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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 15 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.

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Green light for innovation.

FERI is in the front row when it comes to successful investment concepts. This is proven year after year by numerous awards for our investment solutions.

Investment management 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:

2022

In our advisory role for uniVersa's investment committee, we are pleased to be represented with the most attractive fund policies on the market. For example, uniVersa was voted the most popular fund policy provider with 29.2 per cent of the votes in an exclusive survey by the investment magazine FONDS professionell.
FERI conceded a placement in the Citywire Deutschland Awards 2022 twice. In the category "Equities - US Mixed" Citywire Deutschland awarded our two portfolio managers Daniel Lucke and Florian Astheimer the title of "Best Fund Manager" and FERI Trust the title of "Best Fund Company".
FONDS professionell awarded FERI in its annual market study "Fondspolicen Spezial": We thus ranked 4th among the leading investment houses for fund policies in the German market.
For the third time, Handelsblatt and Assekurata also assessed fund companies in addition to insurers in 2022. The FERI result is impressive: Because our fund quality was awarded "VERY GOOD".
At the Switzerland Awards 2022, Citywire Switzerland recognised the work of our FERI Flex team with the title of "Best Fund Manager" in the category "Equity - US Blend" and FERI Trust with the title of "Best Fund Group" in the same category.
FERI was awarded one of the 250 best fund managers in Europe at the Citywire Selector Eurostars 2022 by Citywire Selector.
The Hedge Fund Journal honoured us twice with the UCITS Hedge Awards 2022, awarding the OptoFlex the title of "Best Performing Fund over 7 Years" in the category "Volatility Arbitrage" and the US EquityFlex the title of "Best Performing Fund in 2021 and over 2 and 3 Years" in the category "Long US Equities/Short Volatility Overlay".
The Condor-Universal fund family managed by FERI was once again honored at the €URO-FundAwards 2022. The CondorChance-Universal achieved first place in the category "DF only equity funds" over ten years and third place for one year. The CondorTrends-Universal has even reached second place three times (for three years, five years and ten years).
The US EquityFlex was also awarded the €URO FundAwards 2022 by Finanzen Verlag and achieved first place for the assessment period of one, three and five years in the category "MF predominantly equities".
Wirtschaftswoche awarded FERI as one of the best asset managers: we took 5^th place in the category "The Best Asset Managers - Balanced" and 10^th place in the category "Top Performers over the Long Haul".

2021

For the fifth consecutive year, FERI is among Citywire's Top 50 Asset Managers. This means that we were once again identified as one of the most important among thousands of providers.
The OptoFlex received the award in the "Alternative Risk Premia" category at the HFM European Performance Awards 2021 .
For our forecasts for Estonia and South Korea, global macroeconomic survey firm Consensus Economics awarded us the Consensus Economics Forecast Accuracy Award 2020. To determine forecast accuracy, GDP and consumer price forecasts submitted by all monthly survey participants from January 2019 to December 2020 were examined and then compared to actual results using Mean Absolute Error Analysis.
With the €uro FundAwards, Finanzen Verlag regularly honors the best funds of the past one, three, five, ten and 20 years. Our EquityFlex P reached this year in the category "MF predominantly equities" over three and five years the first place.
Also the Condor fund family managed by FERI was awarded several times with a €uro Fund Award:
- the CondorBalance-Universal achievedsecond place in the category "DF Aktien- + Rentenfonds"over 20 years,
- the CondorChance-Universal in the category "DF only equity funds"over ten years the first place,
- and the CondorTrends-Universal in the category "DF only equity funds" among others over five years the first place.

2020

Once a quarter, the Morningstar Quarterly Ranking analyzes the quality of European fund providers and subsequently selects the best. We are very pleased that we have improved significantly in the current ranking and are now represented in the segment of the more exclusive, small providers among the top 10.
FERI is on the Recommended List 2020/21 of Private Banker magazine. This gives interested parties an overview of the independent wealth service providers in different regions.
This year, FERI was also once again selected by Citywire magazine as one of the Top 50 Wealth Managers Germany out of thousands of financial houses.
In 2020, we are again successfully represented at the 5th Citywire Germany Awards - this time as a winner in the sector Mixed Funds - Dynamic in Euro.
The Finanzenverlag annually honors the best funds with the €uro-FundAwards. Awards are given to the three funds with the best performance in each case. For 2020, the CondorChance-Universal advised by FERI occupies the 3rd place in the category "Fund of funds only equity funds 10J."
The Condor Balance-Universal-Fonds managed by FERI has in the current Crashtest of DASINVESTMENT in the category "Mixed Funds Balanced Europe" among 29 offers for the repeated time occupied first place.

2019

Also in 2019, Citywire Germany FERI again selected from thousands of financial houses in Germany as the Top 50 Asset Managers.
The fund Best Global Concept managed by FERI ranks - together with well-known concepts of large companies - among the top ten largest portfolio funds in unit-linked life insurance in 4th place. This is the result of an exclusive study by FONDS Professionell Multimedia GmbH on the top funds in unit-linked policies.
For the fourth time, the Citywire Germany Award 2019 was presented to the best fund managers and fund companies for their outstanding performance. We congratulate our team on winning the 2019 award in the sector offensive mixed funds.