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Volatility: A fixed component of our multi-asset management.

Volatility is an important asset class. The volatility funds in the Flex fund family are an integral part of our multi-asset asset management. They exploit an attractive source of returns outside of traditional bond and equity investments and make a significant contribution to the stabilization and performance of portfolios.

Our Flex family: excellent originals with a long track record.

We have played a key role in shaping the concept of the option premium strategy since 2012 - and made it investable for institutional and private investors. Since then, our volatility funds have received numerous awards and regularly achieved top rankings.

Many years of experience and in-depth knowledge: Our key to success.

With the launch of OptoFlex over 10 years ago, we laid the foundation for our successful volatility strategies. Our Flex family consists of three funds: the OptoFlex, the US EquityFlex and the EuroEquityFlex. The volume of our volatility strategies is around 3 billion euros - and is managed by a team of 7 people who combine many years of experience in portfolio management, derivatives trading and risk management.

Our flex strategies at a glance:

The OptoFlex strategy combines a basic investment in the bond market with a systematic and forecast-free premium strategy in the US equity market to achieve an absolute return. By using exchange-traded options, the volatility risk premium is collected in a risk-reduced manner and, together with interest income, offers an attractive risk/return profile.

Fund information

The US EquityFlex strategy combines a passive investment in the S&P 500 with a systematic and forecast-free premium strategy in the US equity market. The volatility risk premium is collected in a risk-reduced manner via exchange-traded options. The US EquityFlex strategy aims to achieve long-term and effective outperformance of the US equity market.

Fund information

The EuroEquityFlex strategy combines a passive investment in the Euro Stoxx 50 with a systematic and forecast-free premium strategy in the European equity market. The volatility risk premium is collected in a risk-reduced manner via exchange-traded options. The EuroEquityFlex strategy aims to deliver a long-term and effective outperformance of the Euro Stoxx 50.

Fund information

Would you like to find out more about our volatility strategies?

Marcel Renné

Chairman of the Board

Institutional & Private Clients

+49 (0) 6172 916-3178

marcel.renne@feri.de

Haus am Park

Rathausplatz 8-10

D-61348 Bad Homburg

Carsten Hermann

Divisional Director

Asset Management

+49 (0) 6172 916-3115

carsten.hermann@feri.de

Haus am Park

Rathausplatz 8-10

D-61348 Bad Homburg

Jens T. Heß

Director

Institutional Clients

+49 (0) 6172 916-3063

jens.hess@feri.de

Haus am Park

Rathausplatz 8-10

D-61348 Bad Homburg

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„The DNA of our Flex strategies consists of highly qualified portfolio management, many years of expertise in quantitative investment concepts and a rules-based investment concept that offers our clients scalable processes and reduced trading costs.“

Dr. Marcel V. Lähn, Member of the Management Board & CIO FERI AG

(Out)Performance is key: systematically founded.

We see the numerous international awards that our Flex family receives year after year as confirmation of the success of the systemic approach and the outstanding work of the team responsible.

For example, OptoFlex has received several awards and was the winner of the UCITS Hedge Awards and HFM European Performance Awards in 2023.

„We are proud of every award. For us, awards are always an obligation not only to continue to perform well, but also to be pioneers in our industry.“
– Rico Höntschel, Head of Volatility Strategies & Digital Assets