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

    While reporting for your white label funds 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 white label fund 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 white label 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

    Your personal contacts
    Marcus Kuntz is Head of Distribution for Private Label Funds at Universal-Investment. Mr Kuntz and his team advise asset managers and fund initiators on fund services, including on the fund's launch, front-office services, fund marketing and fund distribution.

    New clients:

    Marcus Kuntz

    Head of Asset Manager Solutions

    Universal-investment_mail_box
    +49 69 71043 190
    Andreas Gessinger and his team support asset mangers and fund initiators using the Universal-Investment platform in all aspects of the group's fund services

    Existing clients:

    Andreas Gessinger

    Head of Relationship Management Fund Initiators

    Universal-investment_mail_box
    +49 69 71043 552
    Or use our contact form
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