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 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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Data Protection Information for Website Users

1. Controller and Contacts

The controller responsible for data processing is 

FERI AG
Haus am Park
Rathausplatz 8-10
61348 Bad Homburg
Germany

Phone: +49 (0) 6172 916–0
Fax:      +49 (0) 6172 916–9000
Email: info@feri.de

FERI AG’s data protection officer can be contacted at datenschutz@feri.de.

2. Data Processing (Data, Purposes, Legal Basis, Recipient)

2.1. Analysis of the Nature and Scope of Website Use/Google Analytics with Cookies

With your consent information concerning the time, duration and scope of the website use as well as information on the accessing device, such as operating system, region and browser type, is collected via the analysis software Google Analytics operated by Google. The data is processed in pseudonymised form to generate anonymous information concerning the nature of the website use, in order to continually improve the website and to better adapt the contents to the needs of the users. The basis is your consent according to Article 6 paragraph 1 letter a of the General Data Protection Regulation (GDPR). To this end the following cookies are set on your device: 

Cookie:Data:Duration of Storage
_gadefinite ID1,5 years
_giddefinite ID1 day
_gatdefinite ID1 year

2.2. Use of Cookies for Investment Information Specific to Origin 

In order to provide you with investor information depending on your specific country of origin (legal framework) and the type of investor you are your selection is controlled via the following cookies:

Cookie:Data:Duration of Storage:
 country and investor type selectedsession

The use of cookies is necessary for the provision of the investor information and is based on (Article 6 paragraph 1 letter b of the GDPR). 

2.3. Contact Form

The contact form is used to collect, process and respond to the information given in the data fields on the form (name, contact data, contents) and also to process the information concerning usage time. The data is transmitted to the FERI company mentioned and shown on the contact form. This processing is only necessary for making contact. The basis is the consent you have given (Article 6 paragraph 1 letter a of the General Data Protection Regulation). 
The data is usually erased within a year after the matter has been settled. Information of relevance for the contract transmitted in this way is stored in the clientfile and erased at the end of the client relationship.

2.4.  Registering for an Event

When you register for an event your last name, first name, email address, company, participation status, further remarks and the time of registration are recorded and used to organise the event and so that we can contact you on all matters concerning the event in question. The data is sent to the FERI company shown on the registration page and hosting the event. The data is processed as a necessary condition in order for you to take part in the event. The basis is the consent you have given (Article 6 paragraph 1 letter a of the GDPR).

2.5.  Newsletter

In order for us to send you our newsletter and include your name in the mailing list, we process the contact data to be entered on the registration page and the information concerning subject and transmission time. The data is stored until you cancel your subscription to the newsletter. The data is processed as a necessary condition in order for you to receive our newsletter and this is carried out in accordance with the consent you have given on the registration page (based on Article 6 paragraph 1 letter a of the GDPR). You can revoke this consent at any time via the unsubscribe link in each newsletter. The newsletter is sent by a service provider (Newsletter2go) on behalf and under the instruction of FERI.

2.6. Integration of Social Media Services and YouTube Videos

Once you have provided your consent you can use the LinkedIN, XING and twitter social networks as well as YouTube videos. When you click on the button concerned or when you launch a YouTube video, your IP address together with the times at which you start and stop using the website are transmitted to the relevant provider (provider: LinkedIn Corporation, 2029 Stierlin Court, Mountain View, CA 94043, U.S.A.; XING AG, Dammtorstrasse 29-32, 20354 Hamburg, Germany; Twitter Inc., 1355 Market Street., Suite 900, San Francisco, CA 94103, USA; Google Inc., 1600 Amphitheatre Parkway Mountain View, CA 94043, USA); this enables you to use the services of the provider concerned, e.g. by sharing web pages or by registering likes. The provider may be able to identify you (if, for example, you are simultaneously signed in to your account with them) and would thus log and save the information that you, as a specific individual, have visited their website. By clicking on the button concerned you are consenting to the transfer of your data to the relevant provider. Consent is valid for one visit at a time.

2.7. Usage of Portals (Myferi.de, Economics (Login))

When logging into and using the respective portals cookies are set on your device for means of authentication and technical handling of the log-in process; these cookies are neccessary for the use of the portal: 

Cookie:Data:Duration of Storage: 
ASP.NET_SessionId definite ID1 year
ASPXAUTHdefinite IDsession
Feri.Portal.Economicsdefinite ID2 days
ClientStateDictionaryID, login time, language settingssession/1 year

The processing is based on article 6 paragraph 1 letter b GDPR. 

Furthermore, information on the point of time and duration of usage are being processed. FERI has a legitimate interest in this processing; it is done for security reasons and as grounds of proof in order to prove the legal usage. The processing is based on article 6 paragraph 1 letter f GDPR.

2.8. Processing for Consent Controlling and Other Functional Cookies

In order to control and manage your consent for or rejection of certain cookies, the consent is managed via a service that is based on cookies itself; the following cookie is set: 

Cookie:DataDuration of Storage
cookieDismissedconsent or dismissedsession

3. Your Rights

Information, erasure, correction, restriction:
You have the right to information concerning the personal data being stored about you and, if the legal conditions have been fulfilled, the right to the correction or erasure of the data or the right to restrict its processing.

Objection to the processing on grounds of a legitimate interest:
If your data is being processed to protect overriding legitimate interests you can object to this processing at any time if there are reasons for the data not to be processed.

Revocation of consent:
If your data is being processed due to you having given your consent you can revocate this consent and end the processing at any time.

To exercise your rights, please use the contact data given above.

Right of complaint:
You may file a complaint with the company’s data protection officer (for contact details see above) or with a supervisory authority for data protection. The supervisory authority responsible for FERI is the Data Protection Commissioner for the German Federal State of Hesse (Hessischer Landesdatenschutzbeauftragter), P.O. Box (Postfach) 3163, 65021 Wiesbaden, Germany.

- In the event of a conflict between the English and German versions of this information, the German version will prevail. -
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Data protection officer

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


Rathausplatz 8-10
D-61348 Bad Homburg

Contact

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Contact
Data protection officer

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


Rathausplatz 8-10
D-61348 Bad Homburg

Contact

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

Sorry, an error has occurred.

The secure code you entered is invalid.