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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Not Everyone Will Find Alternative Sources of Returns.

We have been breaking new ground with our alternative investments for more than 20 years. Our expertise ranges from investments in hedge funds and private equity to infrastructure and property. Private and institutional investors thus have the opportunity to position their portfolios more broadly and more securely in the current low-interest environment. 

Alternative Investments with FERI

In the current low-interest environment, alternative strategies are indispensable for more and more institutional and private investors, and we expect to see a continued increase in demand for them in the coming years.

We offer hedge fund, private equity, infrastructure and property investment solutions to investors wishing to add an alternative investment to their portfolio. We have over 20 years of experience in the analysis, selection and management of alternative assets and have enjoyed significant investment success. Our Alternative Investment Team is one of the largest in Germany. 

We currently manage alternative investments worth 9 billion euros for our clients, making us one of the most important providers in Germany. 

Hedge Fund Investments as a Holistic Portfolio Contribution

As a discretionary asset manager, we have been investing in traditional offshore hedge funds and UCITS hedge funds for over 20 years. We manage individual hedge fund portfolios for institutional investors as well as for family offices with verifiable returns.

Private Equity Investments as an Alternative Income Component

FERI invests in corporate private equity (buyouts, growth financing, credit strategies), corporate property strategies, infrastructure and private debt for institutional investors and family offices, for which we manage funds of funds and offer tailor-made managed-account solutions.

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Marcus Storr
Head of Alternative Investments

T +49 (0) 6172 916-3149

FERI Trust GmbH
Town hall square 8-10
61348 Bad Homburg

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Marcus Storr
Head of Alternative Investments

T +49 (0) 6172 916-3149

FERI Trust GmbH
Town hall square 8-10
61348 Bad Homburg

Contact

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