Sustainability is not only a social imperative. For FERI, it also includes a clear commitment to social co-responsibility as a financial services provider, and thus to the development and deployment of investment solutions that offer long-term benefits.
‘Sustainability at its core means ensuring prosperity and environmental protection without compromising the ability of future generations to meet their own needs.’
Ban Ki-Moon, former Secretary-General of the United Nations
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.
We promote sustainability at many levels in order to make a targeted contribution to the further development and broadening of public awareness. FERI provides support for projects, organises conferences, delivers lectures and produces its own studies and publications – all focusing on sustainable development goals, climate change, decarbonisation and impact investing.
We also support public initiatives such as the United Nations-supported Principles for Responsible Investment (UNPRI) and are in close contact with numerous relevant project groups, associations, non-governmental organizations, think tanks and national and supranational institutions.
FERI also sees active dialogue with the investment industry and with clients and business partners as a very effective way of jointly promoting sustainable investment solutions. In particular, it focuses on the active integration of sustainability criteria into investment concepts, in line with the specific requirements and restrictions of the specific client.
We regard the concept of UN Sustainable Development Goals (SDG) as a sensible approach to implementation and at the same time as a guideline for all investment and corporate sustainability goals for us and our clients.
Information in accordance with Art. 10 of the EU Regulation 2088/2019 (SFDR) on the approach to sustainability strategies within asset management companies with environmental and social features as defined in Art. 8 SFDR (available only in German).
The 17 SDG and their 169 targets are a summary of the world’s most pressing environmental, social and economic issues and serve as a definitive list of key global sustainability ambitions.
The SDG therefore create both a requirements profile and an evaluation matrix to understand and measure in concrete terms the impact of investor action on the real world. This also provides financial investors with greater clarity and the opportunity to understand how their own financial assets and investment projects contribute to the achievement of the sustainable development goals, enabling transparent monitoring and public visibility.
FERI therefore places the UN SDG at the forefront of sustainability considerations in all its investment solutions and advisory services.
As part of its long-term strategy and sustainability orientation, FERI develops individual investment solutions for and with investors, which can include both investment funds and individual securities, and are thus able to map precisely an SDG profile according to the client’s wishes.
Clients also benefit from full transparency regarding their existing investments’ compatibility with the sustainable development goals and can increase the SDG efficiency of their portfolio in a targeted way.
Attractive and innovative SDG investment products – focusing on specific return opportunities in the context of sustainability and sustainable development goals – are currently being implemented.
Sowing money, reaping money? Our SDG expert Antje Biber knows how to make a profit and do good at the same time. She explains the strategic design of a responsible investment in an interview with Institutional Money.
The consequences of BigData - Massive environmental pollution through digitisation? If you want to learn more about this topic, we recommend the current SusCon Podcast with our expert for new technologies Dr. Torsten von Bartenwerffer.
Marcus Burkert, Managing Director Institutional Consulting, on the challenges and opportunities for actuaries arising from the new legislation in Institutional Money.
Since 2014, FERI has been a "Signatory" of the UN Principles of Responsible Investing (UN PRI) and thus promotes the principles of sustainable investment and business practices in accordance with the UN PRI.
Furthermore, we support various initiatives and institutions in order to contribute to the further development and dissemination of public awareness of the topic of sustainability.