Insourcing services for fund promoters and asset managers
Only the lighting
concept or the entire
event production
Administration services as unique
as your needs
When it comes to staging your investment story, you can make flexible use of our services. You can create a service package tailored to your preferences by selecting the modules that will help you most. Alternatively, you can entrust us with all aspects of administration and thus free yourself to focus on your grand entrance.
Our insourcing solutions - from modular to all encompassing
Universal Investment (UI) operates a powerful process and system architecture that - like the UI platform itself - is constantly being expanded. This efficient infrastructure offers a wide range of services that you can design individually and according to your needs. You decide which operations to outsource, and whether to do so partially or completely.
Partial outsourcing
You outsource certain operations to us – for example, middle office, performance and risk reporting or the investment limit check (ex-post). Simply combine our services with your own fund administration modules. You remain highly flexible and can always make adaptations to suit changing conditions.Full outsourcing
The classic outsourcing of the KVG middle and back office. You transfer all downstream activities of your portfolio management to us. In addition, we offer you the technical infrastructure for an ex-ante investment limit check, including a fully comprehensive portfolio management solution as a software as a service solution. This gives you the space you need to focus on your core business.
Having a single point of contact for all fund services makes working with us easy.
Individual reports
The PowerPortal gives our fund promoters direct access to over 200 standard reports for a wide range of modules and asset classes. It’s not just the content of these reports that matters, but also the format. Information is updated daily and can be accessed via smartphone or tablet. Use our analyses and reports for your customer presentations – adaptable to your corporate design.
We are your team of experts
A specialist team of more than 1000 employees across the group ensures availability and speed of implementation for you. Our experts support you in all regulatory challenges.
Insourcing platform key facts
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billion EUR direct investments (insourcing)
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funds/segments
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countries: Germany, Luxembourg, Ireland, Austria
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onboarded national and international asset managers