We advise investors on the tailored design and optimization of their sustainability strategy in order to make effective long-term investments. The most important features here are individual values and wishes. Our goal is to make the desired impact realizable and investable in the long term with intelligent investment solutions.
The impact of investment decisions on the environment and society is increasingly coming into focus - also in the financial industry. Thus, it is our clear goal to always act in the interest of nature and people when developing long-term beneficial investment solutions and appropriately aligned advisory services.
In our integrated, holistic approach to sustainability, we answer the question: "What impact does my money have?"
To do this, in addition to comprehensive analyses of sustainability factors and risks, we take into account future issues and opportunities as well as your personal risk-return profile. We can align and shape the sustainable impact of your portfolio over the long term by incorporating sustainability criteria (ESG) and sustainability goals (SDG).
We see the strategic implementation of your sustainability goals, the analysis of future and investment opportunities, the active, risk-adjusted portfolio implementation and the ongoing monitoring of your investments as our responsibility.
Within the framework of a long-term sustainable asset orientation, we develop individual investment solutions for and with you, which may include funds as well as individual securities. We can also analyze and evaluate the impact and sustainability profile of your existing assets. Based on this, we can work with you to implement a targeted adjustment or realignment.
To meet selected ESG criteria with investments, the UN Sustainable Development Goals (SDG) are ideally suited.
The 17 SDG and their 169 targets are a summary of the world's most pressing environmental, social and economic issues; they thus serve as a definitive list of key global sustainability ambitions. As such, the SDG create both a profile of requirements and an assessment matrix. This offers financial investors greater clarity and the opportunity to understand the sustainable contribution of investments to SDG target achievement, to make it transparently comprehensible, and also to make it visible to the public.
We offer our clients individual investment solutions that can include sustainability criteria (ESG) as well as impact goals (SDG). In addition, you can also choose our existing sustainable investment solutions (FERI Sustainable Quality, FERI Strategy Portfolio), which are of course also based on the extensive expertise of our investment specialists.
Learn more about this under our investment solutions.
Head of FERI SDG Office
+49 (0) 6172 916-3148
D-61348 Bad Homburg