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Institutional Asset Management Private Wealth Management

Alternative Investments Risk Management

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 18 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 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.

Family Office Institutional Consulting

Strategic Asset Planning

Asset Liability Management Advice on Sustainability and SDG Comprehensive Support Cost Check Manager Check Portfolio Check Risk Management Risk Sheet

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 250 employees in all areas of the investment process, we create significant added value for our clients through our range of consulting services.

Asset Allocation Economics

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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Investment Management

Institutional Asset Management

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Alternative Investments Risk Management

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Strategic Asset Planning

Institutional Consulting

Asset Liability Management Advice on Sustainability and SDG Comprehensive Support Cost Check Manager Check Portfolio Check Risk Management Risk Sheet

Investment Research

Asset Allocation

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Data protection information for website users

1. Controller and contacts

The controller responsible for data processing is

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

2. Data processing (data, purposes, legal basis, recipient)

2.1. Necessary cookies for site use

The website sets various cookies in order to use the functionalities of the website. The details and individual cookies are described in the cookie control tool/under point 4.0 "Detailed Information on Cookies" of this data protection information in the "Required" section.

2.2. Analysis of the nature and scope of website use via Google Analytics and Matomo with cookies

With your consent, the Google Analytics analysis software operated by Google and the Matomo software solution are used to collect information on the time, duration and scope of the pages used as well as information on the accessing device such as operating system, region, browser type. The data is processed in a pseudonymised form to generate anonymous information about the way the site is used, to continuously improve the website and to better tailor the content offered to users. For this purpose, the information generated by the use of the website (including your shortened IP address) regarding Google Analytics is transferred to the servers of Google (Google Ireland Limited, Gordon House, Barrow Street, Dublin 4, Ireland) and by means of Matomo to the servers of xpecto (xpecto talonec GmbH, Konrad-Zuse-Bogen 18, 82152 Krailling). This is based on your consent in accordance with Art. 6 (1) a DSGVO. The details and individual cookies can be found in the cookie control tool/under point 4.0 "Detailed information on cookies" of the data protection information in the "Statistics" section.

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, USA; XING AG, Dammtorstrasse 29-32, 20354 Hamburg, Germany; Twitter Inc., 1355 Market Street, Suite 900, San Francisco, CA 94103, USA; Google Ireland Limited, Gordon House, Barrow Street, Dublin 4, Ireland); 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.

2.6.1. Twitterfeed

With your consent, which you grant with the cookie session permission, IP address, date and time of the request, the URL of the page requesting the cookie and device identifiers are transmitted to twitter so that the news feed can be displayed and accessed by twitter. The processing is based on your consent in accordance with Art.6 paragraph 1 (a) GDPR. The details and individual cookies can be found in the cookie control tool/under point 4.0 "Detailed Information on Cookies" of this privacy information in the sections "Preferences" and "Marketing".

2.7. Usage of portals (myFERI, Economics, FERI Portal, FERI AIF Portal, My FERI ART (Login))

(1) To use the respective portal, registration as a user is required; for this purpose, your master and communication data as well as a password assigned by you for protected access to your user account are processed. This data is required for authentication and authorization assignment as well as for the prevention of unauthorized access and is processed in accordance with Art. 6 Para. 1 (b) GDPR. The registration data will be deleted when you deactivate your user account.

(2) For login and portal use, information on time, duration and scope of use as well as login attempts are processed. The processing is carried out to ensure secure services and to process your orders and is based on Art.6 para.1 (f) GDPR; FERI has a legitimate interest in ensuring secure services and in proving the correct processing of orders. The usage data can be stored for up to 1 year.

(3) Cookies are set during registration and use of the respective portal. The details are described in the cookie control tool/under point "4. Detailed Information on Cookies" of this data protection information in the "Necessary" section.

2.8. Whistleblower system

Our whistleblower system serves to open up a confidential communication channel for whistleblowers and to enable the reporting of information on compliance and legal violations.

It is generally possible to use the whistleblower system without providing personal data. However, whistleblowers have the option of voluntarily providing personal data (e.g. personal master data, contact and address data, reporting data).

For the whistleblower portal, FERI uses software from EQS (EQS Group AG, Karlstr 47, 80333 Munich, Germany), a processor within the meaning of Art. 28 GDPR. FERI's internal review of the reported facts is carried out exclusively by a strictly limited group of persons who are obliged to maintain confidentiality. For reasons of legal prosecution, it may be necessary to transfer the facts to external bodies (e.g. law firms, law enforcement authorities). The data will not be transferred to bodies outside the EU or the EEA.

The documentation will be deleted three years after completion of the procedure. The documentation may be stored for longer in order to meet the requirements of the Whistleblower Protection Act or other legal provisions, as long as this is necessary and proportionate.

The legal basis for the processing of personal data is Art. 6 para. 1 c) GDPR in conjunction with Section 10 HinSchG.

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.