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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 77 billion euros for institutional investors, asset managers, and external ManCos – competently, professionally, successfully, with high transparency and competitive pricing (as of December 2025).

Portfolio_Konzepte_EN
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.
Dirk Grosshans

Dirk Grosshans

Head of Business Development DACH

+49 69 71043 539

dirk.grosshans@universal-investment.com

Frank Becker

Frank Becker

Managing Director, Head of Relationship Management for Asset Owners & Asset Managers DACH

+49 69 71043 460

frank.becker@universal-investment.com

Further topics

News at a glance
  • Markus-Bannwart_web-1100x460
    NEWS
    28 April 2025

    Rethought and greatly enhanced:
    how ELTIFs are widening the investment spectrum for retail clients and (semi-) institutional investors

    At the beginning of 2024, the revised ELTIF 2.0 framework entered into force, followed by the regulatory technical standards in October of the same year. In addition to a broad spectrum of investments in tangible assets, including a wider range of real estate opportunities, up to 45 per cent may now be held in assets that would be eligible for a UCITS fund. ELTIF 2.0 thus enables individual investment strategies to be realised with significantly greater ease and flexibility.
    Author: : System.Collections.Generic.List`1[Umbraco.Cms.Core.Models.PublishedContent.IPublishedContent] More information
  • McDonagh-Interview_UNI_02159_timberpioneer_Montage_Copyright-Bloomimage
    NEWS
    17 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.
    More information
  • Schularick-Interview_iStock-1187217906_Markus-Thoenen
    NEWS
    17 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.
    More information
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