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.
FERI is a byword for comprehensive, individual, transparent and sustainable advice and support. With over 30 years of experience, we offer private clients a broad range of asset management services.
Our goal is 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.
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.
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.
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.
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.
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 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.
FERI Trust GmbH
D-61348 Bad Homburg
Haus am Park