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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Manager Check

Background

The quality of the asset manager and the determination of the appropriate investment universe and form of implementation are important factors in achieving a target return. Since the manager’s performance cannot be measured solely by the performance of the underlying funds or mandates, FERI has developed a three-step process for assessing managers.

Objectives

  • Review and evaluation of the success of individual mandates/investment funds
  • Analysis of the investment universe and implementation type, taking into account their suitability for the client
  • Notes on sensible adaptation of client-specific framework conditions (investment guidelines) or replacement of the manager

Analysis

  • Step 1: analysis of the asset class of the mandate/investment fund and the type of implementation in terms of suitability for the client.
  • Step 2: assessment of manager performance using risk-adjusted performance against his/her benchmark and a suitable peer group, taking into account client investment constraints.
  • Step 3: plausibility check based on qualitative criteria (institutional framework, investment process, experience and stability in the team)

Outcome

  • Assessment of the suitability of the investment strategy or investment universe and the type of implementation for the client
  • Assessment of the performance of the mandate/investment fund 
  • Recommendation for the adaptation of investment guidelines or replacement of the manager, if deemed inadequate

Example of Manager Check

  1. Analysis of investment universe and type of implementation
  2. Analysis of risk-adjusted performance against benchmark and peer group
  3. Influence of client-specific investment restrictions
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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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CONTACT
Contact
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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