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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 worth 15.4 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 230 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.

Sustainable investment solutions CSR

The topic of sustainability is not only a socio-politically relevant imperative, but also involves a clear commitment to social co-responsibility as a financial services provider for FERI. That is why FERI places the UN SDGs at the forefront of its sustainability considerations in all investment solutions and advisory services.

Commitment is the only way to make a difference. Be it in cultural, social or ecological terms. This applies to every individual and especially to companies like us. That is why we are committed to causes that are close to our hearts and promote the issue of sustainability on many levels.

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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

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Sustainability

Sustainable investment solutions

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FERI Trust GmbH

T +49 (0) 6172 916-3600
F +49 (0) 6172 916-9000
ft@feri.de

Rathausplatz 8-10
D-61348 Bad Homburg

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FERI Trust GmbH

+49 (0) 6172 916-3600
+49 (0) 6172 916-9000
ft@feri.de

D-61348Bad Homburg
Rathausplatz 8-10

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FERI Private Clients

Produced for the Bad Homburg Open, which FERI supports as a premium partner, the video addresses (in German) the area of tension between the transfer of responsibility and the impact of the "NextGen" in the field of wealth management.

Go to the FERI YouTube Channel

Time to celebrate.

Congratulations FERI Trust Luxembourg - and all colleagues of our local fund management company! 15 years ago, on May 23^rd2007, our subsidiary FERI Trust (Luxembourg) S.A. was founded. An absolute milestone - after all, Luxembourg is the largest fund market in Europe and the second largest fund market in the world. Today FERI Trust Luxembourg S.A. manages a double-digit billion EUR volume.

Learn more about FERI Trust (Luxembourg) S.A.

Freedom is our greatest asset.

FERI can move freely, independently and autonomously in the markets, evaluate investment opportunities objectively and make completely unbiased recommendations.

Go to FERI Investment Consulting

Diversity makes all the difference.

Every person is different. And that is exactly what we want. People who think differently, who are multi-faceted and courageous and know what they can do. This benefits not only us as a team, but above all our clients.

Learn more about your career at FERI

Green light for innovation.

FERI is in the front row when it comes to successful investment concepts. Year after year we receive numerous awards for our investment solutions.

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More FERI websites

The FERI Cognitive Finance Institute was established in 2016. It is the strategic research centre and creative think tank of the FERI Group. The Institute focuses on innovative analyses and the development of methods for long-term economic and capital market research.

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As the investment fund adminstrator, FERI Trust (Luxembourg) S.A. coordinates the entire fund structuring and fund floating process of the FERI Group.

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FERI (Schweiz) AG is - among other things - the innovation hub for the development and implementation of new investment approaches by the FERI Group.

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Our awards

For over 30 years, we have offered our clients independent and high-quality investment solutions. We have received several international awards in recognition of the outstanding expertise of our investment specialists.

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We are commited

As a company, we are aware of our social responsibility. To make the world a sustainably better place for all, we support selected projects and cooperate with various organisations.

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Recognition is more than just seeing

The FERI Cognitive Finance Institute is the strategic research centre of FERI AG and acts as a creative think tank. In particular, it analyses the economy, the capital markets and the wealth protection segment, focusing on all long-term trends and systemic developments from which it can develop a detailed picture of the future. The Institute’s analyses and studies provide investors and asset owners with effective decision-making aids and strategic guidelines for increasingly complex capital market issues.

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