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 exceeding 15 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 exceeding 15 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.
For us, your requirements and needs are the basis for planning and optimising your asset structure. We always keep an eye on all legal and tax aspects and try to bring about improvements for you. As we work strategically on a long-term basis, we place a strong focus on comprehensive future and succession planning. Foundation consulting is also part of our strategic asset structuring.
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.
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 230 employees in all areas of the investment process, we create significant added value for our clients through our range of consulting 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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T +49 (0) 6172 916-3600
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Rathausplatz 8-10
D-61348 Bad Homburg

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FERI Trust GmbH

+49 (0) 6172 916-3600
+49 (0) 6172 916-9000
ft@feri.de


D-61348 Bad Homburg
Rathausplatz 8-10

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Alternatives Update – Many hedge fund managers identified market risks early on

Bad Homburg, 9/22/2022
by FERI
  • Global Macro Strategies with very good results
  • Low market dependence pays off in times of high volatility
  • Systematic trading approaches on the rise

The market fluctuations in the first half of 2022 have clearly shown investors how important portfolio diversification is. Hedge funds with a global macro approach in particular were able to make a contribution to this in recent months. While equity markets worldwide plummeted in the first six months of 2022, global macro hedge funds bucked the negative trend and achieved very good gains. Global Macro Trading follows a classic top-down approach: The fund management analyzes the economic data of countries or sectors - also taking into account political developments - and derives possible trends from this. Investments are preferably made in liquid instruments worldwide, such as stock indices, futures on currencies, commodities and government bonds.

"Many hedge fund managers, who base their decisions on fundamental data, recognized very early on that high inflation and the increase in geopolitical risks would hit the markets hard and changed their risk allocation in time," says Marcus Storr, Head of Alternative Investments FERI Trust GmbH. Due to the fluctuations on the stock market, hedge fund strategies on the short side have performed better than they have in many years: "With the possibility of taking short positions, hedge funds have an effective tool at their disposal to reduce the market dependency of their portfolios," adds Storr.

Trend followers clearly up

Hedge funds that bet on macroeconomic trends use two different models to do so. The classic discretionary approach relies on the skills of individual portfolio managers and their analytical teams. Decisions can be made on a discretionary basis. Experience shows that the managers' gut feeling can also be a success factor. On the other hand, computer-based trading is becoming increasingly important. The so-called systematic global macro funds strictly follow rules set by algorithms. They consistently base their allocation decisions on ongoing market trends and often operate with strong leverage and high trading volumes. Systematic global macro strategies returned just under 10 percent in the first quarter of 2022, when markets were caught off guard by the outbreak of war in Ukraine and went on a roller coaster ride, and just under 5 percent again in the second quarter. "Already in the past, global macro hedge funds were among the winners in volatile market phases due to their low correlation. Professional investors who want to stabilize their portfolio in a difficult market environment should therefore take a closer look at this strategy," says Storr.


About FERI

Founded in 1987 and headquartered in Bad Homburg, Germany, the FERI Group has developed into one of the leading investment houses in the German-speaking area. FERI offers tailor-made solutions for institutional investors, family assets and trusts in the following areas:

The FERI Cognitive Finance Institute was formed in 2016. It is the strategic research centre and creative think tank of the FERI Group. The Institute focuses on innovative analyses and the development of methods for long-term oriented economic and capital market research. 

FERI and MLP currently manage assets of about EUR 55 billion in the Group, including round about EUR 15 billion in alternative investments. The FERI Group is headquartered in Bad Homburg and has locations in Dusseldorf, Hamburg, Luxembourg, Munich, Vienna and Zurich.



Media relations contact

Katja Liese von Wangenheim

Member of the Management Board

Head of Press & Communications

T +49 (0) 6172 916-3192

F +49 (0) 6172 916-1192

presse@feri.de

FERI AG

Rathausplatz 8-10

D-61348 Bad Homburg

Storr Marcus Presse 1125x1500px