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Asset Management

Large-Scale Assets Call For Clear Strategies

FERI manages large-scale assets based on our active multi-asset approach. We have been providing tailor-made, non-bank-affiliated investment strategies for private and institutional investors since 1987 – always taking account of their individual investment preferences.

FERI is a place where decades of investment expertise meet a deep understanding of individual client needs. Our time-tested investment process blends objective top-down research with flexible implementation at portfolio level. We also develop unique investment funds for targeted and efficient use in existing capital structures. Through our FERI SDG Office, we meet client-specific sustainability criteria within each asset class.

Holistic Multi-Asset Management – Our System for Diversification

Our expert multi-asset approach encompasses up to nine asset classes, as illustrated in the FERI multi-asset cube. By systematically combining asset classes with different liquidity and risk-return profiles, we build portfolios that provide the perfect fit for our clients. From individual stocks, to ETFs and active funds, to derivatives for portfolio optimization – using a wide range of vehicles maximizes flexibility in the portfolio architecture and harnesses potential to the fullest. This expertise also enables us to develop targeted investment funds for individual asset classes, which our investors use as building blocks for their strategic asset allocation.

FERI for Institutional Investors – Efficiently Managing Complex Assets

FERI has been supporting institutional investors for more than 30 years, helping them to manage complex asset structures with a clear focus on long-term results. Our independent in-house research provides a solid grounding for our investment decisions. Implementation is guided by firm principles: we only consider investments that make a genuine contribution to the portfolio, such as optimized returns or additional diversification. In this way, we ensure that our clients’ portfolios always contain the right mix of asset classes. With our flexible approach, investors can either invest in multi-asset portfolios structured especially for them, or optimize existing core portfolios by investing in FERI investment funds. One thing is always guaranteed: we manage your assets independently and objectively.

FERI for Private Investors – Personal, Independent, Multi-Generational

We serve our high-net-worth private clients with a clear mission in mind: our job is to understand their values and develop long-term strategies with them to achieve their goals. As an independent asset manager, we offer you personalized multi-asset solutions to perfectly match your circumstances. Our advisors take the time to listen and find out what matters to you. They then use this information to develop tailored solutions that harmoniously combine your financial objectives, values and family dynamics. Insights from our in-house investment research provide a firm foundation for structuring your wealth across all relevant asset classes. The investment strategy we produce can directly reflect your individual sustainability preferences. Our approach is flexible, independent and always transparent: regular strategy reviews, personalized reporting and dedicated contact partners keep you in the loop.

FERI Investment Research – Gaining More Insight, Achieving More

Our independent, in-depth analysis of the capital markets and of the economic and political environment forms the basis for our investment strategy and concrete allocation decisions across nine asset classes. FERI investment research is integral to our top-down approach. Its wide range of analyses and studies lays the ground for making strategic decisions ready to be implemented in asset allocation.

It includes global macro research with its assessments of growth, inflation, and interest rate and currency trends, along with detailed country and industry analyses looking at the economic and political environment.

In addition, we develop studies for different possible scenarios to show their implications for the capital markets. Asset allocation analyses then build on these, supported by quantitative modeling and portfolio optimization, to optimally balance risk and return.

Investment research is therefore an essential pillar in understanding complex market developments and enabling well-grounded investment decisions across all asset classes.

Factors driving capital markets

Growth, inflation, monetary policy...: the constant flood of financial news makes it vital to focus on the developments that really matter. Our allocation decisions across nine asset classes follow an investment strategy based on our independent, in-depth capital market analysis. Here you will find insights into our market analyses and reliable assessments.

  • Economics Update – Macroeconomic commentary on the capital market environment

The nine asset classes

Our investments are broadly diversified, but always follow a clear structure. Find out more about our investment approach in the different asset classes

Your contacts

Contact us to learn more about how we can shape your portfolio for the future together.

Andreas Schölzel
Managing Director, Institutional Clients
Michael Jänsch
Executive Managing Director, Wealth Management
Wealth Management