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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Focus on Research: for Clear, Far-sighted Decisions that Safeguard Assets for Generations to Come.

The financial world is complex. To understand it, we rely on our own research. This enables us to advise our clients objectively on all investment decisions. 

Tailor-made Asset Management – Your Goals Count

FERI is a byword for comprehensive, individual, transparent and sustainable advice and support. With over 30 years of experience, we offer private investors a broad range of asset management services.

As a holistic advisor, we aim to support our clients in all asset-related matters. We offer holistic investment strategies (which take into account all relevant financial and family backgrounds), a selection of the best investment solutions, comprehensive controlling and clear reporting.

Our independence enables us to act freely on your behalf.

Research – the Basis of All Our Services

The unique combination of fundamental research and innovative capital market analysis has always formed the central basis of our work. 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.

Your Personal Investment Strategy – Your Goals Count

Based on the results of FERI investment research, we design your personal investment strategy for a variety of liquid and illiquid asset classes. We work with you to define a return target and a risk framework according to which all investments are aligned. On this basis, our experienced specialists then implement all investment decisions professionally and prudently.

Asset Allocation with FERI – the Right Mix for Your Portfolio

Our investment experts implement your individual long-term strategy taking into account current market conditions. FERI is a byword for a flexible, essentially anti-cyclical investment philosophy that offers protection against unexpected market crises and enables the early identification of strategic investment opportunities – always true to our guiding principle: deeper insights. greater rewards. This gives you the ideal combination of all available asset classes in one portfolio, whatever the market situation.

Comprehensive Controlling and Reporting – Always Keeping an Eye on Your Goals 

It is not only the implementation of your investment strategy that is important, but also regular reviewing and adjustment of that strategy. Our specialists take care of this for you and inform you about all the steps in a clear reporting system for your portfolio. 

Thanks to our flexible approach, you can invest in tailor-made multi-asset portfolios as well as selectively expand your existing core portfolio with alternative return drivers. If you are interested in specific components such as alternative investments or risk management, please follow the instructions below.

Alternative Investments as Additional Yield Drivers

In the current low-interest environment, alternative strategies are indispensable. FERI has 20 years of experience in the analysis and management of alternative assets (hedge funds, private equity and property) and has achieved a large number of investment successes.

Risk Management – Innovative Risk Hedging Concepts

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.

Investment Solutions for Private Investors

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.

Investment Research – the Basis of All Our Services

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.

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Dr. Patrick Zenz-Spitzweg
Managing Director
Private Clients

T +49 (0) 6172 916-3171
patrick.zenz-spitzweg@feri.de

FERI Trust GmbH

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Dr. Patrick Zenz-Spitzweg
Managing Director
Private Clients

T +49 (0) 6172 916-3171
patrick.zenz-spitzweg@feri.de

FERI Trust GmbH

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