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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Everything that Is Against Nature Is Not Sustainable in the Long Term.

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

Our Sustainability/Sustainable Development Goals (SDG) Approach

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. 

Why SDG?

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.

Sustainable Investment Solutions

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.
 

Further Information

Interview

Sustainability as an Economic Imperative in the Institutional World (in German)

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.

Learn more
Podcast

Digital Pollution: Underestimated, But Very Relevant (in German)

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.

Learn more
Article

Sustainability for Investments Puts Greater Challenges on Actuaries (in German)

Marcus Burkert, Managing Director Institutional Consulting, on the challenges and opportunities for actuaries arising from the new legislation in Institutional Money.

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Support for Public Initiatives
and Commitment

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.

Your Contact to the FERI SDG Office

Antje Biber

Head of SDG Office

FERI SDG Office

T +49 (0) 6172 916-3148

sdg-office@feri.de

Rathausplatz 8-10

D-61348 Bad Homburg

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Antje Biber
Head of SDG Office

T +49 (0) 6172 916-3148
F +49 (0) 6172 916-1148
sdg-office@feri.de


Haus am Park
Rathausplatz 8-10
61348 Bad Homburg

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Antje Biber
Head of SDG Office

T +49 (0) 6172 916-3148
F +49 (0) 6172 916-1148
sdg-office@feri.de


Haus am Park
Rathausplatz 8-10
61348 Bad Homburg

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