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 around 8,5 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 around 8,5 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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It Is All a Question of Perspective.

We are heading into a complex future, not only in the capital markets. Our independent investment research provides us with effective orientation. We conduct comprehensive analyses and look at future trends from a wide variety of angles. This enables us to offer attractive new investment opportunities for our clients as they arise.

 

Investment Research

The Investment Research division is the foundation for the entire FERI Group and serves as the central competence centre for all financial market and investment-related topics. The division produces comprehensive macroeconomic forecasts, interdisciplinary analyses of financial markets, professional asset class assessments, quantitative asset allocation models and complex portfolio and risk management scenarios.

This unique combination of fundamental research and innovative capital market analysis has formed the central basis for FERI’s investment strategy for almost 30 years.

The content and results of the investment research are an integral part of numerous FERI services, but are also available to private and institutional investors on request.

Asset Allocation – Market Analyses

The asset allocation division continuously analyses the international capital markets and financial flows on the basis of global market and macro data. Using proprietary models, the asset allocation team generates comprehensive, multidimensional situation and forecast images for the relevant investment environment. These serve as the basis for differentiated investment scenarios, which are continuously updated and actively developed. In a multi-stage process, concrete investment strategies are developed, both for clients and for FERI’s internal investment processes.

Economics – Economic Analyses

Our economic research is based on more than one million time series of economic data. Using this data, FERI produces detailed economic, interest rate and currency forecasts for 60 countries with at least quarterly updates. The long-term macroeconomic forecasts with a time horizon of at least 2030 also reflect structural changes.

Current Study by the FERI Cognitive Finance Institute: Modern Monetary Theory and Overt Monetary Financing (in German)

Global monetary policy is getting out of hand. Major central banks vie with each other to implement policies of monetary dilution. New ideas and obscure theories abound. These currently include concepts such as modern monetary theory (MMT) and overt monetary financing (OMF), which openly call for public-sector financing by printing more money. Will money printing become a substitute for sound economic policy? Will central banks become monetary repositories for excessive government debt? And is there a risk that entire financial systems will be destroyed in the medium term? Our new study, which is becoming increasingly topical every day, gets to the bottom of these questions. A must-read for investors and asset owners!

FERI Market Outlook

Click here to see the current assessment of the world economy and financial markets by our chief economist Axel D. Angermann (in German, as of March 19th, 2020). 

 

Your Contact Persons

Dr. Heinz-Werner Rapp

Member of the Executive Board, Chief Investment Officer

Asset Allocation/Investment Strategy

FERI AG

Axel D. Angermann

Chief Economist of the FERI Group

Head of Economics

FERI Trust GmbH

Contact
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Dr. Heinz-Werner Rapp
Member of the Executive Board, Chief Investment Officer
Asset Allocation/Investment Strategy

T +49 (0) 6172 916-0
F +49 (0) 6172 916-9000
info@feri.de

FERI AG
Rathausplatz 8-10
61348 Bad Homburg

Axel D. Angermann
Chief economist of the FERI Group
Head of Economics

T +49 (0) 6172 916-3050
F +49 (0) 6172 916-1050
economics@feri.de


Rathausplatz 8-10
D-61348 Bad Homburg

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CONTACT
Contact
Dr. Heinz-Werner Rapp
Member of the Executive Board, Chief Investment Officer
Asset Allocation/Investment Strategy

T +49 (0) 6172 916-0
F +49 (0) 6172 916-9000
info@feri.de

FERI AG
Rathausplatz 8-10
61348 Bad Homburg

Axel D. Angermann
Chief economist of the FERI Group
Head of Economics

T +49 (0) 6172 916-3050
F +49 (0) 6172 916-1050
economics@feri.de


Rathausplatz 8-10
D-61348 Bad Homburg

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