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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Comprehensive Support

Establishment of Processes for Comprehensive Support

A successful long-term investment requires advanced planning, structured implementation, and critical monitoring and controls. These recurring processes, which deal with questions of optimal asset allocation, investment planning, appointment of managers as well as reporting and monitoring, are closely linked. FERI also offers selected services separately, or you can benefit from the synergy effects of comprehensive overall support. FERI establishes processes and creates clear structures for enhanced transparency and traceability of decisions. In doing so, FERI relies on a large number of in-house investment experts.

Many Years of Experience in the FERI Group

The institutional consulting section interacts with highly-skilled specialists from the entire FERI Group. This means that our clients benefit from the accumulated expertise of the FERI Group for all processes involved as part of an overall service package.


Basic Modules in Comprehensive Support

Checking the Allocation

  • Regular calculation of investments in strategic asset classes
  • Checking compliance with strategic asset allocation (SAA) objectives, e.g. based on an asset liability management (ALM) study, and evaluating the current return and risk situation of the investment using FERI long-term forecasts.

Foresight Brings Security

  • At the beginning of the year, estimate of cash flows from contributions, benefits, ordinary income, capital calls, etc., and planning of the annual investment rounds 
  • Ongoing risk assessment and, if necessary, adjustment of risk budgets
  • At the end of the year, distribution planning for the presentation of necessary income (net yield)

Guiding and Laying the Groundwork for Investment Decisions

  • Conducting investment committee meetings
  • Coordination and specification of investment guidelines
  • Clarification of operational issues in the mandates
  • Quarterly strategy meetings

Selection of Asset Managers and (Management/Reporting) Service Providers

  • After identification of the investment requirements, selection of suitable portfolio managers to implement the strategy (retail mutual funds or specialised investment funds)
  • Submission and evaluation of requests for proposal; provider competitions and mandate recommendations
  • Selection of (master) investment management companies, depositaries etc.; negotiations on cost and scope of services 

Transparent Reporting as the Basis for Independent Monitoring and Controls

  • Shadow accounting in FERI asset accounting
  • Independent determination of performance and risk ratios
  • Automatic notification in the event of a breach of threshold values/lower value limits
  • Presentation of desired comparative benchmarks
  • Regular reporting to the extent agreed upon on defined key dates
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Marcus Burkert
Managing Director
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
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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