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-61348 Bad Homburg
Rathausplatz 8-10

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Alternatives Update – FERI SDG Office: Sustainable investment solutions in the Private Markets segment

Bad Homburg, 5/31/2022
by FERI
  • Credibility and transparency against greenwashing
  • Focus on determining impact-oriented indicators
  • FERI promotes the development of SDG market standards with innovative approaches

Driven by growing demand from institutional investors and flanked by regulatory requirements, the private equity industry is increasingly advertising its products with the label "sustainability". More and more providers are launching ESG or special impact funds. However, there are almost no ESG assessment standards or official databases for the investment instruments and funds of the private markets. Therefore, it is practically impossible for investors to determine whether an investment is really sustainable or whether the management is merely "greenwashing". If the investor wants to be sure that his capital investment is sustainable and even achieves a positive impact, a comprehensive review of both the provider and the respective fund strategy is unavoidable. This is the only way to avoid the risk of misallocation of long-term investment money. "In order to be able to judge whether an investment strategy declared as sustainable delivers what it promises, one has to look very closely. Asset managers and fund strategies must be credible, realistic and verifiable in terms of sustainability and impact achievement," says Carsten Hermann, Managing Director FERI Trust GmbH.

Specific return opportunities in the context of sustainability

FERI has therefore supplemented its proven manager selection from the classic private equity sector with special sourcing and innovative screening processes specifically for the selection of sustainable or impact funds. To this end, the FERI SDG Office works directly with the internal Private Markets team. Target fund managers must pass rigorous economic analysis and screening as well as answer in-depth questions about the valuation and sustainability process. At the end of this due diligence process, the quality of the manager is determined as an overall score. For investors, reporting and ongoing monitoring of the investments are equally important. FERI has introduced special indicators and assessment factors for this purpose as part of its ESG and impact assessment, which are later used in monitoring and reporting to measure success, as well as developing its own "SDG mapping". "This not only provides our clients with transparency on the SDG compatibility of existing investments, but in future they will also be able to identify their SDG contributions and thus specifically increase the SDG impact of their portfolio," explains Antje Biber, Head of FERI SDG Office. FERI is already successfully implementing the FERI Private Markets SDG concept and innovative SDG investment products for its clients. FERI will also present more details on this at this year's Institutional Money Congress in Wiesbaden.

The global asset management industry needs innovative investment solutions and binding market standards when it comes to sustainability. FERI seeks active dialogue with the investment industry as well as with clients and business partners and has been making an active contribution to numerous initiatives and institutions for years, especially as a member of the UN Principles of Responsible Investing (UN PRI).


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 about EUR 56.6 billion in the Group, including EUR 15.4 billion in alternative investments. The FERI Group is headquartered in Bad Homburg and has locations in Dusseldorf, Hamburg, Luxembourg, Munich, Vienna and Zurich.



Media relations contact

Katja Liese von Wangenheim

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

Hermann Carsten Presse 1125x1500px
Biber Antje Presse 1125x1500px