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Alternative Investments Risk Management

FERI expects demand for alternative investments such as private markets (private equity, infrastructure, real estate) and hedge fund investments to continue rising strongly in the coming years. FERI currently manages alternative investments exceeding 18 billion euros, making it one of the largest providers in Germany.

For more than 20 years, we have been offering our clients individually tailored risk management solutions. Market risks are actively managed according to risk and return parameters jointly defined in advance.

In institutional asset management, FERI offers a broad range of asset management services for institutional investors. Our investment specialists have many years of experience in all asset classes and follow a multi-asset approach ranging from the development and implementation of individual investment strategies to quantitative risk management and control.

FERI is a byword for comprehensive, individual, transparent and sustainable advice and support for private clients. With over 30 years of experience, we offer private investors a wide range of asset management services.

Family Office Institutional Consulting

Strategic Asset Planning

Asset Liability Management Advice on Sustainability and SDG Comprehensive Support Cost Check Manager Check Portfolio Check Risk Management Risk Sheet

For us, your requirements and needs are the basis for planning and optimising your asset structure. We always keep an eye on all legal and tax aspects and try to bring about improvements for you. As we work strategically on a long-term basis, we place a strong focus on comprehensive future and succession planning. Foundation consulting is also part of our strategic asset structuring.

The FERI family office is the strategy advisor for your assets. We offer services ranging from strategic asset planning, implementation consulting and results monitoring and controls, through risk management and asset protection strategies to sustainability consulting.

With the help of an asset liability management study, FERI can show you whether a financing system in its current form is sustainable and whether sufficient risk carriers are available or whether a modification of the system is advisable.

During the transition to a sustainable future, FERI guides and supports you in the implementation of a sustainability concept and in the implementation and further development of existing solutions.

FERI’s comprehensive support ranges from optimal asset allocation and investment planning to appointing managers, reporting, monitoring and controls. Clear structures always ensure well-documented decisions and transparent investments.

FERI carries out a cost check in three steps and determines the costs for mandates, depositaries and investment management. In times of persistently low interest rates, these are a key factor in the performance of any portfolio.

FERI uses the three-step manager check to assess the quality and performance of asset managers.

FERI evaluates current portfolios in terms of expected returns and risk and checks whether the allocation still meets the requirements regarding yield and available risk budget. In addition, FERI presents you with alternative portfolios that promise higher returns with the same risk or offer similar opportunities for returns with reduced risk.

To ensure the success of the investment, FERI provides guidance on risk management processes. These range from the preparation of a risk manual and risk inventory to regular reporting and commentary.

In order to identify the risk sources and their distribution in the portfolio of an investment, FERI prepares a risk sheet, which makes this information transparent and clear. It clearly shows what share of the overall risk is attributable to the individual investment funds, segments and asset classes.

FERI offers its clients the entire process of investment consulting and has continuously developed it since the 1990s. Thanks to our extensive experience, self-developed research and analysing tools and the access to around 250 employees in all areas of the investment process, we create significant added value for our clients through our range of consulting services.

Asset Allocation Economics

Asset allocation – an overview of the latest market developments. FERI offers optimal, quantitative and qualitative support for decision-making, both in terms of strategic and tactical asset allocation.

FERI’s economic expertise is used in high-profile companies for operational planning and market research and in numerous banks for risk management from an industry perspective. We offer our clients the following services: worldwide economic data; global macro research; global economic, interest rate and currency forecasts; country and sector outlooks; FERI sector rating.

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Investment Management

Institutional Asset Management

Alternative Investments Risk Management

Private Wealth Management

Alternative Investments Risk Management

Investment Consulting

Family Office

Strategic Asset Planning

Institutional Consulting

Asset Liability Management Advice on Sustainability and SDG Comprehensive Support Cost Check Manager Check Portfolio Check Risk Management Risk Sheet

Investment Research

Asset Allocation

Economics

Investment Solutions

Institute

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You have to look at the smallest details to see the big picture.

Economic research gives us a profound understanding of the market. Our economics team collects economic data from around the world and uses it to create comprehensive scenarios and forecasts. This enables us to offer business outlooks for 60 countries and to provide comprehensive insights into more than 525 industries in Germany.

Economics – economic analyses

We are convinced that economic data and structural factors (fundamentals) are of crucial importance for events on the capital markets. Active, independent economic research can thus forecast key parameters of capital market development.

The analyses and forecasts prepared by our economics team contribute significantly to the understanding of current market developments, allow the projection of short-term scenario developments, and thus form the basis of strategic asset allocation.

We also make the expertise of FERI’s economics team available to external interested parties. Economic research is used in high-profile companies for operational planning and market research and in numerous banks for risk management from an industry perspective.

You can find some of the latest results of our analyses here. For further information on our regular research services, please visit our client portal or simply contact us!

Investment research with distinction

We are pleased to announce that the global macroeconomic survey provider Consensus Economics has awarded us the Consensus Economics Forecast Accuracy Award 2020 for our forecasts for Estonia and South Korea. The forecast accuracy was determined by examining GDP and consumer price forecasts submitted from January 2019 to December 2020 by all participants in the monthly survey. Consensus Economics then used Mean Absolute Error Analysis to compare these forecasts to actual results.

Study by the FERI Cognitive Finance Institute: Digitisation - Demography - Disparity (in German)

Each of the three megatrends - digitization, demography and disparity - will develop dynamically in the coming years. This alone will have noticeable consequences for societies and also for the capital markets. The intensive interactions between the three trends reinforce this dynamic and further increase their economic and social relevance.
The study aims to take a closer look at the "three D-Trends" and highlight the complex system of mutual interdependencies and feedback processes.

Learn more

FERI Economics client portal

Click here to see our country, interest rate and industry reports as well as a large number of overview and evaluation tables and background information.

Go to the FERI Economics client portal

Global economic and interest rate forecasts

On the basis of our own comprehensive business, structural and capital market data, which are also available to our clients via the FERI data manager, the economic performance of 60 countries is continuously analysed and forecast using econometric approaches. The models used are updated at least quarterly to ensure a high degree of responsiveness to new developments.

Interest rate and currency forecasts are components of the macroeconomic models. For important regions such as the USA, the euro zone, Japan and the UK, central bank rates, money market indicators, government bond yields across all maturities and covered bond (German Pfandbrief) and corporate bond spreads are analysed and forecast in separate models.

The quantitative forecast results are available to our clients on our databases. Reports for each country and our monthly interest rate report contain the key forecast results as well as explanatory texts. In addition, a large number of standardised evaluation tables are available.

FERI sector rating

The FERI sector rating is used by a large number of financial institutions in back office functions and for the management of loan portfolios.

The sector rating reflects the industry-specific credit default risk (counterparty default risk). The quarterly rating of more than 500 sectors in Germany and 100 industries worldwide focuses on fundamentals and is based on FERI’s detailed sector forecasts, which in turn are based on macroeconomic outlooks and are notable for their consistency.

The reports for each industry contain the rating results and an explanation of the underlying forecasts. The profit and loss accounts at the industry level allow the comparison of specific company data with the respective industry benchmark. In addition, a large number of standardized evaluation tables and additional information are available.