FERI sieht eine weiterhin stark steigende Nachfrage für Alternative Investments wie Private Markets (Infrastruktur, Real Estate, Private Equity) und Hedgefonds-Investments in den kommenden Jahren. Derzeit betreut FERI Alternative Investments im Wert von über 18 Mrd. Euro und zählt damit zu den größten Anbietern in Deutschland.
Wir bieten unseren Kunden seit über 20 Jahren individuell abgestimmte Risikomanagement-Lösungen. Dabei werden die Marktrisiken nach vorher gemeinsam festgelegten Risiko- und Ertragsparametern aktiv gesteuert.
Im Institutionellen Asset Management bietet FERI ein breites Spektrum an Vermögensverwaltungsleistungen für institutionelle Investoren. Unsere Investmentspezialisten verfügen über jahrelange Erfahrung in allen Anlageklassen und folgen einem Multi-Asset-Ansatz, der von der Entwicklung und Umsetzung individueller Anlagestrategien bis zur quantitativen Risikosteuerung und -kontrolle reicht.
FERI sieht eine weiterhin stark steigende Nachfrage für Alternative Investments wie Private Markets (Infrastruktur, Real Estate, Private Equity) und Hedgefonds-Investments in den kommenden Jahren. Derzeit betreut FERI Alternative Investments im Wert von über 18 Mrd. Euro und zählt damit zu den größten Anbietern in Deutschland.
Wir bieten unseren Kunden seit über 20 Jahren individuell abgestimmte Risikomanagement-Lösungen. Dabei werden die Marktrisiken nach vorher gemeinsam festgelegten Risiko- und Ertragsparametern aktiv gesteuert.
FERI steht für eine umfassende, individuelle, transparente und nachhaltige Beratung und Betreuung privater Mandanten. Mit einer Erfahrung von über 30 Jahren bieten wir privaten Anlegern eine breite Palette an Vermögensverwaltungsleistungen an.
Ihre Anforderungen und Bedürfnisse sind für uns die Maßgabe bei der Optimierung Ihrer Vermögensstruktur. Da wir strategisch langfristig arbeiten, setzen wir einen starken Fokus auf eine umfassende Zukunfts- und Nachfolgeplanung.
FERI Family Office - Strategieberater für Ihr Vermögen. Wir bieten Leistungen von der Strategischen Vermögensplanung, über die Umsetzungsberatung und das Ergebniscontrolling bis hin zum Risikomanagement, Vermögensschutzstrategien und Nachhaltigkeitsberatung an.
Mithilfe einer Asset Liability Management Studie kann FERI Ihnen aufzeigen, ob ein Finanzierungssystem in seiner jetzigen Form nachhaltig ist und genügend Risikoträger verfügbar sind oder ob eine Modifikation des Systems ratsam ist.
Beim Übergang in eine nachhaltige Zukunft begleitet und unterstützt Sie FERI bei der Implementierung eines Nachhaltigkeitskonzepts sowie bei der Umsetzung und Weiterentwicklung bereits bestehender Lösungsansätze.
Die Gesamtbetreuung bei FERI reicht von der optimalen Asset Allocation über die Investitionsplanung bis hin zur Mandatierung von Managern sowie dem Reporting und Controlling. Klare Strukturen sorgen hierbei stets für nachvollziehbare Entscheidungen und eine transparente Kapitalanlage.
FERI führt in drei Schritten einen Kostencheck durch und ermittelt die Kosten für Mandate, Verwahrstellen und Kapitalverwaltung. Diese stellen in Zeiten anhaltender Niedrigzinsen einen wesentlichen Faktor für die Portfolioperformance dar.
Mithilfe des dreistufigen Managerchecks beurteilt FERI die Qualität und Leistung der Asset Manager.
FERI bewertet aktuelle Portfolien hinsichtlich Rendite- und Risikoerwartung und prüft, ob die Allokation den Anforderungen an Ertrag und verfügbarem Risikobudget noch gerecht wird. Darüber hinaus stellt FERI Ihnen alternative Portfolien vor, die bei gleichem Risiko mehr Rendite erwarten lassen bzw. gleiche Renditechance bei Reduktion des Risikos aufweisen.
Zur Sicherung des Erfolgs der Kapitalanlage begleitet FERI die Prozesse im Risikomanagement. Diese reichen von der Erstellung eines Risikohandbuchs über die Risikoinventur bis hin zur regelmäßigen Berichterstattung und -kommentierung.
Zur Identifikation der Risikoquellen und deren Verteilung im Portfolio einer Kapitalanlage erstellt FERI das Risksheet, das ebendiese Informationen transparent und übersichtlich macht. Dadurch lässt sich auf den ersten Blick erkennen, welchen Anteil am Gesamtrisiko die einzelnen Fonds, Segmente und Assetklassen haben.
FERI bietet seinen Kunden den gesamten Prozess des Investment Consulting an und entwickelt diesen seit den 90er Jahren kontinuierlich weiter. Durch die große Erfahrung, selbst entwickelte Research- und Analysetools und den Zugriff auf ca. 250 Mitarbeiter in allen Themen des Anlageprozesses schaffen wir mit unserem Beratungsangebot einen spürbaren Mehrwert für unsere Kunden.
Asset Allocation – aktuelles Marktgeschehen im Blick. FERI bietet eine optimale, quantitativ und qualitativ fundierte Entscheidungsunterstützung, sowohl zu Fragen der strategischen als auch der taktischen Asset Allocation.
Die ökonomische Expertise von FERI wird in namhaften Unternehmen für die operative Planung und Marktforschung und in zahlreichen Banken für die Risikosteuerung unter Branchengesichtspunkten eingesetzt. Wir bieten unseren Kunden folgende Dienstleistungen: globale Wirtschaftsdaten, globales Makro Research, globale Konjunktur-, Zins- und Währungsprognosen, Prognosen für Länder und Branchen, FERI Branchen Rating.
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Biodiversity

The asset class that supports all life

1st Global Asset Owner Meeting


Date:
June 4th – 6th, 2024

Location:
Villa Bonn, Frankfurt, Germany

Objective & Mission

 

 

The aim of this event is to bring together international asset owners in a private and focused environment.

 

The mission is to actively work together to find common solutions for a new investment framework and guidelines for solutions that meet the needs and requirements of all investors.

Only asset owners and very select experts are invited; the Chatham House rules apply

Outcome & Goal

 

The aim of the summit and the joint working session is to develop a concrete “Asset Owner Biodiversity Action Plan”.

 

This framework will be a guide and a roadmap for the next steps of implementation of possible investment solutions and collaboration.

 

Action & Collaboration is key...

THE GOAL: Asset Owner Biodiversity Action Plan

The goal of the Meeting is to develop an “Asset Owner Action Plan for Biodiversity Investments" that will collectively set the framework for investment strategies and effective solutions to protect and restore biodiversity in both dimensions – marine (ocean) and terrestrial (land/soil).

Agenda: June 4th – 6th, 2024

All attendees will receive questions and documents 4 weeks before the event:
The homework is used for individual preparation for the topic. All investors are asked to determine the proportion of their current allocation that is already related to biodiversity, sustainable blue economy or regenerative agriculture.
In addition, all asset owners should formulate their investment-related long-term plans, target markets and topics, but also problems and challenges.

 

1. Asset allocation analysis: Status Quo of how much biodiversity in the portfolio = courage/visibility
2. Investment targets: What do we plan /want (asset classes + volume)         = confidence/future
3. What expectations do we have: of the event / of the result / of our role      =curiosity/action

Welcome Dinner: Villa Bonn
Dinner speech: Speaker from European Central Bank (TBC)

LocationVilla Bonn

 

Day 1 – Setting the stage

 

Objective: Establish the basis and preconditions for investment opportunities and emerging investable models for the conservation, restoration and regeneration of Earth’s biomes. The results of the core topics and prerequisite conditions inform the workshops on Day 2.

 

Agenda

 

8:30 h | Arrival & Registration (Breakfast & coffee)

 

9:00 h | Welcome: Antje Biber (FERI) & Martin Roth (ASIP) -  Initiators

  • Greetings: European Commission video speech
  • Green Deal & Mobilisation of private capital

 

9:15 h | Keynote: Vice President European Investment Bank

  • The importance of collaboration between private capital/the financial sector and the European institutions to align capital with the objectives of the EU Green Deal, climate change and biodiversity protection.

 

9:35 h | Keynote: Large Pension Fund CEO 

  • The role of asset owners in the implementation and transformation of ecosystem solutions and their positive impact on climate & biodiversity.

 

10:00 h | Dialog of Global Asset Owners Position in Biodiversity

  • Current position of global asset owners: Pensionfund strategy to ecosysems & biodiversity: Action, responsibility, collaboration
  • Austria (VBV Pensionfund Austria)
  • USA (TIIS Teachers Pensionfund US)
  • Germany (Allianz SE)

 

10:40 h | Break

 

11:00 h | Drivers and challenges of investing in Biodiversity

  • Capital markets, regulation and standards (impulse presentation)
  • Role of Banks and capital markets (EIB, tbd.)
  • PF Self regulation initiative Switzerland (ASIP, Martin Roth, CEO Manor PK)
  • How to measure Biodiversity (FERI, Antje Biber)

 

11:45 h | Preparation of Design Thinking Session in the afternoon -  Explanation (Antje)

  • Based on the Table Cards result,  groups of 20 will be formed (prepared Stickers).
  • The Goal and the content of the Design thinking session will be explained in the afternoon.

 

12:00 h | Lunch

 

13:30 h | Intro- Film (Biodiversity – Ocean & Soil)

  • BlueInvest and the blue dimension of the EU Green Deal
  • Claus Schultze, Senior Policy Office EC, DG Mare
  • Daniela Cedola, PWC
  • EU’s multifaceted approach and set-up towards oceans and the ocean economy: The BlueInvest initiative, its services and key achievements.

 

14:15 h | Design thinking sessions

  • Objective: “Biodiversity Investment Framework”
  • All Asset owners will receive questions in advance as “homework”
  • The homework is used for individual preparation for the topic. For example, investors are asked to determine the proportion of their current allocation that is already related to biodiversity, sustainable blue economy or regenerative agriculture.
    In addition, all asset owners should formulate their investment-related long-term plans, target markets and topics, but also problems and challenges.
  • In this session, the results of the "homework" will be collected and structured. The requirements, prerequisites and questions will be discussed in order to prepare the workshop groups on the second day. The goal is to create a structured framework with key parameters for investing in biodiversity.

 

16:00 h | Presentation of results and workshops topics

 

19:00 h | Biodiversity Dinner (+ special location and nature experience)

Location: Villa Bonn

 

Day 2 – Action Day

 

Objective: Actively work in thematic workshops on concerted investment solution strategies and conditions to create a joint action plan for the next steps of implementation.

 

Agenda

 

9:00 h | Opening speech: SOIL, ECONOMY & ECOLOGY

  • Daniela Ibarra-Howell, CEO The Savory Institute
  • Erik Bruun Bindslev, Director Savory Foundation & Partner, Regenerate AM

 

9:30 h | Keynote: "The time is now: COP15 30/30 & UN High Seas treaty

  • What does the new global objectives mean to investors and economy?
  • UNEPFI & UN Global Compact & Ocean Stewardship Coalition

 

10:00 h | Panel: Investment Opportunities Sustainable Blue Economy & Regenerative Agriculture

  • Ocean and Soil Foundations & Investment Managers
  • Reg.Agri - RESA
  • Blue Marine Foundation
  • Monaco Ocean Foundation
  • MEAG, Investing in Agri/Forest

 

12:00 h | Lunch (Outside)

 

11:00 h | Action Day  Workshop Sessions

The workshop session is the core activity of this event. In collaborative exchange and constructive cooperation all attendees should jointly work on concrete investment solutions suitable for asset owners: 

  • How could the solutions look like? (asset class related)
  • What are the possible investment instruments?
  • What is needed and which parameter and preconditions have to be fulfilled?
  • How can a pooling of asset owners be achieved ? (Collaborating, joint products etc.)

Content Partner are the attending institutions and solutions provides:

  • DG Mare / Blue Invest
  • DG Agri
  • DG Environment
  • UN Global Compact
  • Selected asset managers
  • Selected solution providers

 

14:00 h | Presentation of results

  • Plenary session to present the first outcomes of the workshop sessions by the “speakers” of the workshop groups.
  • Formulated in a “Biodiversity Investment Action Plan” structure.

 

16:00 h | Final address

  • Biodiversity Investor – (Pension fund) – tbd.
  • Closing Remark / Action Plan & Investment thesis presented by Martin & Antje

 

16:30 h | End  - Apéro

Why this is different?

  • The main audience will be international Asset Owners, deliberately NOT Asset Managers.
  • The rest of the group will be carefully curated. These will be members of the Biodiversity Investment Value Chain, who all are professionals and will help finding solutions.
  • All attendees are asked to collaborate and actually work on the roadmap to real investment solutions

Not another ESG Event!

All attendees will receive “Homework” in advance

The homework is used for individual preparation for the topic. For example, investors are asked to determine the proportion of their current allocation that is already related to biodiversity, sustainable blue economy or regenerative agriculture. In addition, all asset owners should formulate their investment-related long-term plans, target markets and topics, but also problems and challenges.

This preparation is than used to formulate to requirement guidelines for the workshops on day 2.

Background: Why is a meeting of asset owners necessary for biodiversity solutions?

Global initiatives such as the "30x30" target to protect 30% of the planet nature by 2030, launched by the Kunming and Montreal Global Biodiversity Framework at COP15, as well as the EU Nature Conservation law of 2023 are giving new impetus to the issue of biodiversity. While the legal and political environment in Europe is clearly targeting this direction, the necessary measures that need to be implemented at an operational level are capital intensive. This will provide new attractive investment opportunities in a variety of asset classes and vehicles for global asset owners. 

Collaboration and action are thus essential.

The 1. Global Asset Owner Meeting from June 4.- 6. June 2024 in Frankfurt has the unique advantage of creating the enabling environment for cooperation. The organizing consortium consists of key players on the asset owner side, while providing the political backing and institutions to implement scalable investment solutions for biodiversity. The two-day meeting with dialogs and workshops will bring together high-level representatives and decision makers of global asset owners such as pension funds, sovereign wealth funds, insurance companies, financial institutions as well as large private investors and family offices together with industry and other members of the financial value chain. This event will be the first global meeting and working session on biodiversity where international asset owners can collaborate and find solutions for investing in biodiversity!

The aim of the summit is to develop concrete solutions and a framework that identify tangible actions and requirements to channel capital into biodiversity supporting activities.

Inviting Consortium

Please click on the tabs to learn more about the organizations.

The Swiss Pension Fund Association ASIP, headquartered in Zurich, is the umbrella organization for over 900 pension funds. Through its members, it represents around two-thirds of the insured in occupational pension plans and pension assets of around CHF 650 billion.

The ASIP aims to maintain and promote occupational pension provision based on social partnership, on a liberal and decentralized basis, and is committed to the three-pillar concept with a balanced weighting. It positions itself as a contact partner for all players in the field of occupational pensions. The exponents of our association represent the interests of pension funds in various bodies as well as vis-à-vis politicians and the public. 

The German Federal Initiative Impact Investing (Bundesinitiative Impact Investing) serves as the central platform for impact investing in Germany, embodying the vision of fostering regenerative investments and economic activities that uphold both ecological boundaries and social standards. We perceive impact investing as a pivotal instrument in realizing this vision, thus actively advocating for a significant reallocation and mobilization of capital towards impact investing. Headquartered in Berlin, our non-profit association boasts an active membership exceeding 110 individuals. Collaboratively, we engage across four key domains: thematic working groups, regional chapters, specific projects, and overarching themes—namely awareness and attitudes, knowledge and competences, alliances and networks, as well as frameworks.

Employing thorough analyses of the impact investing landscape, we cultivate transparency and offer valuable guidance to impact investors. Notably, our efforts have led to the publication of two market studies in 2020 and 2022, delving into the German impact investing milieu, alongside a collection of position papers and discussion pieces. Further information is available at: https://bundesinitiative-impact-investing.de/.

UK marine conservation charity Blue Marine Foundation sets to address one of the world’s largest environmental problems – that of overfishing. Formed in 2010 by some of the team behind the award-winning documentary film ‘The End of the Line’, Blue Marine aims to restore the ocean to health by creating marine reserves, restoring vital habitats, and establishing models of sustainable fishing. Its mission is to see 30 per cent of the world’s ocean under effective protection by 2030 and the other 70 per cent responsibly managed.

BlueInvest is a European Commission flagship initiative, enabled by the European Maritime and Fisheries Fund, that aims to improve access to finance and investment readiness for start-ups, early-stage businesses and SMEs active in the blue economy. Its features an online community, investment readiness assistance for companies, pitching and matchmaking events, a knowledge centre, and a project pipeline. It also offers a dedicated capacity building track for investors guiding them to specialise their investment strategies into the blue economy and fuel the transition to impact investment. BlueInvest is underpinned by a EUR 500 Million dedicated risk-sharing financial instrument under InvestEU managed by the European Investment Fund.

The FERI Cognitive Finance Institute, founded in 2016, forms an important pillar of FERI's general research work with numerous studies and scientific papers. At the FERI Institute, the topic of sustainability is researched on several levels in a systematic, interdisciplinary and future-oriented manner. By publishing and publicly communicating relevant research results, the FERI Institute actively promotes an increased public awareness of important topics. The most recent studies, which were conducted in cooperation with renowned research partners, deal with the following topics: 

  • Sustainable Blue Economy - Transformation, Value and  the Potential of marine Ecosystems 
  • Wasserstoff als Energiequelle der Zukunft - Grundlagen, Konzepte und mögliche Anwendungsbereiche
  • Future Trend "Alternative Food"
  • Alternative Mobility - Challenges and Perspectives for Environment and Automotive Industry
  • Impact Investing: Concepts, Areas of Tension and Future Perspectives - An Orientation for Private and Institutional Investors 

For more information please refer to: https://www.feri-institut.de/en

Biodiversity @ FERI Cognitive Finance Institute

One of the most pressing problems of our times is the massive and rapid loss of biodiversity on our planet. Biodiversity is a fundamental factor of human existence: people and also the economy depend heavily on the services of a diverse nature – it is estimated that this applies to more than $44 trillion in value added (around half of the world's economic output). 

However, awareness of the biodiversity crisis is still in its infancy and not enough is being done to bring this loss to a halt. In order to broaden the understanding of the importance of biodiversity (and what can be done to save it), the FERI Cognitive Finance Institute is currently conducting a broad study on biodiversity in collaboration with the Senckenberg Institute.

The findings - including what investors can do to direct their investments towards ensuring biodiversity and generating attractive returns at the same time - will be published in 2024.

Founded in 2006 by HSH Prince Albert II of Monaco, the Foundation is a global non-profit organisation committed to progressing planetary health for current and future generations by co-creating initiatives and supporting hundreds of projects across the world.
 
Since it was established, the Prince Albert II of Monaco Foundation has already granted over 101 million euros to support more than 760 projects aimed at combating the effects of climate change, promoting renewable energies, protecting the ocean, preserving marine and terrestrial biodiversity, and fostering sustainable management of water resources. It focuses its action primarily on the Mediterranean region, the polar regions and the least developed countries.
 
Active globally, the Prince Albert II of Monaco Foundation brings together scientists, world leaders, NGOs, philanthropists, economic and civil society stakeholders, and communities most at risk behind a vital objective for our future – protecting the ocean and the land.

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FERI AG

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


61348 Bad Homburg
Rathausplatz 8-10

Kontaktformular
Bitte akzeptieren Sie die Marketing-Cookies hier, um das Formular zu sehen.
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