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 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.
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 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 – 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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#FERIhilft - achieving more together: for refugees

The terrible war in Ukraine has been raging since February. At FERI it was and is very close to our hearts to help the people affected. The ideas of what we could do were as diverse as our employees.

Supporting together

We have been working with the team of the Kinderschutzbund Hochtaunus for a long time and are convinced of their positive contribution to society. They are very committed to equal education for all children and young people in the region. As an education centre, we wanted to actively support the idea of making it easier for refugee children and mothers from Ukraine to start their lives here in Bad Homburg, and therefore launched the internal donation campaign #FERIhilft.

We doubled every euro that our employees donated under the keyword. In this way, more than €20,000 was collected in just two weeks. With this money, the Child Protection Association can offer a language course in addition to regular play/craft and cooking meetings to exchange ideas. In addition, joint excursions are organised to get to know Bad Homburg and the surrounding area.

We are proud that thanks to our joint efforts, this care programme can now be offered on a long-term basis!

Be active together

All FERIans were also able to actively support various aid campaigns during their working hours.

In Bad Homburg, for example, some of them helped to sort the overwhelming flood of donations in kind in the clothing store set up in March in the vaccination centre of the Hochtaunus clinics or to set up and fill shelves donated by us. All in all, around 100 hours of voluntary work were put in. And we think the result is something to be proud of!

But not only here in Bad Homburg, but also at the other FERI locations, our colleagues actively supported various aid projects, took in refugees or collected donations in kind.

Achieving even more locally

In addition, our locations in Germany and Austria were each given the opportunity to support heartfelt projects of their choice with 5,000 euros. The selected projects were as diverse as our locations. But financial help is not the end of the story for our colleagues - they often became active there themselves.

Düsseldorf location: action medeor - medical supplies for crisis areas

action medeor has been providing a wide range of aid in crisis regions as the world's emergency pharmacy since 1964. Our colleague Frank Straatmann (member of the management board and head of the Düsseldorf office) visited the site in July and was impressed by the commitment and professionalism with which the work is done.

Today, about 80 (full-time and voluntary) employees send about 400 tonnes of relief supplies worldwide every year. But the scale of the aid for Ukraine is unique in the history of action medeor: since the beginning of the war, one to two truckloads of medical supplies (medicines, dressing materials, medical technology, etc.) have been going to Ternopil in western Ukraine every week and are distributed from there to hospitals and pharmacies throughout the country. In the process, 300 tonnes of aid deliveries have already been collected by July 2022 alone.

In addition, six ambulances were delivered to hospitals in the war regions. We think this is a great achievement and are pleased that we can contribute to it with our donation.

Hamburg location: HANSEATIC HELP - Help for refugee families in Hamburg

Since 2015, the non-profit organisation Hanseatic Help has been providing uncomplicated help in Hamburg and the surrounding area, nationwide and internationally.

With the newly established Hanseatic Help Stores, privately housed Ukrainian families in Hamburg are currently being provided with the most basic necessities. They receive urgently needed clothing, hygiene articles and other essentials for daily life.

This is where our colleagues in Hamburg come into play: they have not only decided to make their location donation to Hanseatic Help, but are also happy to help with the sorting and storage of donations and relief supplies if needed.

Vienna location: SOS Children's Village Austria - the project close to our Viennese branch's heart

SOS Children's Villages has been active in Ukraine for over 20 years and is able to support children and families in Ukraine in the current situation together with local partners. They help with evacuation and emergency shelters as well as transport to safe areas. They also provide food and hygiene articles and offer immediate psychological support.

In Poland and Romania, the organisation takes in refugee children and families in the SOS Children's Villages. And in Austria, too, refugee children and families from Ukraine find refuge in SOS Children's Villages and through the host family programme. In addition, they receive long-term help, accompaniment and support in Austria as well as for a possible return to Ukraine.

Our colleague Doris Hösch presented our donation on behalf of the Vienna branch in July to support SOS Children's Villages Austria in this important work.

We would like to thank all FERIans for their active and dedicated commitment!
True to the motto: FERIhelft - achieving more together.

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D-61348 Bad Homburg

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


D-61348Bad Homburg
Rathausplatz 8-10

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