Future trends have the potential to change the world for the better. Trends that we make investable - and in which you as an investor can participate and benefit from their effects.
We live in a world that is constantly changing. Technological progress has revolutionized our world and will continue to do so in the future. Structural changes in society are having an impact on the economy. Rising life expectancy, global population growth and rapidly increasing urbanization in emerging markets - all this determines future developments on several levels. At the same time, we need to protect our ecosystems on land and in water, drive decarbonization and operate sustainably.
per year plan
key sectors to invest in
Industry 4.0.1
say that blockchain technology
has already
taken place and that it
is scalable.2
higher expected annual
growth rate of
labor productivity with
comprehensive integration
"generative AI" into today's
world of work.3
is the estimated
market value for implants /
wearables in the
healthcare sector.4
electric vehicles are expected
worldwide in 2030.
A tenfold increase vs.
the year 2020.5
is the economic output
of the oceans and seas.
If they were to form a country,
it would be the seventh
economic power in the world.6
Since 2016, the FERI Cognitive Finance Institute has been researching and analyzing longer-term trends and systemic developments from which a comprehensive picture of the future can be derived. Despite the fast pace and uncertainty of today, important "megatrends" and core topics for the future have emerged.
With the FERI Future Portfolios, we have now succeeded in transferring these future themes into our own investment solution. In this way, we give investors the opportunity to participate in the future and help shape it.
Magdalena Fest, Lead Portfolio Manager
The depth of our analyses enables us to identify themes and trends at an early stage and make them investable for our investors. We focus on long-term and continuous transformational movements. Our target funds are designed to invest in companies focused on future themes such as artificial intelligence, robotics, longevity, biotechnology and renewable energy. Companies that preserve and promote biodiversity or put ocean protection at the heart of their business.
Level 1: Early identification and definition of themes as well as review of investment opportunities.
Level 2: Selection of funds that transparently reflect the identified themes and have an attractive risk/return profile in combination with our sustainability requirements.
With our FERI Cognitive Finance Institute, we have direct access to a broad pool of sound expert opinions and visionary ideas.
Our focus is on long-term and continuous conversion movements. Accordingly, we follow the "steady hand" principle in the FERI Future Portfolios.
Theme investments offer broad diversification across regions and sectors. The FERI Future Portfolios offer a further level of diversification through investments in target funds.
Structural and global change dynamics can trigger future trends of great magnitude and offer attractive investment prospects. The FERI Future Portfolios offer the opportunity to participate in these trends.
Contact us and start your journey into the future with FERI Future Portfolios - with carefully crafted investment ideas that create social value and provide solutions to global challenges.
Lead Portfolio Manager
Co-Portfolio Manager
Junior Quantitative Analyst
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Risks:
Note: This is a marketing communication from FERI AG ("FERI"). It is intended solely for your non-binding information and does not constitute an offer to buy, sell or subscribe to any investment security or to manage any assets. All statements and information contained herein are based on sources believed to be reliable. Nevertheless, no guarantee is given for their correctness and completeness. The same applies to opinions, recommendations, analyses, concepts and forecasts, which are merely non-binding, subjective value judgments on the part of our company. Statements on performance, simulations or forecasts of financial instruments, indices or securities services are not reliable indicators of future developments.
This is not a substitute for investment, legal or tax advice and does not take into account personal, in particular financial, circumstances, investment strategies and objectives, experience and knowledge.
This information does not satisfy all legal requirements to ensure the impartiality of investment recommendations and investment strategy recommendations. For each investment and its management, only the respective subscription documents, sales prospectuses and/or contractual documents, supplemented by the latest audited annual and semi-annual reports and the key investor information or the PRIIPs basic information sheet, are authoritative. These also contain information on the risk profile and risk warnings. Interested parties can obtain these documents free of charge in electronic or printed form in German from the respective capital management company or depositary. This information relates exclusively to the time of preparation. It is not continuously updated. FERI reserves the right to change opinions and recommendations without further notice. The statements and information contained herein may not be distributed or used in the U.S. or other jurisdictions in which it is restricted and is not directed at U.S. persons (as defined in Regulation S under the U.S. Securities Act of 1933 and/or Rule 4.7 of the U.S. Commodity Futures Trading Commission). If you require further information or advice tailored to the needs of investors and properties, we recommend that you contact your client advisor. This information may not be passed on to third parties or copied, reprinted or otherwise reproduced in whole or in part without the written consent of FERI. FERI accepts no liability for any damage or loss arising directly or indirectly from the distribution or use of this information. FERI is licensed in Germany as a medium-sized securities institution. In Austria, FERI is represented by a branch office, Getreidemarkt 14/25, A-1010 Vienna. FERI is subject to supervision by the German Federal Financial Supervisory Authority (BaFin), Graurheindorfer Str. 108, 53117 Bonn. However, BaFin has not reviewed, approved or endorsed this information.
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