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).

Take advantage from the very beginning of our extensive expertise as private label funds specialists. 

Do you want to increase your fund sales? Or are you looking for interesting funds?

For information only and without responsibility. © Universal Investment