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 18 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 18 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 250 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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The right network points are essential to ensure that the portfolio delivers what it promises.

Hedge funds are a crucial factor in holistic portfolio composition. This is why FERI experts have been working in this field for over 20 years.

With verifiable returns for private and institutional investors.

Hedge fund investments as a holistic portfolio contribution

Hedge funds provide investors with alternative sources of returns that are largely independent of the major equity and fixed income markets.

We have the world’s largest bank-independent, German-speaking team with many years of experience, which conducts its own scientific hedge fund research. This enables completely independent decision-making processes and the best possible selection for your portfolio. 

Our hedge fund-based offering

We offer you tailor-made hedge fund solutions as well as investment solutions already approved for distribution. These give you the opportunity to invest in our existing successful FERI funds of hedge funds. 

In total, we manage hedge fund portfolios with a total volume of more than 1 billion euros.

Tailor-made Hedge Fund Solutions

As a discretionary asset manager, we have been investing for over 20 years in traditional offshore hedge funds and UCITS hedge funds with verifiable yield success as part of individual hedge fund portfolios for institutional investors and family offices.

We offer customised hedge fund solutions for an investment volume of 10 million euros or more. When building up a hedge fund portfolio, any plausible combination of return, risk and liquidity is possible. In addition, investor-specific requirements regarding structure (offshore or UCITS); regulation (e.g. conformity with the provisions of the German Insurance Supervision Act – VAG – regarding fund investments of insurers and pension funds); strategy allocation (e.g. inclusion or exclusion of certain strategies) are taken into account.

FERI Investment Solutions

We also offer our clients investment solutions in relation to hedge funds that have already been approved for distribution. These are also based on the extensive expertise of our investment specialists. Their advantage lies clearly in the significantly lower investment sum required. Find out more about this option here

In addition, with the ARIX© index line we make the returns of strategy-specific hedge fund portfolios available to the public. 

ARIX© – investable hedge fund indices made by FERI

FERI was the first provider to develop a systematic qualitative rating procedure for the allocation and construction of passive hedge fund investments and to construct a series of investable hedge fund indices based on the ARIX© indices. 

More information can be found here: 

Your contact persons

Marcus Storr

Head of Alternative Investments

Stephan Bongartz

Director Hedge Funds

Edgar Daniel

Director Hedge Funds Operations

Dr. Thomas Maier, CFA

Head of Hedge Funds

Dr. Iliya Kutsarov, CFA

Deputy Head of Hedge Funds

Son Nguyen, CFA

Portfoliomanager Hedge Funds

Tao Wan, CFA, FRM

Director Hedge Funds

The FERI Hedge Fund Team can be reached at

+49 (0) 6172 916-3149

hedgefonds-info@feri.de

FERI AG

Rathausplatz 8-10

D- 61348 Bad Homburg

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Marcus Storr
Head of Alternative Investments


Rathausplatz 8-10

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Storr Marcus
Head of Alternative Investments


Rathausplatz 8-10

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Notice

ARIX© is a registered trademark of FERI AG. Its use - as well as the reference to the ARIX© composite - is therefore not permitted without the prior consent of FERI AG. This applies in particular, if third parties intend to use the ARIX© composite as a reference value, for example for financial instruments.

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