FERI expects demand for alternative investments such as infrastructure, property, private equity and hedge fund investments to continue rising strongly in the coming years. FERI currently manages alternative investments worth around 8,5 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 expects demand for alternative investments such as infrastructure, property, private equity and hedge fund investments to continue rising strongly in the coming years. FERI currently manages alternative investments worth around 8,5 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.  

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.

Sustainability is not only a socio-political imperative. For FERI, it also includes a clear commitment to shared social responsibility as a financial services provider. This is why FERI places the sustainable development goals (SDGs) defined by the United Nations General Assembly (UN) at the forefront of sustainability considerations in all its investment solutions and advisory services. 

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 been continuously developing it since the 1990s. Thanks to its extensive experience, self-developed systems and access to almost 200 employees in all areas of the investment process, FERI creates significant added value for its clients through its range of consulting services.

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. 

Sustainability is not only a socio-political imperative. For FERI, it also includes a clear commitment to shared social responsibility as a financial services provider. This is why FERI places the sustainable development goals (SDGs) defined by the United Nations General Assembly (UN) at the forefront of sustainability considerations in all its investment solutions and advisory services. 

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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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, such as the OptoFlex, which was the best investment fund in the category of Convertibles & Volatility – 3 Years at the EuroHedge Absolute Ucits Awards 2018.

Investment Management with Distinction

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. An overview of our latest awards can be found here:

2020

  • Finanzenverlag selects the best funds for the €uro-FundAwards every year. In each categroy the three best funds with the best performance are awarded. For 2020, CondorChance-Universal advised by FERI  is 3rd in the category fund-of-funds only equities 10y (DF nur Aktienfonds 10J.          
  • The Condor Balance-Universal-Fonds managed by FERI has won the first place out of 29 for the category mixed funds balanced Europe in the latest crashtest by DASINVESTMENT again.  

2019

2018

  • OptoFlex: best investment fund in category of Convertibles & Volatility  – 3 Years at the EuroHedge Absolute Ucits Awards 2018.
  • In 2018, FERI is again among the Citywire Top 50 German independent asset managers.
  • FERRUM Fund Equity Hedge: winner in the category of Fund of hedge funds long-term performance (5 years) under $500m (HFM European Hedge Fund Performance Award).
  • The best asset managers for German-speaking Europe are selected once a year by the economic and financial publishers Fuchsbriefe. FERI is also represented on the Eternal Best List (Ewige Bestenliste) in 2018 (third place).

2017

  • OptoFlex: best investment fund in the Convertibles & Volatility – 1 Year category (EuroHedge Absolute Ucits Awards).
  • FERRUM Fund Equity Hedge: awarded Best sub-$250m FoHF (European Performance Awards).
  • Citywire nominates the leading German independent asset managers once a year. FERI ranks among the Top 50 in 2017.
  • FERRUM Fund Equity Hedge: two awards for Best Long/Short Equity Fund over 1 year and Best Long/Short Equity Fund over 5 years (BANCO Swiss Hedge Funds Awards).
  • OptoFlex: best investment fund in the category of Volatility Arbitrage (Equity) 2 years, 3 years and 4 years respectively (UCITS Hedge Awards).
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Katja Liese
Member of the Management Board
Corporate Strategy, Marketing and Communications

T +49 (0) 6172 916-3192
F +49 (0) 6172 916-1192
presse@feri.de

FERI AG
Rathausplatz 8-10
D-61348 Bad Homburg

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CONTACT
Contact
Katja Liese
Member of the Management Board
Corporate Strategy, Marketing and Communications

T +49 (0) 6172 916-3192
F +49 (0) 6172 916-1192
presse@feri.de

FERI AG
Rathausplatz 8-10
D-61348 Bad Homburg

Contact

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