Rules-based portfolio management

Individual and effective

Whether it's overlay management, passive portfolio management or enhanced beta strategies – rules-based portfolio concepts allow returns to be optimised and risks limited. Universal-Investment offers a broad range of products and services, from standardised concepts to tailored solutions. And should you wish, all of our portfolio management concepts can also be offered to investors whose assets are administered by other key account management companies.

The range of services offered is rounded off by collateral pool, transition, liquidity management, and trading as additional portfolio management service elements.

Universal-Investment’s Portfolio Management team manages mandates with a total volume of approximately 54.6 billion euros (as of June 2021) for institutional investors, fund initators and external master investment companies – expertly, professionally, successfully, and with a high level of transparency and competitive pricing.

Source: Universal-Investment-Luxembourg S.A.

Let us work together to identify the best portfolio management strategy for you. We look forward to sharing ideas with you.