About us Newsroom Career Sustainability GERMANY | EN Login

Investment Management Investment Consulting Investment Research Investment Solutions Institute

Institutional Asset Management Private Wealth Management

Alternative Investments Risk Management

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 18 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 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.

Family Office Institutional Consulting

Strategic Asset Planning

Asset Liability Management Advice on Sustainability and SDG Comprehensive Support Cost Check Manager Check Portfolio Check Risk Management Risk Sheet

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 250 employees in all areas of the investment process, we create significant added value for our clients through our range of consulting services.

Asset Allocation Economics

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.

German

Switzerland Luxembourg FERI Institut

myFERI/360 Economics Portal FERI AIF Portal

Investment Management

Institutional Asset Management

Alternative Investments Risk Management

Private Wealth Management

Alternative Investments Risk Management

Investment Consulting

Family Office

Strategic Asset Planning

Institutional Consulting

Asset Liability Management Advice on Sustainability and SDG Comprehensive Support Cost Check Manager Check Portfolio Check Risk Management Risk Sheet

Investment Research

Asset Allocation

Economics

Investment Solutions

Institute

About us Newsroom Career Sustainability GERMANY | EN Login Switzerland Luxembourg FERI Institut

FERI AG

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

Rathausplatz 8-10
D-61348 Bad Homburg

Please accept the marketing cookies here to show the form.

CONTACT

Languages

FERI AG

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

D-61348 Bad Homburg
Rathausplatz 8-10

Please accept the marketing cookies here to show the form.

myFERI/360 Economics Portal FERI AIF Portal

You will be forwarded to the corresponding portals and have the opportunity to log in there.

German

Switzerland Luxembourg FERI Institut

Impact Investing: Concepts, Areas of Conflict and Future Perspectives - An Orientation for Private and Institutional Investors

Bad Homburg, 2/6/2019

The concept of impact investing is increasingly in the focus of strategic investors. Impact investing aims to generate positive social or ecological effects in addition to financial returns.

However, key questions remain unanswered: How does impact investing differ from traditional and other sustainable investments and from purely charitable activities? What social or environmental impacts are socially desirable? And how can they be measured?

Note: The analysis is only available in German.

You can find the short version in the download area. You can order the long version of the study free of charge below.

First Name *

Last Name *

Email *

Company / Institution

Title of Publication *

Areas of Interest

Money

Economy

Nature

Politics

Society

Technology

I have read and agree to the privacy policy (see below). *

reCaptcha *

Please accept the marketing cookies here so that we can receive your message.

Media relations contact

Marcel Renné

Chairman of the Board & CEO

presse@feri.de

Rathausplatz 8-10

D-61348 Bad Homburg

Downloads

Kurzversion: Impact Investing: Konzept, Spannungsfelder und Zukunftspersepektiven (1.4 MB)