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Reporting and Data Management at a Glance

Consolidated and Comprehensive

Strong reporting and complete fund material combine the necessary with the useful

While reporting for your UCITS funds and AIFs is a regulatory requirement, these documents provide your investors with meaningful information if they are done well. Our “PowerPortal” reporting tool enables you to access both - standard and customisable reports on different modules and asset classes at all times. Thus enabling you to meet your investors’ needs perfectly.

 

Our ESG reporting meets the clients’ highly topical demand and also allows you to analyse whether your UCITS fund or AIF complies with sustainability criteria. As part of our partnership with Europe’s leading rating agency Scope Analysis, you gain access to tailored advisory services and customised analyses on investment concepts for your funds.

We also provide standardised factsheets in addition to extensive reports that serve a wide range of investors. With pleasure we support you with the individualisation of these documents.

 

Good preparation is key – data management and reporting services at a glance

Contact

With our data management and reporting services, you are not only well prepared for your pitches. We would like to present all the advantages to you in a personal exchange.
Nils Mordt

Nils Mordt

Head of International Sales and Relationship Management

nils.mordt@universal-investment.com

Further topics

News at a glance
  • PRESS RELEASE
    25 Jun 2026

    Universal Investment completes acquisition of FCG Fonder AB

    Acquisition to strengthen Universal Investment Group’s position in the Nordic region was first announced in January 2026.

    The transaction accelerates Universal Investment’s growth strategy and enhances its service offering for Nordic clients.

    FCG Fonder AB adds approximately EUR 4 billion in assets under administration and a highly experienced local team.

    More information
  • PRESS RELEASE
    05 May 2026

    Universal Investment strengthens DACH leadership with expanded strategic roles

    Marcus Kuntz appointed Group Head of Strategic Partner Management and Fund Distribution. Dirk Grosshans’ role expanded to drive business development across all asset classes in the DACH region. Nils Mordt joins as Head of International Sales and Relationship Management.
    More information
  • PRESS RELEASE
    21 Apr 2026

    Universal Investment Group supports growth strategy with two C-Suite appointments

    Universal Investment Group appoints Dr. Alva Devoy as Chief Strategy and Transformation Officer and Regina Bertram-Pfister as Chief Human Resources Officer. Appointments strengthen the Group’s senior leadership team and support the delivery of its long-term growth strategy
    More information
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