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 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.
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.
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 – 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 success.

FERI is often at the forefront when it comes to successful investment concepts. This is proven year after year by numerous awards for our investment solutions.

The multi-asset investment house with distinction.

We have been offering our clients independent and high-quality investment solutions for over 30 years. The excellent know-how of our investment specialists has already received several international awards.

You can find an overview of our current awards here:

Excellent OptoFlex

With the win in the category "Volatility Fund", our successful Flex family can be pleased about another international award. In the impressive ambience of the National History Museum, With Intelligence presented its awards for the most successful hedge funds, CTAs and funds of hedge funds in Europe. The award is great praise for the outstanding work that our Flex team does day after day. And in addition to the dedication of our colleagues, the systemic approach of the Flex family continues to be a key success factor.

Master status in sustainability research

Sustainability is no longer a niche topic for us, but rather a social and socio-political imperative. As a responsible company, FERI supports the Sustainable Development Goals and is guided by the UN Sustainable Development Goals (SDG). We are pleased that our sustainability orientation has been confirmed with an outstanding rating from the FUCHS | RICHTER auditing body. Our strong social commitment, our independent product and sustainability analysis as well as our intensive employee training were particularly praised. A strong sign that our commitment "pays off".

Trusted Wealth Manager 2023

With regard to our customer orientation, as a multi-asset investment house we strive to work together in a spirit of trust. Our clients are our focus: services are always to be provided in the interest of our clients and conflicts of interest are to be avoided as far as possible. The Proof of Concept? Our current award as Trusted Wealth Manager 2023! In order to continue to live up to this claim, FERI is subject to ongoing monitoring by the FUCHS | RICHTER auditing body (www.prüfinstanz.de). FERI is certified as dealing fairly with customers. Please find more information here.

5 stars for FERI ESG offer

We received the highest rating of five stars as the best independent asset manager in the area of sustainability. The business magazine Capital and the Institut für Vermögensaufbau (Institute for Asset Accumulation) examined the ESG/sustainability offerings on the basis of ESG criteria in the portfolio, in the investment process and in the company itself. FERI can serve all three categories: We implemented a sustainability approach based on the SDGs in our investment solutions and advisory services years ago. Our SDG Office steers strategic investments into a future-oriented and responsible investment strategy. For us as a company, the topic of sustainability includes a clear commitment to social co-responsibility.

Winner of UCITS Hedge Awards

In the last 10 years, our FERI OptoFlex has been able to convince in international comparisons several times. Most recently, the OptoFlex was awarded the title "Best Performing Fund over 7 Years" in the category "Volatility Arbitrage" by The Hedge Fund Journal and thus won the UCITS Hedge Awards for the second time in a row. What's more, it is also one of the best performers in its category among risk-adjusted performers in the UCITS hedge fund industry. It proved this once again by winning the EuroHedge Absolute Ucits Award in the Convertibles & Volatility - 3 Years category in London.

Best Fund Group 2023 | CH

The fact that FERI's investment solutions are also recognized beyond Germany's borders is reflected in the various international prizes and awards it has received. For example, FERI was awarded the Switzerland Awards as Best Fund Group 2023 in the category Equity - US Blend by Citywire Switzerland.

More awards

  • Digital Champion 2023 | FERI | FOCUS-MONEY | Link
  • Citywire Germany Award 2023 - Best Fund Manager and Fund Company in the Sector Equities US Mixed | FERI | Citywire Germany | Link Best Fund Manager / Link Best Fund Company
  • Top 100 Fund Managers Europe, Rank 6/11 in Germany | Knut Moreth | Citywire Selector | Link
  • Consensus Economics Forecast Accuracy Award 2023 | Forecasts for the Netherlands, Lithuania and Singapore | Consensus Economics | Link Netherlands / Link Lithuania / Link Singapore
  • The European Funds Trophy 2023 - The Best Luxembourgish Asset Management Companies | FERI Luxembourg | Fundclass | Link
  • Top 50 Asset Managers | FERI | Citywire Germany                           
  • Most popular fund policy providers | uniVersa | FONDS professionell | Link
  • Citywire Deutschland Award 2022 - Best Fund Manager and Fund Company in the Sector Equities US Mixed | FERI | Citywire Deutschland | Link Best Fund Manager / Link Best Fund Company
  • Top funds in fund policies, 4th/10th place | Best Global Concept fund | FONDS professionell | Link
  • Fund Quality "VERY GOOD" | FERI | Handelsblatt / Assekurata | Link
  • Switzerland Awards 2022 - Best Fund Group - Category Equity US Blend | FERI | Citywire Switzerland | Link
  • Switzerland Awards 2022 - Best Fund Manager - Category Equity US Blend | FERI Flex Teams | Citywire Switzerland | Link
  • Citywire Selector Eurostars 2022 | FERI | Citywire Selector
  • UCITS Hedge Awards 2022 - Best Performing Fund over 7 Years - Category Volatility Arbitrage | OptoFlex Fund | The Hedge Fund Journal | Link
  • UCITS Hedge Awards 2022 - Best Performing Fund in 2021 and over 2 and 3 Years - Category Long US Equities/Short Volatility Overlay | US EquityFlex funds | The Hedge Fund Journal | Link
  • €uro FundAwards - Category DF only equity funds over ten years / for one year | Condor Chance-Universal-Fonds | Finanzenverlag
  • €uro FundAwards - category DF only equity funds over three / five / ten years | Condor Trends-Universal-Fonds | Finanzenverlag
  • €uro FundAwards - Category MF predominantly equities | US EquityFlex-Fonds | Finanzenverlag
  • The Best Asset Managers - Balanced / Top Performers over the Long Haul | FERI | Wirtschaftswoche
  • Top 50 Asset Managers | FERI | Citywire Germany | Link
  • HFM European Performance Awards 2021 - Alternative Risk Premia | OptoFlex Funds | Hedge Funds Review
  • Consensus Economics Forecast Accuracy Award 2020 | Forecasts for Estonia and South Korea | Consensus Economics | Link Estonia / Link South Korea
  • €uro-FundAwards - Category MF mainly equities over three and five years | EquityFlex P-Fonds | Finanzenverlag
  • €uro FundAwards - category DF equity + bond funds over 20 years | Condor Balance-Universal-Fonds | Finanzenverlag
  • €uro FundAwards - Category DF only equity funds over ten years | Condor Chance-Universal-Fonds | Finanzenverlag
  • €uro FundAwards - Category DF only equity funds over five years | Condor Trends-Universal-Fonds | Finanzenverlag
  • Morningstar Quarterly Ranking, Top 10 in the Segment of More Exclusive, Smaller Providers | FERI | Morningstar | Link
  • Top 50 Asset Managers | FERI | Citywire Germany | Link
  • Citywire Germany Award 2020 - Sector Mixed Fund Dynamic in Euro | FERI | Citywire Germany | Link
  • €uro-FundAwards - category fund of funds only equity funds 10 years | Condor Chance-Universal-Fonds | Finanzenverlag
  • The best balanced European mixed funds, rank 1/29 | Condor Balance-Universal-Fonds | DAS INVESTMENT | Link
  • Top 50 Asset Managers | FERI | Citywire Germany | Link
  • Top Funds in Fund Policies, Rank 4/10 | Best Global Concept Funds | FONDS professionell | Link
  • Citywire Deutschland Award 2019 - Best fund manager and fund companies in the sector offensive mixed funds | FERI | Citywire Deutschland | Link
CONTACT
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Marcel Renné
Chairman of the Board


Rathausplatz 8-10
D-61348 Bad Homburg

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Renné Marcel Presse (1)
Chairman of the Board


D-61348 Bad Homburg
Rathausplatz 8-10

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