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 around 8,5 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 around 8,5 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.  

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FERI Continues to Grow: Assets under Management Exceed 39 Billion Euros

Bad Homburg, 03/12/2020
from FERI AG
  • Total revenues increase by 10 percent to EUR 166.5 million (IFRS)
  • Group assets under management at 39.2 billion euros
  • Alternative investments reach new record level with 8.5 billion euros
  • Great potential for thematic investments such as sustainability

The Bad Homburg-based investment house FERI has continued on its growth path and in 2019 increased its results in the most important core business areas for the sixth time in a row. The assets under management in the group network with MLP rose from 34.5 to 39.2 billion euro compared to the previous year. Total revenues increased in 2019 by almost 10 percent to EUR 166.5 million (IFRS figures). This growth was mainly driven by the alternative sector and the strong development of FERI's own investment solutions and concepts.

FERI was able to win new mandates and expand existing business relationships with both private and institutional clients during the reporting period. "We have thus further expanded our position as one of the largest providers of investment management and consulting services in combination with independent research in the German-speaking region," said Marcel Renné, Chairman of the Executive Board of FERI AG, at the annual press conference in Frankfurt. The FERI subsidiaries in Germany, Luxembourg and Switzerland have also developed successfully. In total, FERI serves 300 private assets (families) as well as 200 institutional clients.

Strong Demand for Alternative Investments and Sustainability

FERI recorded sustained strong demand in the alternative investments sector. This rose from EUR 8.0 billion to EUR 8.5 billion in the year under review, with the highest growth rates in investment solutions with volatility strategies and private equity.

"We also see a growing interest in sustainability among our clients. Therefore, we have significantly expanded our activities in this area and established our own competence centre with the 'FERI SDG Office' last year", says Marcel Renné. The SDG Office coordinates all sustainability activities of FERI and develops special consulting concepts and investment solutions. The focus is on the 17 sustainability goals of the United Nations (Sustainable Development Goals, SDG) - and not, as with many other market participants, the ESG criteria. "In our sustainability system, we thus consciously go beyond the familiar approaches in the market," emphasizes Renné.

Successful Investment Solutions

FERI's investment solutions have significantly increased in size over the past year and have all convinced investors with a stable double-digit performance. The company has thus further strengthened its position as a solution provider with tailor-made products that are not available elsewhere on the market in this form. The most successful concepts included volatility strategies such as "OptoFlex" and "EquityFlex", as well as the "Global Quality" and "FS Exponential Technologies" theme funds managed by FERI (Switzerland).

Economic and Capital Market Research Driven Forward

The FERI Cognitive Finance Institute has been intensively involved in the analysis of global megatrends for some time now, and in the year under review further increased its reputation as a strategic research centre and creative think tank. In 2019, the institute published highly regarded studies, including on structural change in the automotive industry and on the topic of impact investing.

"In the past financial year, FERI continued to push ahead with its strategic development," said Marcel Renné. As part of the digitalization strategy, numerous internal processes, such as portfolio management, have been further optimized. "Our company will continue to focus on steady growth and the expansion of the range of services in all business areas in the future," said Marcel Renné.


About FERI AG

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 have assets of EUR 39.2 billion under management. A total of EUR 8.5 billion of these assets are 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

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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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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

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