Rule-Based Portfolio Management

Customisable
and Effective

Rule-Based Portfolio Management

Whether it's overlay management, passive portfolio management, ESG or enhanced beta strategies – rule-based portfolio management concepts can optimise returns and limit risks.

The combination of sustainability and performance is increasingly becoming a key focus in modern investment strategies.

Universal Investment offers a broad range of products and services, from standardised concepts to tailored solutions. All our portfolio management concepts can also be offered to investors whose assets are managed by other capital management companies.

Collateral pool, transition management and liquidity management complete the range of supplementary portfolio management services.

The Portfolio Management team manages totalling around 63 billion euros for institutional investors, asset managers, and external ManCos – competently, professionally, successfully, with high transparency and competitive pricing (as of September 2024).

Graph Rule-based portfolio management concepts

Source: Universal-Investment-Gesellschaft mbH

Portfolio Management Services

Essential: Efficiency and Transparency

Professional portfolio management services, such as collateral pool and transition management, are key to ensuring more efficient investments. They help institutional investors manage their investments efficiently and with optimised risk and cost control – especially in transition management. Additional services include liquidity management.

Contact

Let's work together to identify the best portfolio management strategy for you. We look forward to connecting with you.

Marcus Kuntz

Group Head of Sales

+49 69 71043 190

marcus.kuntz@universal-investment.com

Jochen Meyers

Managing Director, Group Head of Relationship Management

+49 69 71043 460

jochen.meyers@universal-investment.com

Further topics

News at a glance

News

September 2024

“Client focus is my top priority”

At the start of this year, Francesca McDonagh was appointed as Chief Executive Officer of Universal Investment Group. Jochen Meyers, who will take on the role of Group Head of Relationship Management as of October 1, sat down with Francesca to discuss her first impressions of Universal Investment, her plans for the business, and how Germans and Irish can benefit from each other.
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News

September 2024

"Economic security comes at a price"

Reducing economic dependency, managing the energy transition, expanding infrastructure, promoting education as a resource, boosting defense - the sheer volume of challenges is pushing states to their limits. In numerous areas, much more private capital needs to be mobilised to tackle the tasks ahead. An interview with Prof Dr Moritz Schularick from the Kiel Institute for the World Economy.
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News

May 2024

Leading third party ManCo & AIFM in Luxembourg again

PwC analyses 300 ManCos in its annual "Observatory for Management Companies" - and the Universal Investment Group performs excellently thanks to its many successful fund launches with asset managers and asset owners. The Luxembourg-based ManCo is once again the largest third-party ManCo in the Grand Duchy and is also ranked first in the top 10 largest Luxembourg AIFMs.
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