FERI expects demand for alternative investments such as private markets (private equity, infrastructure, real estate) and hedge fund investments to continue rising strongly in the coming years. FERI currently manages alternative investments worth 12.2 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 private markets (private equity, infrastructure, real estate) and hedge fund investments to continue rising strongly in the coming years. FERI currently manages alternative investments worth 12.2 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 continuously developed it since the 1990s. Thanks to our extensive experience, self-developed research and analysing tools and the access to around 200 employees in all areas of the investment process, we create significant added value for our clients through our 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, calm river.

In turbulent financial times, when traditional investment strategies increasingly face boundaries, alternative sources of returns such as private markets offer attractive solutions. FERI helps both private and institutional investors navigate through the complexity of the segment. FERI has more than 20 years of experience in the private markets space and completed more than 150 fund-, secondary- and co-investments.

Private Markets Investments as an Attractive Source of Income

In the current low-interest environment, alternative strategies have become essential for investors to meet their target returns. Private markets strategies provide investors with an alternative income component that delivers attractive returns and contributes to portfolio diversification. 

FERI has many years of experience and a proven track record in analysing private markets funds and managing private markets portfolios. Over the past 20 years, we have carried out more than 150 private markets investments worldwide, making us one of the largest German investors. Investors benefit from our access to top-class fund managers and our strong negotiation positioning. 

Our Private Markets Offering

FERI invests in private equity (buyout, growth, turnaround and venture capital), private equity real estate, infrastructure and private debt.

Our client base includes institutional investors, such as pension funds and endowments, as well as family offices. We manage funds of funds and offer tailor-made managed-account solutions.

FERI targets primary fund investments, co-investments and selectively acquires stakes via the secondary market. This enables the cash flow profiles of private markets portfolios to be optimised.

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

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.

Infrastructure

Infrastructure is typically a physical facility designed to maintain or improve the economic and social performance of a community and supervised by regulatory oversight. It 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.

Private Equity Real Estate

Private Equity Real Estate 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, Private Equitya Real Estate offers the opportunity to significantly increase the yield potential.

Since 2008, FERI has been investing in Private Equity Real Estate 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. Nonetheless, our clients are still able to significantly increase their earnings expectations in the real estate 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 places a great degree of importance on a 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 other private markets strategies. Furthermore, an important benefit of Private Debt investments is its regular yield component, allowing for long-term cashflow planning.

Our Private Markets Team

Marcus Storr

Head of Alternative Investments

FERI Trust GmbH

Jan Segelhorst

Head

Private Markets

FERI Trust GmbH

Michael Hornung-Moser

Investment Manager

Private Markets

FERI Trust GmbH

Oleg Tarasov

Investment Manager

Private Markets

FERI Trust GmbH

Tobias Zahn

Investment Manager

Private Markets

FERI Trust GmbH

The FERI Private Markets Team can be reached at

T +49 (0) 6172 916-3600

private.markets@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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