Universal Investment

Universal Investment GmbH
Limited company
Industry Investment funds
Founded 1968
Headquarters Frankfurt, Germany
Key people
 Oliver Harth, Markus Neubauer, Stefan Rockel, Bernd Vorbeck (speaker of the management board)
Number of employees
 590
Website

Universal-Investment-Gesellschaft mbH is an investment company based in Frankfurt am Main. With more than 254 billion Euro assets under management, 1,000 institutional funds and private label funds and more than 590 employees Universal-Investment is one of the leading German investment firms. In 2014, the company ranked third, after Allianz Global Investors and DWS/DeAWM and before DekaBank.[1] Universal-Investment offers primarily the administration of investment funds and securities for institutional investors.

Being also one of the leading providers of private label funds in Germany, the company manages 350 such funds with a total volume of 14.5 billion Euro.[2] Private label funds are investment funds, which are launched together with an independent partner who manages and distributes them. Universal-Investment is one of the biggest administration platforms in Germany for institutional investors offering different fund vehicles as SICAV or UCITS. The company also belongs to the biggest providers of Master-Kapitalanlagegesellschaften (Master-KAG) in Germany.[3]

The company's two parent companies are Berenberg Bank and Bankhaus Lampe, which own 50% of the company each, after having bought out Hauck & Aufhäuser and Landesbank Baden-Württemberg.[4][5]

In September 2013, Universal-Investment launched a joint project with Stratton Street called Stratton Street Ucits UI Renminbi Bond Fund, based on Stratton Street's existing renminbi strategy. The original strategy has been managed by Stratton Street since 2007, and focuses on creditor rather than debtor nations.[6]

Parent companies

References

  1. ↑ https://www.boersen-zeitung.de/index.php?li=1&artid=2015149006, Börsen-Zeitung, 7. August 2015: "Universal-Investment verdrängt DekaBank"
  2. ↑ http://www.universal-investment.de/Profil/Wir?lang=en-us
  3. ↑ "Archived copy". Archived from the original on July 19, 2011. Retrieved February 28, 2011.
  4. ↑ http://www.investmenteurope.net/investment-europe/news/2201718/german-private-banks-build-stake-in-universal-investment
  5. ↑ http://www.universal-investment.de/News/Berenberg-Bank-und-Bankhaus-Lampe-ubernehmen-LBBW-?lang=en-us
  6. ↑ http://www.investmenteurope.net/investment-europe/news/2297586/universal-investment-stratton-street-launch-renminbi-ucits
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