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 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.
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.
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 – 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:
CONTACT
Telephone
Contact
FERI Trust GmbH

T +49 (0) 6172 916-3600
F +49 (0) 6172 916-9000
ft@feri.de


Rathausplatz 8-10
D-61348 Bad Homburg

Contact form

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

Failed to send the message!

Wrong input!

Telephone CONTACT
Contact CONTACT
Login
Languages
FERI Trust GmbH

+49 (0) 6172 916-3600
+49 (0) 6172 916-9000
ft@feri.de


D-61348Bad Homburg
Rathausplatz 8-10

Contact form

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

Failed to send the message!

Wrong input!

Set this page to:

Alternatives Update – Hedge Funds: More security for investments in Offshore Funds

Bad Homburg, 8/31/2021
by FERI
  • Hedge fund assets under management reach record high
  • Reluctance to invest in offshore funds often unfounded
  • FERI offers structured due diligence for VAG-compliant investments

The hedge fund industry continues to grow. At the end of the first half of 2021, almost four trillion US dollars were invested in hedge funds worldwide - more than ever before. On the one hand, the asset class is benefiting from a very good performance over the past two years, but the unabated high inflows of funds from institutional investors are also contributing to the record volume. In the first six months of 2021 alone, investors around the globe increased their capital investment in hedge funds by USD 400 billion. While the asset class is experiencing significant growth worldwide, the picture for Germany is more differentiated. In Germany, investors are mainly limited to regulated hedge funds (UCITS), and only a few also invest their money in offshore hedge funds. If both hedge fund variants are taken into account, the investment volume in Germany is thus lower overall than in other countries. "Unfortunately, many investors in this country shy away from the restrictive requirements for offshore funds and thus miss out on attractive return opportunities. At the same time, the requirements of the legislator can be met safely and quickly with a qualified and structured review of offshore funds," says Marcus Storr, Head of Alternative Investments FERI Trust GmbH. This also explicitly applies to investors subject to German insurance supervision (VAG).

Structured due diligence clears the way

The biggest hurdles to investing in offshore funds are considered to be the notice periods for redemptions of target fund units and the comprehensive supervisory and documentation requirements. But precisely because they do not have to meet the strict liquidity requirements of regulated hedge funds, offshore alternatives often achieve particularly high returns. To help investors better seize opportunities in this area in the future, FERI has developed a structured due diligence process that makes investing in offshore hedge funds in compliance with the law much easier and more transparent. The contracts between hedge fund provider and investor are examined for all legally relevant points and accompanied by legal advice. Among other things, the conditions and fees, portfolio transparency, responsible management, investment policy and the extent of leverage and short selling are examined. A fixed component of the due diligence is also a detailed money laundering check, in which the shareholder structure and the composition of the fund investors are examined. "The due diligence process creates a high level of transparency for investments in offshore funds. In this way, we want to encourage investors to abandon their reluctance and become more involved in this attractive market segment in the future," says Storr.

How institutional investors can overcome regulatory hurdles and invest in offshore funds in a legally secure manner will be discussed by FERI experts led by Marcus Storr, Head of Alternative Investments FERI Trust GmbH, with major investors at the 10th FERI Hedge Fund Investment Day on September 9, 2021. At the online event, globally active hedge fund managers from Dubai, Dublin, Stockholm and New York will also provide an insight into selected strategies and current developments in the hedge fund industry.


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 51.4 billion, including EUR 13 billion in alternative investments. The FERI Group is headquartered in Bad Homburg and has locations 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

Storr Marcus Presse 1125x1500px