * CONCENTRATED INVESTMENT EXPERTISE FROM OUR FUND PARTNERS
   
   Our ChampionSeries showcases our funds partners' expertise in four successful
   formats – high quality written content, audio, video or in person events.
   
   Find out more


 * PROUD MAIN SPONSOR
   
   Universal Investment is once again the proud main sponsor of the Pro
   Boutiques Awards. For us once more a commitment to independent asset managers
   and their innovative fund solutions.
   
   Find out more


 * FUND DISTRIBUTION
   
   We set the stage for your funds and actively support their distribution. We
   can help you to gain access to the institutional market in the German
   speaking region.
   
   Find out more







 * WHAT DRIVES US
   
   To our profile


 * ESG IS PART OF OUR DNA
   
   Learn more


 * JOIN OUR TEAM
   
   Learn more
 * Learn more





 * INFORMATION ABOUT OUR WHITE LABEL FUNDS
   
   To the Fund Finder






MORE TOPICS

News at a glance
 * Press Release
   13. February 2023
   
   
   UNIVERSAL INVESTMENT LAUNCHES PELLA’S FIRST INVESTMENT STRATEGY IN EUROPE
   
   Universal Investment announces the launch of the Pella Global Securities
   Sustainable Fund (LU2564817075) in Europe as part of the UI I umbrella fund.
   Universal Investment’s partnership with Pella Funds Management is its first
   cooperation with an Australian asset manager and offers investors access to
   Pella's expertise which they habe been applying successfully in ESG
   strategies since 2005. In addition of acting as fund service platform,
   Universal Investment supports Pella with digital marketing expertise
   delivered by UI subsidiary CAPinside.
   Read More
 * News
   February 2023
   
   
   UNIVERSAL INVESTMENT AWARDED AS ONE OF THE TOP 150 COMPANIES IN LUXEMBOURG
   
   Who truly powers the Luxembourg economy? To answer this simple questions,
   Luxembourg news platform “Luxembourg Official” analysed hard data to identify
   in 15 categories such as bank, insurance or private equity to reduce bias as
   much as possible. Therefore, Universal Investment Group is proud to be
   awarded as biggest third-party ManCo with its Luxembourg fund hub.
   Read More
 * Partner News
   January 2023
   
   
   IN AN UNCERTAIN ENVIRONMENT: EARNING VISIBILITY IS KEY
   
   Teaser: Jordan Cvetanovski, CIO and Portfolio Manager at Pella Funds
   Management, analyses the current market environment with a special focus on
   inflation and rates. Who will win? The Federal Reserve or the markets? What
   impacts are high inflation and rising rates having on the UI I – Pella Global
   Securities Sustainable fund that was launched in January.
   Authors: Jordan Cvetanovski, Pella Funds Management Read More




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