Working with and for institutional investors requires special strategic know-how. FERI offers this knowledge and has been well-regarded in the market for over 30 years. We identify investment opportunities at an early stage and offer appropriate solutions.
Deeper insights. Greater rewards. This has been our objective for 30 years, and our guiding principle for successful multi-asset management. Our investment decisions are based on in-house investment research. This provides us with key indications of long-term investment trends and emerging fundamental issues at an early stage.
On the basis of this insight, we create a global investment strategy, taking into account a large number of liquid and illiquid asset classes. The investment strategy is customised, and specific asset classes can be either excluded or emphasised in line with the investor’s individual preferences and risk tolerance level.
Classic multi-asset approaches are often unnecessarily complex, so they often do not yield the desired investment results. FERI therefore only monitors the main areas of the capital markets. This provides clear insights and better results.
The implementation follows clear principles: our investments must be expected to generate a certain return, diversification effect or additional return compared to the relevant market within a certain period of time. Ultimately, the decisive factors are the opportunity/risk profile and liquidity. We also consider strict risk management based on correlation effects (diversification) to be part of the investment process. This guarantees that you always have the best combination of all investment options in your portfolio.
Thanks to our flexible approach, you can both invest in tailor-made multi-asset portfolios and selectively expand your existing core portfolio with alternative return drivers. If you are interested in specific components such as alternative investments, risk management or existing investment solutions, please follow the information below.
In the current low-interest environment, alternative strategies are indispensable. FERI has over 20 years of experience in the analysis and management of alternative assets (hedge funds and private markets) and has achieved a large number of investment successes.
For over 20 years, we have been offering our clients individually tailored risk management for their investments. Market risks are actively managed according to risk and return parameters jointly defined in advance. This is done either directly, using our integrated risk steering approach, or indirectly through a risk overlay.
Sustainability is not only a socio-political 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. In particular, we focus on the active integration of sustainability criteria into investment concepts, in line with the specific requirements and restrictions of the specific client.
We make strategies investable: working closely with our clients, we develop strategies for their portfolios. These are often investment solutions that are not available anywhere else on the market. Since we are convinced of the quality of these strategies, we also make some of them available to our institutional investors in suitable investment vehicles such as retail mutual funds.
The unique combination of fundamental research and innovative capital market analysis has formed the central basis of our work for over 30 years. This is where we develop our forecasts for all relevant economic indicators and place monetary and fiscal policy decisions in the global context. The contents and results of investment research are an integral part of our services and are then incorporated into the investment strategy.