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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You Have to Look at the Smallest Details to See the Big Picture.

Economic research gives us a profound understanding of the market. Our economics team collects economic data from around the world and uses it to create comprehensive scenarios and forecasts. This enables us to offer business outlooks for 60 countries and to provide comprehensive insights into more than 525 industries in Germany.

Economics – Economic Analyses

We are convinced that economic data and structural factors (fundamentals) are of crucial importance for events on the capital markets. Active, independent economic research can thus forecast key parameters of capital market development.

The analyses and forecasts prepared by our economics team contribute significantly to the understanding of current market developments, allow the projection of short-term scenario developments, and thus form the basis of strategic asset allocation.

We also make the expertise of FERI’s economics team available to external interested parties. Economic research is used in high-profile companies for operational planning and market research and in numerous banks for risk management from an industry perspective.

You can find some of the latest results of our analyses here. For further information on our regular research services, please visit our client portal or simply contact us!

FERI Economics Client Portal

Click here to see our country, interest rate and industry reports as well as a large number of overview and evaluation tables and background information.

Go to the FERI economics client portal

Global Economic and Interest Rate Forecasts

On the basis of our own comprehensive business, structural and capital market data, which are also available to our clients via the FERI data manager, the economic performance of 60 countries is continuously analysed and forecast using econometric approaches. The models used are updated at least quarterly to ensure a high degree of responsiveness to new developments.

Interest rate and currency forecasts are components of the macroeconomic models. For important regions such as the USA, the euro zone, Japan and the UK, central bank rates, money market indicators, government bond yields across all maturities and covered bond (German Pfandbrief) and corporate bond spreads are analysed and forecast in separate models.

The quantitative forecast results are available to our clients on our databases. Reports for each country and our monthly interest rate report contain the key forecast results as well as explanatory texts. In addition, a large number of standardised evaluation tables are available. 

FERI Sector Rating

The FERI sector rating is used by a large number of financial institutions in back office functions and for the management of loan portfolios.

The sector rating reflects the industry-specific credit default risk (counterparty default risk). The quarterly rating of more than 500 sectors in Germany and 100 industries worldwide focuses on fundamentals and is based on FERI’s detailed sector forecasts, which in turn are based on macroeconomic outlooks and are notable for their consistency. 

The reports for each industry contain the rating results and an explanation of the underlying forecasts. The profit and loss accounts at the industry level allow the comparison of specific company data with the respective industry benchmark. In addition, a large number of standardized evaluation tables and additional information are available.

Sample Dossiers

Here are some examples of our dossiers (in German).

If you are interested, please do not hesitate to contact us.
 

FERI Zinsprognose  (608.4 kB) ​

FERI Zinsprognose  (608.4 kB) ​

Your Contact Persons

Axel D. Angermann

Chief Economist of the FERI Group

Head of Economics

FERI Trust GmbH

Dagmar Kirsten

Sector research

FERI Trust GmbH

Dr. Volker Kleff

Makro research

FERI Trust GmbH

Gudrun Rehwald

Interest rate forecasts

FERI Trust GmbH

Dirk Schöneich

Data bases

FERI Trust GmbH

Dirk Henninger

Key Account Manager

FERI Trust GmbH

FERI Economics Team

T +49 (0) 6172 916-3050

economics@feri.de

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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
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

Contact

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