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 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.
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 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 – 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.
Set this page to:
CONTACT
Telephone
Contact
FERI AG

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


Rathausplatz 8-10
D-61348 Bad Homburg

Contact form
Please accept the marketing cookies here to show the form.
Telephone CONTACT
Contact CONTACT
Login
Languages
FERI AG

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


D-61348 Bad Homburg
Rathausplatz 8-10

Contact form
Please accept the marketing cookies here to show the form.
Set this page to:

Sustainable Blue Economy: Investing for a sustainable ocean economy

Bad Homburg, 8/24/2022
by FERI Cognitive Finance Institute
  • FERI Institut, GEOMAR and FRAUNHOFER with joint study on the Blue Economy
  • Functioning marine ecosystems crucial for the global climate
  • Diverse investment opportunities through innovative maritime solutions

Protecting the oceans and building a diverse, resilient and environmentally sustainable marine economy are the focus of the Sustainable Blue Economy. The FERI Cognitive Finance Institute, together with the GEOMAR Helmholtz Centre for Ocean Research Kiel and the FRAUNHOFER Institute for Computer Graphics Research IGD, has now summarized the most important strategies for a sustainable economic use of the world's oceans. The study, entitled "Sustainable Blue Economy - Transformation, Value and Potential of Marine Economic and Ecosystems," presents current scientific findings and highlights potential areas of investment and innovative technologies that could revolutionize shipping, marine infrastructure, marine renewable energy generation, and marine and coastal protection. "In the context of an innovative 'Sustainable Blue Economy', new approaches for a more sustainable and at the same time more efficient use of natural marine resources are currently developing with great momentum. Professional investors should specifically seize the strategic opportunities that accompany these changes," says Dr. Heinz-Werner Rapp, founder and director of the FERI Cognitive Finance Institute.

The ocean as a driver of the global climate system

One of the key findings of today's research, he said, is that the ocean plays an essential role in the global energy and carbon cycle. The marine ecosystem makes an important contribution to food security, ocean currents control planetary heat exchange, and the ocean absorbs 90 percent of global warming and 30 percent of all greenhouse gases, he said. "The ocean is the largest influencer and driver of the global climate system. Through interactions between air and water, it directly influences weather and climate in our atmosphere. A balanced marine ecology is the basic prerequisite for life on Earth and the basis for many ecosystem services for the benefit of humanity," explains Prof. Dr. Martin Visbeck, head of the Physical Oceanography research unit at GEOMAR Helmholtz Centre for Ocean Research Kiel and co-author of the study.

Technological innovations in the service of sustainability

According to experts, artificial intelligence, big data, blockchain and complex digital platforms are likely to make an important contribution to the environmentally compatible transformation of ocean shipping and marine infrastructure in the future. Possible applications include monitoring ship routes, analyzing wind and wave strengths, and tracking schools of fish. Digitalized ports, such as the 100 percent electric Yangshan Deepwater Port in Shanghai, are also examples of attractive marine investment projects of the future, he said. "Digitization and the use of digital technologies within the maritime industry offer enormous scaling potential in both economic and environmental terms," explains Dr. Steffen Knodt, head of Sustainable Ocean Business, Fraunhofer Institute IGD, and co-author of the study.

Diverse investment opportunities

For the transformation to a sustainable ocean economy to succeed, the Sustainable Blue Economy must be promoted much more strongly. In the future, the focus must be more on economic activities based on the circular economy, cooperation, resilience, opportunities and positive interdependence. A key role in this, he said, is played by the global finance industry. Long-term financing of large ocean-based infrastructure projects and massive structural changes in fisheries and marine logistics required economic incentives and new regulatory foundations for investors, he said. The Sustainable Blue Economy Finance Principles developed in 2021 already provide a global framework for banks, insurers and asset managers to do this, he said. "Ocean-based infrastructure projects that meet both the long-term return expectations and risk profile of large institutional investors, such as those in alternative energy generation, offer particular opportunities in this regard," he said. The debt financing of these infrastructure projects can be covered by blue bonds, which enable structured and highly targeted impact investment due to their transparent project focus," said Antje Biber, head of SDG Office, FERI AG.


The study "Sustainable Blue Economy - Transformation, Value and Potential of Marine Economic and Ecosystems" can be found in the download area.


About FERI Cognitive Finance Institute

FERI Cognitive Finance Institute is the strategic research centre and creative think tank of the FERI Group, with a clear focus on innovative analysis and method development for long-term aspects of economic and capital market research. The institute uses the latest findings from areas such as behavioural economics, complexity theory and cognitive science.

The FERI Cognitive Finance Institute is backed by an experienced team with an interdisciplinary background, many years of research practice and specific expertise. In addition, it has access to a top-class network of external experts from science and academic think tanks.

The Institute was founded in 2016 by Dr. Heinz-Werner Rapp. Rapp studied economics at the University of Mannheim and received his doctorate on psychologically influenced investor behaviour ("Behavioral Finance"). He has worked on alternative capital market models for many years and has developed key principles of the "Cognitive Finance" theory.

FERI has operated as an independent investment house since 1987, with a focus on investment research, investment management and investment consulting. The name FERI stands for "Financial & Economic Research International".



Media relations contact

Marcel Renné

Chairman of the Board & CEO

Rathausplatz 8-10

D-61348 Bad Homburg