Product benefits for fund initiators

Private label funds offer fund initiators a wide range of product benefits:


Focusing on asset management

The administrative outlay for fund initiators is considerably lower and much more efficient. They can concentrate on their core competencies - asset management and providing advisory services for Universal-Investment’s portfolio management department. Universal-Investment assumes all responsibilities related to fund administration.

Making success measurable for new investor groups

The regular publication of investment results means that the success of a fund can be measured. This makes it possible for the performance of the private label funds administered in cooperation with Universal-Investment and the underlying asset management style to be communicated and compared. This creates the conditions for capturing further – and possibly also institutional – investor segments for the product concept or asset management style.

Cooperation creates sales partners

The broad network of our sales subsidiary Universal-Vertriebs-Services GmbH (UVS) is ideally placed for integrating the shared private label funds into the sales systems of a wide variety of sales channels (e.g. financial services providers, banks, insurers).