Institutional Asset Management Private Wealth Management Sustainability/SDG Office

Alternative Investments Risk Management

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 9 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.

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.

Institutional Consulting Family Office Sustainability/SDG Office

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

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.

FERI Supports Value and Financial Education in Primary Schools

The nationwide non-profit education initiative WERTvoll macht Schule (formerly: Projekt KinderCash) promotes ethical values and financial skills at primary school level. The focus is on personality development, social abilities, media and financial competences along with sustainability issues. This is an initiative that we are happy to support since 2018.

Sustainable Thinking Already Starts in Elementary School!

You cannnot start early enough with thinking about sustainability - in this we totally agree with WERTvoll macht Schule. And that is why we are very pleased that the lesson "Plastic waste in our oceans" that we helped funding - which, by the way, is part of a whole set of topics on sustainability - is available on the material platform for teachers since the beginning of February 2021. The aim of the lesson is to make children aware of the problem of pollution in our oceans as early as possible. Above all, it discusses ways of doing something about it, even as a young person - in order to raise awareness of this important issue among tomorrow's decision-makers today.

Image credits: © WERTvoll macht Schule/Corinna Arauner

Learn more about WERTvoll macht Schule

Donation for Lesson on "Clean Oceans"

Thanks to our donation in 2020, "WERTvoll macht Schule" was able to develop a lesson on the topic of clean oceans, with which even children of elementary school age can gain a sense of how essential the protection and preservation of the oceans is for the world and what they themselves can contribute. We are delighted that the initiative is able to present such an important topic in an understandable and creative way, even for the youngest schoolchildren.

The 17 Sustainable Development Goals (SDGs), which also form an important basis for FERI's work, serve as the foundation.

Learn more about our sustainability approach

FERI Supports Digitization Program of "WERTvoll macht Schule"

In 2019, we provided financial support to the education initiative for the development of an app to digitize the teaching program. Digital applications and media are now ubiquitous, whether at work or in our free time. Promoting media skills is thus becoming increasingly important in order to avoid excessive demands and pitfalls from the outset when using and applying new media. Schools have a special role to play here as a place of learning. "WERTvoll macht Schule" aims to provide support in precisely this area and uses its program to teach elementary school students important skills, including media skills. With the help of our donation, the initiative was able to develop the "WERTvoll" app, in which all of the program's materials can be accessed digitally.

The Right Way to Handle Money Can Not Be Taught Too Early

Only those who are well informed can make independent and wise financial decisions for themselves. It is precisely this approach that FERI has been pursuing for over 30 years. As an investment firm with our own research division, we know from our daily work how important it is to be informed and not afraid to invest money. This is the only way to make the right decisions for asset accumulation and preservation.

We are therefore delighted that this project has brought the topic of dealing with money into an educationally valuable form in schools and families and have been supporting it since 2018.

WERTvoll macht Schule – Learning Through Responsible Action

In primary school, children from all social and cultural backgrounds come together. They often have different values – both tangible and intangible. This quickly leads to conflicts and confrontations and tensions are not uncommon, especially in connection with the subject of money. By promoting ethical values and financial education, the programme combines important skills that support children on their way to independence and have a positive influence on life in the community.

The children learn early on what different functions money has, how to divide it up and how to plan wisely, prudently and with foresight with the money available to them. This encourages a debate on consumption and advertising. The children take a close look at advertising and discuss the tricks it uses to tempt people to buy products or services. Reflecting on advertising and their own consumer behaviour encourages children to make self-determined buying decisions based on what is important to them, what they really need and what they can afford. In this context, children are also confronted with the importance of sustainability and recognise the impact their consumption behaviour can have on others and the environment.