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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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Alternative Investments Risk Management

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Asset Liability Management Advice on Sustainability and SDG Comprehensive Support Cost Check Manager Check Portfolio Check Risk Management Risk Sheet

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Society is what we make of It.

Only commitment can make a difference, be it culturally, socially or ecologically. This applies to every individual and above all to companies like us. That is why we provide support for things that we care about.

FERI is comitted

FERI is aware of its social responsibility and supports various projects and organisations – especially in Bad Homburg, Germany, where our headquarters are located. Because our home community is particularly close to our hearts.

#FERIhilft - achieving more together: for refugees

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

Learn more about FERIhilft

Team Rynkeby Europe: Cycling for seriously ill children

We have been sponsoring the charity cycling project Team Rynkeby since 2021. Every year, its tours raise money to support seriously ill children and their families - in Germany for the Deutsche Kinderkrebsstiftung (German Children Cancer Foundation).

This year, Team Rynkeby Europe cycled around 950 km in 7 days from Provence to the Eiffel Tower - over mountains and through blistering heat. On the very first day they went over the Mont Ventoux, the giant of Provence with almost 2000 m height! We think this is a strong performance and are happy to support Team Rynkeby Europe as a bronze sponsor again this year.

Learn more about Team Rynkeby

TC Seulberg: FERI promotes local club work

We have been a partner of the local tennis club TC Seulberg since 2020. Thus, we support the important club work in our home region. The club's special concern is youth work. However, the club can only expand its financial support for highly talented youth players with sporting prospects together with sponsors. We are happy to help with that.

And we are also happy to be involved as a supporter in the club's 50th anniversary celebrations.

Learn more about TC Seulberg

Löwenzahn Hochtaunus: holistic palliative care for the home

We have been supporting Löwenzahn Hochtaunus since 2020. Our CEO, Marcel Renné (right), was able to see for himself at the donor and sponsor meeting in November 2021 what valuable work the team led by Astrid Schulz (left) and Catharina Rappold (center) does every day. In addition to the purely medical and nursing home care of patients by the palliative team, the Löwenzahn team also provides real psychological support to relatives at the same time. And since this is unfortunately not covered by health insurance, it is a great concern of ours to support them financially.

Learn more about Palliativ Team

First aid for kids: learning to help through play

The coloring and workbook "First Aid for Children" by the Förderverein der Luftrettungsstation Christoph 2 in Frankfurt am Main e.V. and the KIM publishing group teaches children of elementary school age in an age-appropriate way how to behave properly in an emergency situation and how to help others. We are pleased that, thanks to our support, the books can be distributed free of charge to schools in the Hochtaunuskreis district.

Picture credits: @Publishing Group-KIM

Blickachsen 12: May 26th to October 6th, 2019

Blickachsen sculpture biennale has been showing contemporary large-scale sculptures and installations by international artists every two years from May to October in the historical parks in the centre of Bad Homburg, in Frankfurt am Main and at other locations in the Rhine-Main region of Germany for 22 years.

FERI was one of the sponsors of this unique exhibition in 2015, 2017 and 2019.

Photo credit: courtesy Stiftung Blickachsen gGmbH, Bad Homburg, and Winter - Hoerbelt.

Learn more about Blickachsen

Bad Homburger Sommer 2018: July 20th to August 11th, 2018

Like FERI, the Bad Homburg Summer event has been around for over 30 years. Singers, orchestras and bands perform on the outdoor summer stages. Classical music is catered for as well as jazz, rock, pop and folk. There is something for everyone, even entertainment for the little ones. Thanks to the support of partners and sponsors, all concerts can be attended free of charge.

In 2018, FERI was a partner of the concerts by the children’s songwriter Ferri and the cover band Diva.

Sport support: FERI supports youth work of Eintracht Frankfurt

The 30th FERI Conference took place in November 2017 in the Commerzbank Arena in Frankfurt am Main, Germany. As part of the event Dr Heinz-Werner Rapp, Chief Investment Officer and member of the Executive Board of Feri AG (right) and Carsten Hermann, Managing Director at FERI Trust GmbH (left), presented a cheque to Peter Fischer, President of Eintracht Frankfurt e. V., as a donation to support the association’s regional youth work.