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 worth 12.2 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 worth 12.2 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. 

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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Alternatives Update - Private markets and sustainability: from freestyle to duty

Bad Homburg, 06/28/2021
by FERI
  • Management of sustainability risks comes into focus
  • Selection and evaluation of suitable investment strategies as a success factor
  • FERI with its own SDG investment process and reporting

The topic of sustainability has reached the private markets. When it comes to private equity, private debt, infrastructure and real estate investments, investors not only have return expectations, they also want to know how their investment decisions affect the environment and society. Institutional investors in particular are increasingly committing to environmentally and socially responsible investment. Stakeholder pressure is not the only factor here. Sustainable and thus future-proof investments are also worthwhile from a financial perspective. However, as private markets are not a homogeneous asset class and there are no uniform standards for measuring sustainability, the careful selection and valuation of suitable assets is particularly important here. The long-term nature of many illiquid investments requires not only an assessment of the immediate environmental and social consequences, but also an evaluation of possible regulatory and legal changes in the future. Added to this is the growing social sensitivity to this issue. "A private market investment with CO2, reputational or governance risks jeopardises the investor's return prospects. Managing sustainability risks is therefore a central component of our investments in the private markets ", says Carsten Hermann, Managing Director FERI Trust GmbH.

Sustainable Finance is the order of the day

In order to provide investors with a comprehensive and independent assessment of the sustainability of their private market investments, FERI has continuously developed its portfolio management in this segment over the past years. In addition to sourcing, i.e. finding attractive investment opportunities and talented managers, due diligence has also been expanded. As before, each investment is subjected to a thorough economic, tax, legal and financial review. In addition, a dedicated analysis of sustainability aspects is now carried out. "This analysis provides information on the sustainability character of the respective investment. Starting with investments that commit to one or more ESG goals to impact investments that make a real and also measurable difference in clearly defined areas," says Hanna Hornberg, director at FERI Trust.

FERI monitors compliance with the sustainability goals associated with the individual investment using a system developed specifically for this purpose, known as "FERI SDG Mapping". The reporting system refers to the UN's Sustainable Development Goals (SDGs) and uses specific key figures to show investors the extent to which their investment is achieving these goals. The information is available both at the level of individual investments and projects and in aggregated form. The "FERI SDG Mapping" is currently being expanded for further asset classes.


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 48.2 billion, including EUR 12.2 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

Head of Press & 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
Head of Press & 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
Head of Press & 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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