FERI expects demand for alternative investments such as private markets (private equity, infrastructure, real estate) and hedge fund investments to continue rising strongly in the coming years. FERI currently manages alternative investments exceeding 15 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 private markets (private equity, infrastructure, real estate) and hedge fund investments to continue rising strongly in the coming years. FERI currently manages alternative investments exceeding 15 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.
For us, your requirements and needs are the basis for planning and optimising your asset structure. We always keep an eye on all legal and tax aspects and try to bring about improvements for you. As we work strategically on a long-term basis, we place a strong focus on comprehensive future and succession planning. Foundation consulting is also part of our strategic asset structuring.
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.
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 continuously developed it since the 1990s. Thanks to our extensive experience, self-developed research and analysing tools and the access to around 230 employees in all areas of the investment process, we create significant added value for our clients through our range of consulting 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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FERI Trust GmbH

T +49 (0) 6172 916-3600
F +49 (0) 6172 916-9000
ft@feri.de


Rathausplatz 8-10
D-61348 Bad Homburg

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FERI Trust GmbH

+49 (0) 6172 916-3600
+49 (0) 6172 916-9000
ft@feri.de


D-61348Bad Homburg
Rathausplatz 8-10

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Selected quality stocks with a clear focus on sustainability

Bad Homburg, 6/23/2021
by FERI
  • "FERI Sustainable Quality" with AAA sustainability rating
  • High impact from UN development goals
  • FERI uses own scoring model for improved risk assessment

As part of the strategic realignment of central investment processes according to sustainability aspects, FERI will offer the "FERI Sustainable Quality" fund (previously "FERI Global Quality") as an Article 8 product in accordance with the EU transparency obligation for sustainable financial products in the future. "This step is the logical development of our sustainability approach, which we have already consistently implemented for years," says Antje Biber, Head of the FERI SDG Office.

In accordance with the new EU Directive, the fund management of the "FERI Sustainable Quality" is committed to disclosing sustainability aspects when selecting stocks. FERI follows a comprehensive and independent evaluation method that uses its own scoring model in addition to exclusion criteria, such as for ethically controversial sectors and CO2-intensive industries. Financially relevant sustainability characteristics are analysed and compared with the quantitative and qualitative assessments of the most important data providers. With this methodology, FERI goes significantly further than the ESG ratings offered in the market. "We look closely at how well a company manages ethical, social, environmental and governance-related risks. This analysis has a significant influence on our return expectations and portfolio allocation," says Lars Konrad, fund manager of "FERI Sustainable Quality" and Head of Global Equities at FERI (Switzerland) AG.

Commitment to the Paris climate agreement

The fund focuses on profitable and high-growth companies from the investment universe of the MSCI World Index that have a strong sustainability profile. For example, around 63% of the companies in the portfolio have committed to the Paris climate agreement, of which 40% have committed to the 1.5°C target. By comparison, in the benchmark MSCI World Index, the proportion of companies that are not in line with the Paris climate agreement targets is 66 percent. CO2 emissions within the portfolio (per million sales) are 27 percent lower than those within the MSCI World Index. And the proportion of companies with a high level of corporate governance in the Sustainable Quality fund is 62 percent, twice that of the MSCI World Index.

Top score from MSCI ESG research

The fund management's declared aim is also to achieve a high level of impact in relation to the UN's Sustainable Development Goals (SDGs). By defining 17 goals, the United Nations promotes sustainable development at environmental, social and economic levels. With regard to the top 10 SDGs, which include measures to protect the climate, secure basic needs and reduce inequality, the fund performs significantly better than the benchmark index in each case. Overall, the fund receives the highest rating of AAA ("Leader") from MSCI ESG Research. In contrast, the MSCI World Index only comes in at A-rating ("Average"). "We continuously monitor the companies we invest in to ensure that the portfolio not only meets return expectations, but also sustainability targets," adds Konrad.


About FERI

Founded in 1987 and headquartered in Bad Homburg, Germany, the FERI Group has developed into one of the leading investment houses in the German-speaking area. FERI offers tailor-made solutions for institutional investors, family assets and trusts in the following areas:  

The FERI Cognitive Finance Institute was formed in 2016. It is the strategic research centre and creative think tank of the FERI Group. The Institute focuses on innovative analyses and the development of methods for long-term oriented economic and capital market research. 

FERI and MLP currently manage assets of EUR 48.2 billion, including EUR 12.2 billion in alternative investments. The FERI Group is headquartered in Bad Homburg and has offices in Dusseldorf, Hamburg, Luxembourg, Munich, Vienna and Zurich.



Media relations contact

Katja Liese

Member of the Management Board

Head of Press & Communications

T +49 (0) 6172 916-3192

F +49 (0) 6172 916-1192

presse@feri.de

FERI AG

Rathausplatz 8-10

D-61348 Bad Homburg

Biber Antje Presse 1125x1500px
Lars Konrad Presse 3071x4488px