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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Advice on Sustainability and Sustainable Development Goals (SDGs)

The issue of sustainability is attracting increasing attention from investors, companies, regulators and policymakers alike. For this reason, many financial market participants wish – or need – to add a sustainable dimension to their companies and their long-term investment strategies in terms of ecological and social impact and sustainable corporate management. 

FERI offers support and assistance in the implementation of an individual sustainability concept. This includes strategic orientation and the formulation of a policy, in addition to implementation of this policy in the company and the investment portfolio. 

Investors who already apply sustainability criteria can be supported by FERI in the further development of solution approaches and the setting of long-term goals that take into account sustainable development goals.

Why SDGs?

The 17 SDGs and their 169 targets are a summary of the world’s most pressing environmental, social and economic issues. As such they provide a definitive list of key global sustainability ambitions. 

The sustainable development goals thus create both a requirements profile and an evaluation matrix to understand in concrete terms the impact of investor action on the real world and to measure it. This also provides financial investors with greater clarity, helping them to understand how their own financial assets and investment projects contribute to the achievement of the sustainable development goals, enabling transparent monitoring and public visibility.

Our Consulting Services for Sustainable Investing

FERI supports and accompanies each client individually in the development and implementation of a long-term and comprehensive sustainability strategy.

All consulting services are modular:

1.    Introduction to the topic of sustainable investing: presentation of the theoretical and scientific backgrounds
2.    Formulation of an individual sustainability strategy and policy: goals, orientation, impact profile, standards, focal points and future issues
3.    Analysis of the current portfolio: analysis and report of the sustainability profile and risk parameters
4.    Implementation in the investment portfolio: implementation of sustainability criteria, long-term realignment with regard to the sustainability profile, selection of managers, identification of new investment themes
5.    Monitoring and reporting: ongoing asset management, reporting on the sustainability profile, starting points for adjustment requirements
 

  1.  Introduction to the topic of sustainable investing: presentation of the theoretical and scientific backgrounds
  2. Formulation of an individual sustainability strategy and policy: goals, orientation, impact profile, standards, focal points and future issues
  3. Analysis of the current portfolio: analysis and report of the sustainability profile and risk parameters
  4. Implementation in the investment portfolio: implementation of sustainability criteria, long-term realignment with regard to the sustainability profile, selection of managers, identification of new investment themes
  5. Monitoring and reporting: ongoing asset management, reporting on the sustainability profile, starting points for adjustment requirements

Sustainability
FERI SDG Office

The issue of sustainability is not only a socio-politically relevant imperative. For FERI, it also includes a clear commitment to social responsibility as a financial services provider in its development of long-term beneficial investment solutions and corresponding advisory services. 

We promote sustainability at many levels in order to make a targeted contribution to the further development and broadening of public awareness. FERI provides support for projects, organises conferences, delivers lectures and produces its own studies and publications – all focusing on sustainable development goals, climate change, decarbonisation and impact investing.

 

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Marcus Burkert
Managing Director
Head of Investment Consulting, Institutional Clients

T +49 (0) 6172 916-3625
F +49 (0) 6172 916-9000
marcus.burkert@feri.de

FERI Trust GmbH
Haus am Park
Rathausplatz 8-10
61348 Bad Homburg

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Marcus Burkert
Managing Director
Head of Investment Consulting, Institutional Clients

T +49 (0) 6172 916-3625
F +49 (0) 6172 916-9000
marcus.burkert@feri.de

FERI Trust GmbH
Haus am Park
Rathausplatz 8-10
61348 Bad Homburg

Contact

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