Alternative Investments
Different Perspectives
Different Thinking
Alternative Investments
An asset class with many particular characteristics – in which the interaction of innovation, implementation, sustainability, performance and social impact is particularly pronounced.
The advantages of alternative investments – namely portfolio risk diversification and potentially higher returns – should not be dismissed lightly. The asset class is also set to play a significant role in the move towards a sustainable economy. Sizeable investments in infrastructure and renewables already making a significant contribution. Poses a challenge for investors, though: the setting-up, administration and reporting of alternative investments is highly complex.
As your experienced structuring partner, we cover the entire service range for alternative investments. Institutional investors can expect ideas, solutions and a high level of commitment in the implementation of their alternative investments. The investment concept is executed via the Universal Investment platform. Depending on the project’s target, you can choose between fund domiciles in Germany, Luxembourg or Ireland.
Committed to Alternatives
Services at a glance
Strong in structuring
Extensive expertise in developing structures, analysing structuring memos, in the entire structuring process including the overseeing of external project participants. Restructurings can also be carried out if required.
Detailed feedback loop
We listen, analyse and learn from your feedback. Feedback loops are central for our cooperation with institutional investors and asset managers.
Quick to connect and open to using interfaces
Clients can expect seamless interaction with other service providers such as custodians and auditors, as well as with tax and legal advisors, who may have been brought onboard by institutional investors and asset managers.
Everything from one source
AIFM services, experience in the entire spectrum of relevant investment structures, knowledge of the way structures work, their administration and reporting – all of these are available from a one-stop shop.
Strong transaction management
Transaction managers ensure reliable processes. From the coordination of the due diligence process to the liaison with the investment advisor and fund manager of the target projects: the selection, mandating, commissioning, contract negotiation and controlling of external project participants such as legal advisors and tax firms.
Global perspective
Our platforms in Germany, Luxembourg and Ireland offer institutional investors and asset managers huge potential and flexibility for global investments in alternatives.
Alternative Investments – Reporting
How investments in alternatives look can be clearly presented – with full transparency.
In addition to our detailed basic reporting, which provides an overview of commitments, capital calls and distributions, as well as internal rates of return and performance at the portfolio and target fund level, we also offer an additional report that gives investors even deeper insight – a full fund look-through down to each underlying investment.
Fund Look-Through Reporting
Investors gain access to over 300 data points and an interactive dashboard interface with fully configurable fields. The data can be aggregated flexibly and tailored to individual needs, making it possible to visualise portfolio allocation across a wide range of attributes – for example, by asset class, sector, country, or vintage year. In short, a fund look-through that reaches right into the core of the underlying investments.
The result: a report that provides the data and analytics needed for key investment decisions – interactive, user-friendly and fully customisable. In delivering this, we work with leading private market data platforms such as CEPRES or Burgiss.
Alternative Investments – Structures
A broad Spectrum
Investors can find solutions that meet all their investment requirements within the range of alternative investments. Whether direct or indirect; whether private equity or private debt – always tailored to the investor-specific needs and, depending on the structure, available in Germany, Luxembourg or Ireland.
Access to Alternative Investments
Your one-stop shop
Direct or indirect, fund of funds or special purpose vehicles? The structures that allow access to alternative investments vary significantly – as do your demands as an investor. Tax and supervisory regulation, level of experience dealing with the asset class, planned total investment, compliance with Solvency II, investment regulation or internal procedures – these all need to be considered. Alternatives are multi faceted investments. With this in mind, we offer you all these services from a single source in our one-stop shop.
Experience is Key
Innovative drive and customised solutions
Extensive expertise, a wealth of experience and a professional, highly-innovative team that sees itself as a “brain hub” for its clients – these are the pre-requisites for a future-oriented and successful partnership. The team is constantly professional and client-focused. And committed throughout to the success of the implementation.
Team.Work: our team has an ideal set-up to meet the demands of institutional investors and asset managers. What makes our team stand out is their innovative drive, their feel for marketable products and specific structures, as well as their expertise in regulatory requirements.
Track Record
Alternative Investments: Special structures Universal Investment and Universal Investment Luxembourg – invested capital of 123 billion euros and 298 active fund and securitisation structures for a wide range of investor groups – VAG investors, corporates and asset managers (as per 30 September 2025).
Source: Universal-Investment-Gesellschaft mbH As per 30 September 2025
Source: Universal-Investment-Gesellschaft mbH As per 30 September 2025
Contact
Dirk Grosshans
Head of Business Development DACH