SDG Office
Our FERI sustainability philosophy
At FERI, sustainability is not only a principle – it is the very definition of responsible, future-proof investing. We support the United Nations Sustainable Development Goals (UN SDGs).
Within our investment strategies that promote environmental and/or social characteristics or pursue sustainable investment objectives, we specifically consider companies that address environmental and social aspects in their business activities based on defined criteria. These sustainability criteria are integrated into the investment process alongside the respective fund's financial investment objectives.
The goal is to develop customized investment strategies that take into account financial requirements as well as defined environmental and social criteria. In this process, the FERI SDG Office supports the integration of the specified sustainability criteria into the investment strategies.
Sustainability at FERI – An Integrated Investment Approach
We always know exactly where our data has come from and how it was calculated. That allows us to make a fully informed assessment of selected environmental and social characteristics of investments and provides a transparent basis for analysis, selection and investment decisions.
FERI Sustainability Policy: Clear Guidelines for Sustainable Investments
The FERI sustainability policy contains our principles and guidelines for responsible, future-proof investing. It provides a dependable framework for integrating these sustainability factors into our investment processes and consulting.
Actively addressing sustainability risks
We systematically incorporate environmental, social and governance factors, including physical and transition climate risks, into our sustainable investment decisions and our advice for clients with sustainability preferences.
Transparently meeting regulatory requirements
We provide full transparency, disclosing all relevant sustainability information in a clear and compliant format. This allows an objective assessment of our sustainability strategy and practices.
Aligning remuneration policy with sustainability risks
We ensure that our remuneration structure does not encourage excessive sustainability risks and that it aligns with our Group-wide sustainability strategy.
Focusing on the SDGs
The United Nations Sustainable Development Goals are our compass for integrating sustainability into our investment and advice.
With our policy, we ensure that sustainability is not just an ambition but part and parcel of our investment practice.
Disclosures Related to Sustainability
Our Mutual Funds – Benefit from FERI’s Sustainability Expertise
The FERI Sustainable Quality fund invests in carefully selected quality stocks with a focus on Europe and North America, aiming to generate long-term capital growth and steady returns. We put every stock through a comprehensive ESG analysis and use our own scoring system to select equities, ensuring a rigorous focus on sustainability. A structured investment process makes for a responsible and forward-looking portfolio.
Portfolio management invests chiefly in companies that meet environmental and social standards and adhere to responsible governance principles. A strategic allocation focusing on equities and fixed income is chosen based on FERI’s independent capital market research. Sustainability criteria, expected returns and risks are carefully weighed up and aligned with the investment strategy.
The systematic equity strategy is based on the MSCI World and identifies the most attractive companies through factor combinations. The objective is a systematic equity selection designed to deliver stable, above-average returns over the long term.
Analyzing Sustainability with Vision
The FERI Cognitive Finance Institute is the FERI Group’s independent think tank and specializes in analyzing long-term economic and social developments – including in the area of sustainability.
With its proprietary “cognitive finance” methodology, the institute provides deep insights into sustainability-related topics. This helps us understand where global megatrends are heading and creates a valuable basis for future-oriented investment strategies.
Responsibility with Impact
Our focus is on five key UN Sustainable Development Goals (SDGs): quality education (SDG 4), gender equality (SDG 5), clean energy (SDG 7), decent work (SDG 8) and climate action (SDG 13).
With our targeted commitment, we embrace social responsibility and support selected environmental and social projects and initiatives.
Since 2014, FERI has been a signatory of the UN PRI, thereby committing to corporate responsibility that goes beyond regulatory requirements. The Principles provide a binding framework for systematically integrating sustainability into our thinking and actions.
Contact us to learn more about how we can shape your portfolio for the future together.
