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 continuously developed it since the 1990s. Thanks to our extensive experience, self-developed research and analysing tools and the access to around 200 employees in all areas of the investment process, we create significant added value for our clients through our 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. 

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.  

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.

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FERI: Sustainability Becomes the Measure of All Things for Investors

Bad Homburg, 04/12/2021
by FERI
  • New EU Transparency Directive as an important intermediate step
  • FERI aligns strategy portfolios with sustainability
  • Cooperation with specialist data analysis firm ESG Screen 17

For the Bad Homburg-based investment house FERI sustainability is a global megatrend that demands clear positioning. "Sustainability is playing an increasingly central role for companies and investors, and at the same time the topic is becoming the market standard in the financial world," says Dr. Heinz-Werner Rapp, Management Board member and Chief Investment Officer of the FERI Group. The European Union's Disclosure Regulation, which recently came into force, is a decisive step towards creating more transparency and increasingly channelling capital into sustainable sectors of the economy. Since March 10th 2021, both companies and financial products and concepts must transparently document their contribution to sustainability.

Strategic Realignment of Central Investment Processes

FERI already set the course towards sustainability years ago and in many cases goes beyond the fulfilment of purely regulatory requirements. The company relies on an integrated approach that combines ESG criteria with the 17 Sustainable Development Goals (SDG) of the United Nations. "We are seeing a steady increase in demand from both institutional and private clients who want to pursue a clear sustainability strategy, often with a focus on the SDGs," says Antje Biber, head of FERI's SDG Office.

At FERI, sustainable investment instruments are the focus of a central asset allocation process that has direct repercussions on a large number of client portfolios. The FERI strategy portfolios, which have been established on the market for many years, were also adjusted to funds in accordance with Article 8 of the EU Disclosure Regulation in the course of a realignment with a dedicated consideration of sustainability criteria. Instead of investments in target funds, direct investments are increasingly being made: In the case of equities, this is done in compliance with ESG criteria; in the case of bonds, preference is given to bonds issued by countries that adhere to universally accepted democratic principles. "In addition, the portfolio managers include all relevant financial sustainability risks in the investment decision as part of the investment process and evaluate them on an ongoing basis," says Carsten Hermann, Managing Director of FERI Trust. The aim of this analysis, he says, is to identify sustainability risks at an early stage and minimise their impact.

Cooperation with SDG Scoring Provider

When selecting sustainability investments, FERI works with various external data providers and rating companies, including MSCI ESG, for example. Recently, the research provider ESG Screen 17 has also become one of the cooperation partners. ESG Screen 17 uses an innovative scoring system to analyse companies on an ongoing basis in relation to the 17 UN Sustainable Development Goals (SDGs). "The data from ESG Screen 17 not only offers us a target-oriented supplement with regard to the SDGs, but also an independent corrective to other databases, ratings and analyses," says Antje Biber. The goal and aspiration of FERI's sustainability activities is to support the global goals of a more sustainable economy. With the help of intelligent investment solutions, the UN SDGs are to be made investable; this enables investors to make impact-oriented investments in accordance with individual ethical and moral values.


About FERI

Founded in 1987 and headquartered in Bad Homburg, Germany, the FERI Group has developed into one of the leading investment houses in the German-speaking area. FERI offers tailor-made solutions for institutional investors, family assets and trusts in the following areas:  

The FERI Cognitive Finance Institute was formed in 2016. It is the strategic research centre and creative think tank of the FERI Group. The Institute focuses on innovative analyses and the development of methods for long-term oriented economic and capital market research. 

FERI and MLP currently manage assets of EUR 42.7 billion, including EUR 9 billion in alternative investments. The FERI Group is headquartered in Bad Homburg and has offices in Dusseldorf, Hamburg, Luxembourg, Munich, Vienna and Zurich.



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
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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

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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

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