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 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.  

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. 

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. 

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. 

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.  

Set this page to:
Go to FERI in:
myFERI Economics Portal FERI Portal

FERI Cognitive Finance Institute - "Corona Dividend": Targeting the positive aspects of the pandemic

Bad Homburg, 10/22/2020
by FERI Cognitive Finance Institute, Dr. Heinz-Werner Rapp
  • CoViD19 also has long-term positive effects on economy, environment and politics
  • Growth of innovative industries and business models is accelerated
  • New megatrends in future technologies and alternative food

The year 2020 will be marked by the corona pandemic, recently exacerbated by the risks of the "second wave". Despite the greatly increased uncertainty, however, it is worth taking a look at possible opportunities: "The first major pandemic of the new millennium also has positive long-term effects that should not be ignored right now," says Dr. Heinz-Werner Rapp, founder and head of the FERI Cognitive Finance Institute. Constructive effects can also be expected, especially in the areas of economy, environment and politics. In selected sectors, there could even be a real "corona dividend", which is already becoming apparent in some cases. In a current investment matrix, the FERI Cognitive Finance Institute illustrates particularly attractive developments (see chart).

Economy: Corona as a digitisation accelerator

In particular, the digitalization of the economy would be further accelerated by the pandemic. The corona effect will force many areas to adapt to digital structures and business models. "Even if this process is painful for many companies at first, it should lead to higher productivity, lower transaction costs and overall significant efficiency gains within a short time," said Rapp. According to the FERI Institute, entire sectors and business models are being "disrupted" by the corona crisis, while - based on innovative technologies - new types of industries and companies are emerging as winners of the future. Among the clear winners are, for example, the medical technology, robotics, data security, e-learning and nutrition/al alternative food sectors (see chart). The latter sector in particular will develop into a new megatrend. Plant-based protein carriers or meat cultivated by biosynthesis as well as new forms of agriculture are likely to enjoy broader social acceptance and consequently higher demand in the future: "Consumers' sensitivity to conscious and sustainable nutrition has increased during the crisis; alternative food is therefore clearly a strategic winner," explains Rapp.

Environment: Corona shock as investment boost

CoViD19 also has long-term positive effects for other areas of the environment: CO2-intensive cruises, air travel and mass tourism would permanently lose turnover. Increasing use of Web conferences and more work in the home office reduce the general traffic volume and the health-endangering overloading of city centres. The introduction of environmentally friendly technologies is also gaining new momentum: "It is not without reason that more e-cars were registered in Germany in the Corona year 2020 than ever before", Rapp emphasises. Added to this is the effect of massive government aid programmes, some of which are explicitly directed into areas with positive environmental and climate effects. "In many sectors, this will result in important start-up financing, which will lead to further investments in climate protection and decarbonisation", Rapp expects.

Politics: Pandemic exposes populists

The Corona crisis also released positive energy in politics: populists were massively discredited; visible for example in the USA, Great Britain and Brazil. The catastrophic infection figures and death statistics there are directly attributable to the negligent handling of the virus pandemic by populist heads of government. "Corona ignorants such as Donald Trump, Boris Johnson and Jair Bolsonaro have failed blatantly in the crisis, thus clearly exposing the weaknesses of clumsy populism. The Corona dividend will come about when a return to a rational and fact-based political style is made in the future," Rapp is convinced.

"Corona dividends" can reduce risks for investors

For the time being, the overarching investment perspective continues to require strict monitoring of global corona risks. However, the prospect of possible "corona dividends" may help to better cushion these risks in the future. Investors should therefore focus more on the positive aspects of the corona pandemic and look out for future winners.

Graphic: Development of innovative industries and business models according to Corona

This investment matrix evaluates the most important trends in terms of their medium and long-term attractiveness. (see Downloads)

The FERI Cognitive Finance Institute already presented a detailed scenario analysis in April under the title "What does the CoViD19 crisis mean for the future? At that time, the Corona crisis was already seen primarily as an opportunity to specifically address new or further strongly growing megatrends and the associated investment themes.

Further analyses and studies: https://www.feri-institut.de/media-center/studien/


About FERI Cognitive Finance Institute

FERI Cognitive Finance Institute is the strategic research centre and creative think tank of the FERI Group, with a clear focus on innovative analysis and method development for long-term aspects of economic and capital market research. The institute uses the latest findings from areas such as behavioural economics, complexity theory and cognitive science.

The FERI Cognitive Finance Institute is backed by an experienced team with an interdisciplinary academic background, many years of research practice and specific expertise. In addition, it has access to a powerful network of external experts.

The Institute was founded in 2016 by Dr. Heinz-Werner Rapp, CEO of FERI AG and CIO of the FERI Group, for which he has worked since 1995. Rapp studied economics at the University of Mannheim and received his doctorate on psychologically influenced investor behaviour ("Behavioral Finance"). He has worked on alternative capital market models for many years and has recently developed key principles of the new "Cognitive Finance" theory.

FERI has operated as an independent investment house since 1987, with a focus on investment research, investment management and investment consulting. The name FERI stands for "Financial & Economic Research International".



Media relations contact

Katja Liese

Member of the Management Board

Corporate Strategy, Marketing and Communications

T +49 (0) 6172 916-3192

F +49 (0) 6172 916-1192

presse@feri.de

FERI AG

Rathausplatz 8-10

D-61348 Bad Homburg

Dr. Heinz-Werner Rapp
Dr. Heinz-Werner Rapp
Dr. Heinz-Werner Rapp
Dr. Heinz-Werner Rapp
Contact
Contact
Login
Languages
Katja Liese
Member of the Management Board
Corporate Strategy, Marketing and Communications

T +49 (0) 6172 916-3192
F +49 (0) 6172 916-1192
presse@feri.de

FERI AG
Rathausplatz 8-10
D-61348 Bad Homburg

Contact

Thank you for your message. We come back to your request.

Sorry, an error has occurred.

The secure code you entered is invalid.

Set this page to:
Go to FERI in:
CONTACT
Telephone
Contact
Katja Liese
Member of the Management Board
Corporate Strategy, Marketing and Communications

T +49 (0) 6172 916-3192
F +49 (0) 6172 916-1192
presse@feri.de

FERI AG
Rathausplatz 8-10
D-61348 Bad Homburg

Contact

Thank you for your message. We come back to your request.

Sorry, an error has occurred.

The secure code you entered is invalid.