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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Life is Not a Long, Quiet River.

In turbulent financial times, when traditional investment strategies fail to work properly, alternative sources of returns such as private equity investments need to be explored. With FERI, private and institutional investors can navigate all the rapids in this market and benefit from over 20 years of experience and more than 130 successful private equity investments.

Private Equity Investments as an Alternative Income Component

In the current low-interest environment, alternative strategies are indispensable. Private equity investments provide you with an alternative income component with attractive returns that contributes to portfolio diversification and stabilisation. 

FERI has many years of experience and a proven track record in analysing private equity funds and managing private equity portfolios. Over the past 20 years, we have carried out more than 130 private equity investments worldwide, making us one of the largest German private equity investors. This gives us excellent access to top-class managers and top investment funds, and it gives us a strong negotiating position.

Our Private Equity Offering

FERI invests in corporate private equity (buyout, growth financing, credit strategies), corporate property strategies, infrastructure and private debt.

Our clients in this area include institutional investors and family offices, for whom we manage funds of funds and offer tailor-made managed-account solutions.

In principle, FERI makes primary investments in private equity funds and selectively acquires equity interests via the secondary market. This enables the cash flow profiles of private equity portfolios to be optimised.

Institutional clients also benefit from tailor-made administrative solutions, managed accounts and advisory services. The private equity portfolios are managed by in-house teams in Germany and Luxembourg. In addition, FERI can also serve existing platform solutions from external providers via advisory mandates.
 

Corporate Private Equity

For many companies, private equity represents an attractive source of financing for the implementation of important projects and the achievement of strategic corporate goals. In addition to pure financial investments, companies particularly appreciate the operational expertise and management support provided by private equity firms. Since the beginning of 2000, FERI has been investing in buyout, growth and turnaround strategies with a strong focus on small and medium-sized companies. Right from the outset, we have been focusing on the small-cap sector and niche strategies, such as rising managers (i.e. funds of the first or second generation managed by experienced private equity managers), due to their attractive risk/return profile.

Private equity is one of the most profitable asset classes and has been an integral part of the total assets of the world’s largest investors for decades.

Infra Structure

Infrastructure is typically a physical facility designed to maintain or improve the economic and social performance of a community and supervised by regulatory oversight. Following the historical market leaders of Australia and Canada, the infrastructure asset class is becoming increasingly important for investors.

Infrastructure offers a high level of value stability and a broad range of investment strategies due to its real assets. Conservative investors see their investment goals best achieved with stable, ongoing returns in the core infrastructure strategies. This asset class offers more profit-oriented investors an increase in value typical of private equity from the development, construction and/or refurbishment/modernization of an infrastructure property. Since income is partly linked to inflation, correlation and volatility of the investment value are low. Various investment horizons are possible, from 5 to 25 and more years.

In this investment segment, FERI offers both managed-account solutions and advisory services for institutional investors.

Entrepreneurial Property Investments

Entrepreneurial property investments are investment strategies that focus on property value enhancement potential (known as value-added and opportunistic property investments).

The asset allocations of experienced private and institutional investors often tend to strongly favour their home markets, and especially the core property sector. As an addition to the property portfolio, entrepreneurial property investments offer the opportunity to significantly increase the yield potential.

Since 2008, FERI has been investing in entrepreneurial property funds in Europe, the USA and selectively in other regions. This means our investments are broadly diversified across this asset class and cover a wide range of individual properties, regions and property segments. Our investors can nevertheless significantly increase their expectations of earnings in the property sector.

In this investment segment, we offer both funds of funds and managed-account solutions as well as advisory services for institutional and private investors.

Private Debt

Private debt has a broad structure – the market ranges from infrastructure and property loans to direct lending, mezzanine capital, distressed debt and special situations.

FERI attaches great importance to clear classification of risk-return objectives with the client in order to select the appropriate strategies. This is imperative due to the current very broad range of private debt.

The strengths and weaknesses of the asset class also play a role in our private debt allocation advisory services, as they differ greatly from the equity strategies of property, infrastructure and private equity. Here, private debt in the form of distributing strategies can be added to mature portfolios in order to increase the ongoing distribution capacity of the portfolios.

Our Private Equity Team

Marcus Storr

Head of Alternative Investments

FERI Trust GmbH

Jan Segelhorst

Head

Private Equity

FERI Trust GmbH

Julian Buchbach

Investment Manager

Private Equity

FERI Trust GmbH

Lukas Guensch

Co-op Student

Private Equity

FERI Trust GmbH

Oleg Tarasov

Investment Manager

Private Equity

FERI Trust GmbH

The FERI Private Equity Team Can Be Reached at

T +49 (0) 6172 916-3600

private.equity@feri.de

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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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