ESG-Reporting von Universal-Investment
ESG-Reporting von Universal-Investment Logo

The ESG-Reporting tool analyses a portfolio’s overall level of sustainability and identifies any potential ESG weak spots.

Portfolio optimisation: ESG-Reporting offers new opportunities

Thanks to Universal-Investment’s independent ESG-Reporting system, you can rate the sustainability of your fund portfolios. Our reporting model uses reliable indicators for ESG-based investment strategies. For investors and for fund initiators. The ESG-Reporting tool analyses a portfolio’s overall level of sustainability and identifies any potential ESG weaknesses. What is in it for you? You receive a holistic overview of the environmental, social and governance standards of your investments as well information on the key drivers behind your portfolio’s sustainability score. MSCI®, a leading global research group, delivers the data required. The MSCI® database leverages its aggregated ESG scores of global investments (MSCI® is a registered trademark of MSCI Inc.).
ESG-Reporting, Environmental, Social, Governance
Since the ratification of the Paris climate goals for 2030, sustainable returns require redirected capital flows. The goal is to deliver a balance between returns and ESG compliance.

ESG-Reporting: how it works

Since the ratification of the Paris climate goals for 2030, sustainable returns require redirected capital flows. ESG-Reporting covers the traditional presentation of allocations and monitors the overall context of the portfolio. The goal is to deliver a balance between returns and ESG compliance. Universal-Investment’s ESG-Reporting system provides an overview of a fund’s key sustainability criteria and offers a comparision with ESG benchmarks and market benchmarks.
Universal-Investment adopts a convincing top-down approach for its ESG-Reporting. A carbon footprint calculation can also be provided for each individual industry.

Sustainability in figures: portfolios and ESG scores

How does my fund portfolio compare to ESG criteria, including environment, social and governance standards? Which aspect of sustainability counts most for my overall ESG score? Comprehensive ESG-Reporting is delivered on time with reliability and transparency.

ESG-Reporting tool supplies the visual format you require.

Customised reporting according to the required depth of detail

Whether you want to highlight your carbon footprint, your attribution analysis, your ESG score or provide details on sectors and individual companies – our ESG-Reporting tool supplies the visual format you require. The separate evaluation, including the aggregation of all individual fund assets, as well as chosen benchmarks, provide a clear overview of your portfolio with overall ESG score and depth of coverage.
ESG-Reporting, ESG benchmark, ESG score, ESG investment strategy, ESG portfolio analysis, SDG report, ESG criteria
ESG-Reporting, ESG benchmark, ESG score, ESG investment strategy, ESG portfolio analysis, SDG report, ESG criteria

ESG-Reporting tool: A convincing top-down approach

The Top 10 ESG positions and the Top 10 Flops

Universal-Investment adopts a convincing top-down approach for its ESG-Reporting: After general information follows an analysis of individual portfolio positions which are performing particularly well (The Top 10) and which are performing particularly badly (The Flop 10). Business involvement evaluations and impact monitoring indicate the proportion of controversial industries, countries and practices represented in the portfolio. A carbon footprint calculation can also be provided for each individual industry.
ESG-Reporting tool: Find the right benchmarks for your ESG-Reporting set-up

Benchmarks and ESG controversies

ESG-Reporting specialists at Universal-Investment are on hand to help you find the right benchmarks for your ESG-Reporting set-up. The Business Involvement Analysis included in our services is underpinned by data from MSCI®. Exclusion criteria can therefore be established for companies that generate revenues from controversial business areas, violate ESG standards and regulation or are subject to sanctions.

ESG -Reporting: facts in focus

ESG-Reporting with Universal-Investment: facts in focus

Basis for the implementation of an ESG-based investment strategy

Reliable data from MSCI®

Depth of detail can be tailored to your requirements

Support in the definition of benchmarks and the individual ESG set-up

Reporting tool with modular features tailored to individual needs

Top 10 ESG positions and Top 10 Flops

Basis for the implementation of an ESG-based investment strategy

Reliable data from MSCI®

Depth of detail can be tailored to your requirements

Support in the definition of benchmarks and the individual ESG set-up

Reporting tool with modular features tailored to individual needs

Top 10 ESG positions and Top 10 Flops

ESG-Reporting von Universal-Investment bietet neben der ESG-Analyse auch die Darstellung des CO2-Fußabdrucks eines Portfolios.
ESG-Reporting, ESG Benchmark, ESG Score, ESG Investitionspolitik, SDG report, ESG Kriterien
ESG-Reporting tool including carbon footprint

Optimise your potential: carbon footprint

In addition to providing ESG analyses, Universal-Investment's reporting tool can also display a portfolio's carbon footprint. It highlights the CO2 emissions of individual positions, identifies possible carbon risks and analyses efficiency, risk exposure and positive asset allocation with regards to clean technology.
Universal-Investment: Sustainability, responsibility, transparency

Universal-Investment is one of the leading European fund service platforms and Super ManCos

ESG-Reporting from the market leader

ESG-Reporting by Universal-Investment uses reliable indicators for ESG-based investment strategies. Whether you want to highlight your carbon footprint, your attribution analysis, your ESG score or provide details on sectors and individual companies, our ESG-Reporting tool supplies the visual format you require – transparent, detailed and dependable. Let's talk.

With more than 710 billion euros in assets under administration (as of September 2021), Universal-Investment is one of the leading European fund service platforms and Super ManCos.

Thorsten Schneider
Thorsten Schneider Head of Sales Institutional Investors
& Fund Distribution
Universal-Investment-Gesellschaft mbH

Marcus Kuntz
Marcus Kuntz Head of Asset Manager Solutions
Universal-Investment-Gesellschaft mbH


Robert Bluhm
Robert Bluhm Sustainability Officer
Head of Product Management
Alternative Investments & Structuring
Universal-Investment-Gesellschaft mbH
Thorsten Schneider
Thorsten Schneider Head of Sales Institutional Investors
& Fund Distribution
Universal-Investment-Gesellschaft mbH

Marcus Kuntz
Marcus Kuntz Head of Asset Manager Solutions
Universal-Investment-Gesellschaft mbH


Robert Bluhm
Robert Bluhm Sustainability Officer
Head of Product Management
Alternative Investments & Structuring
Universal-Investment-Gesellschaft mbH
Thorsten Schneider

Thorsten Schneider Head of Sales Institutional Investors
& Fund Distribution
Universal-Investment-Gesellschaft mbH

Marcus Kuntz
Marcus Kuntz Head of Asset Manager Solutions
Universal-Investment-Gesellschaft mbH


Robert Bluhm
Robert Bluhm Sustainability Officer
Head of Product Management
Alternative Investments & Structuring
Universal-Investment-Gesellschaft mbH
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