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 9 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 9 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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Information Provided Does not Constitute an Offer or Advice

The information contained on this website is for information purposes only. The information on this website does not constitute a solicitation, an offer or a recommendation to use a service, buy or sell investment products, or make other transactions.

This website does not offer any advice (investment, legal or tax advice).
Please obtain the advice of a professional financial advisor before you take any investment decisions.

It should be noted that the investment funds on which information is published here should be purchased solely on the basis of the details provided in the valid sales prospectus, including the contractual terms and conditions and the last audited annual report or the half-year report, if the latter is more recent than the last annual report. These sales documents can be requested free of charge from the relevant investment fund company, depositary, or paying agencies.

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FERI Trust GmbH has taken the greatest possible care in the compilation of the content on this website. However, it accepts no liability (either express or implicit) concerning the correctness, reliability, currentness or completeness of the content on the website. The information and the material are offered on the website on an as is and as available basis. FERI Trust GmbH makes no assurances and disclaims all liabilities, either expressed or implied, with respect to the information and functions on the website, in particular with regard to guarantees of copyrights and other rights, or marketability and suitability for a particular purpose. This also applies to the reliability or availability of the website or the information or results of use of this website, and to whether the web page has any viruses or contains errors. The information provided on this website by FERI Trust GmbH is solely for private use and for informative purposes. It is subject to changes at any time and without prior notice.

Disclaimer

FERI Trust GmbH is not liable in any case for any losses, damages or consequential damages of any kind arising from the use of the information on this website.

Links to Other Websites

Links on the website of FERI Trust GmbH may indicate third-party websites. FERI Trust GmbH does not accept any liability for the accuracy, completeness and legality of the content of such websites, or for any possible offers contained therein.

Data Security

Access to the website of FERI Trust GmbH is open and unencrypted. Therefore, it cannot be ruled out that data sent may be viewed by third parties. In addition, the data may also be circulated across borders under certain circumstances. Confidentiality of communication via the internet is not always adequately guaranteed. Therefore, it is recommended that this medium should not be used for the transfer of client data and other business-critical information.

The website and the associated data are managed by FERI Trust GmbH. Please see the information in relation to the legal disclosure for more information.

Warning on Risks

Past performance is no guarantee of future results. In other words, the value of an investment may go down as well as up, and may be subject to significant fluctuations. It cannot be guaranteed that the  invested capital will be preserved.

English Version

The English version of this disclaimer is only a contextual translation of the German version. The German version is therefore the legally binding one.

Applicable Law

Access to, and use of, the FERI Trust GmbH website are subject to German law. The place of jurisdiction is Germany. 

Note on Bank Resolution and Bail-in

As a response to experiences in the financial crisis of 2008, many countries have enacted regulations with which banks at risk of default can be resolved in an orderly manner without the taxpayer’s exposure to losses. As a result, shareholders and creditors of banks can incur losses in the event of a resolution. You can find out more below (please note that the document is in German).
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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
61348 Bad Homburg

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