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 around 13 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 around 13 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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10th FERI Hedge Fund Investment Day - More transparency for offshore investments

Bad Homburg, 09/09/2021
by FERI
  • Institutional investors need specialised advice
  • FERI with structured due diligence for VAG-compliant offshore investments
  • Experts discuss current developments at the 10th FERI Hedge Fund Investment Day

High compliance requirements for investments in offshore hedge funds deter many German investors from this asset class. How institutional investors can overcome regulatory hurdles and invest in offshore funds in a legally compliant manner was discussed by FERI experts with portfolio managers, legal experts and globally active hedge fund managers at the 10th FERI Hedge Fund Investment Day, which again took place as an online conference this year.

Making better use of opportunities in the offshore sector

The total assets managed by hedge funds worldwide have risen to a new record level of almost four trillion US dollars by mid-2021. Large investors in Germany clearly prefer investments in regulated hedge funds (UCITS). Offshore investments, on the other hand, are often avoided due to concerns about legal restrictions. "On closer inspection, there is no reason for reservations about offshore funds. After all, the regulatory requirements can be met safely and quickly with a qualified and structured review," said Marcus Storr, Head of Alternative Investments FERI Trust GmbH. This also explicitly applies to investors who are subject to the German Insurance Supervision Act (VAG).

In order to enable institutional investors to better seize the opportunities of offshore hedge funds in the future, FERI has developed a special due diligence procedure in which the contracts between hedge fund provider and investor are scrutinised for all economically relevant points and accompanied by external legal advice. Among other things, the conditions and fees, the portfolio transparency, the responsible management, the investment policy as well as the extent of leverage and short sales 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. "In this way, we want to encourage investors in Germany to become more involved in the attractive offshore sector in the future," added Storr. From the perspective of specialist legal advisors, initiatives such as FERI's due diligence are also important in helping offshore funds gain greater acceptance in Germany, he added. "A regulatory and economically clean audit of offshore hedge funds is the basis for a successful allocation in this exciting market segment," said Dr. Frank Wilbert, lawyer and partner at Luther Rechtsanwaltsgesellschaft mbH, Frankfurt am Main.

At the 10th FERI Hedge Fund Investment Day, institutional investors and portfolio managers discussed current developments in the hedge fund industry. Renowned hedge fund managers from Dubai, Dublin, Stockholm and New York also gave an insight into selected investment strategies.


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:  

Together with MLP, FERI currently manages assets of 51.4 billion euros, including almost 13 billion euros in alternative investments, of which more than 1.2 billion euros are invested in various hedge fund strategies. The proprietary hedge fund expertise has been built up and continuously expanded since 1999. As a discretionary asset manager, FERI invests in traditional offshore hedge funds as well as UCITS hedge funds. FERI manages individual hedge fund portfolios for both institutional investors and family offices.

Specialized hedge fund analysts enable bank-independent decision-making processes in this research-intensive area. In addition to customized investment solutions, FERI is also considered a pioneer in Germany in the allocation and construction of passive hedge fund investments. FERI has one of the largest hedge fund research teams in Germany.

 



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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