Agenda

All times are Central European Time (CET)

About the events

Opening session

CEO Francesca McDonagh opens the event on 30 September centrally in Frankfurt. This opening session will be livestreamed from Germany to the other three hosting sites, ensuring all participants can experience the moment together. Those unable to attend the session in person due to registration limits or operational reasons, can watch it on their device, like a town hall meeting.

Marketplace

The Marketplace is an open, physical space at each location where groups of employees host booths to present various topics that help move us forward as a Group. Your colleagues will showcase different exciting topics at each site – ranging from innovations like Generative AI and operational excellence through automation, to strategic growth initiatives such as the Commercial Excellence Programme and our Product Catalogue, demonstrating how One UI comes to life – and how everyone else can benefit from their experiences. Roam around and exchange thoughts and experiences with the topic experts at the booths.

Topics

Frankfurt:

• Setting our course: How our Risk appetite (statement) drives growth

• Smarter tax with Raquest: Automatisated relief, reclaim & reporting

• Transforming how we work with Generative AI

• Boosting further growth with our improved Product Catalogue

• Leveraging FIS Investran to support LUX alternative investment business

• Groupwide Data Strategy: Driving digital innovation

• From Role Grading to Career Shaping – Growing in UI

• SRM – Growth Strategy + Commercial Excellence

• BVK Central FX Overlay

Krakow:

• The power of End-to-End processes demonstrated by our new Fund Accounting Delivery Centers

• Measuring what matters: Driving results with Scalability & Productivity

• Keeping our operations safe – Cyber Security made in Krakow

• Transforming how we work with Generative AI

• From Role Grading to Career Shaping – Growing in UI

• UI Growth Strategy - Pillar 2, Pillar 4 and Product Catalogue

• Automation report for the NAEV customer

Luxembourg (efa):

• From manual to scalable: Automating processes for increased speed and quality

• United in buying – implementing the new Group Procurement Policy

• A day in the life of Xentis – our most critical system in action

• From manual effort to robots at work – Data Harvester

• Staying resilient – Business Continuity & Incident Management

• IT integration & local IT projects: Improving our Operating Model through technological innovation

• From Role Grading to Career Shaping – Growing in UI

• Hunting faster, converting prospects better – with the Commercial Excellence Programme

Dublin:

• How to win clients with innovative products (e.g. with Active ETF)

• Hunting faster, converting prospects better – with the Commercial Excellence Programme

• From Role Grading to Career Shaping – Growing in UI

• Enabling product flexibility – our Digital Oversight Tool in practice

Collect stickers and win prizes

New perspectives aren’t the only thing you can win by attending the marketplace! At each booth, the hosts will hand out stickers for you to collect on a special sticker card. With a complete sticker card, you gain the opportunity to enter a raffle with attractive prizes for you to take home.

Discussion

During this session, a panel of members of the C-board and the Senior Leadership Team will discuss different topics across the locations that are important for Universal Investment's future and our vision of future growth.

Topics

• Frankfurt: The role of internationalisation for future growth

• Krakow: The new Operating Model in Krakow as enabler for growth

• Luxembourg (efa): One UI, one offering – a unified scalable Product portfolio to accelerate growth

• Dublin: Unlocking growth through the collaboration between Dublin and the rest of UI group

Get together

We invite all participants to come together and enjoy the rest of the day. This provides the perfect opportunity to unwind, reflect on the day's insights, and continue conversations. We will also announce the winners of the sticker competition and present them with their prizes.