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.
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D-61348 Bad Homburg

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FERI AG

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


D-61348 Bad Homburg
Rathausplatz 8-10

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Focus on biodiversity as an investment: international consortium develops action plan

Bad Homburg, 6/10/2024
by FERI
  • First Global Asset Owner Meeting on the protection of ecosystems
  • FERI plays a key role in developing the action plan for the high-profile international conference
  • Biodiversity benefits as an investment case

Investment strategies and effective solutions to protect biodiversity were the focus of the first Global Asset Owner Meeting. The meeting was organized by a consortium of which FERI is a member. High-ranking representatives of international asset owners came together in Frankfurt to develop a “Biodiversity for Investors” action plan. “Our common mission is to create a framework for the implementation of biodiversity investments that help protect and restore ocean and land ecosystems,” emphasized Antje Biber, Head of FERI SDG Office and largely responsible for the organization of the summit. "The Global Asset Owner Meeting is not just another ESG event. Only international investors and selected specialists in the field of biodiversity investments are invited. The Chatham Rules also apply. This encourages an open exchange and enables participants to learn from each other and develop solutions together in a private atmosphere."

Biodiversity provides over 50% of global economic output and human livelihoods. 60% of CO2 emissions are absorbed by marine or terrestrial ecosystems, 50% of oxygen is produced by the ocean. 75% of crops depend on pollination by insects. In addition, nature provides a substantial source of important medicines. However, of the eight million species worldwide, over 25% are threatened with extinction due to climate change. “Biodiversity is an economic necessity,” says Marcel Lähn, Chief Investment Officer at FERI. “I am therefore delighted that with the Global Asset Owner Meeting, together with our consortium partners, we have created a platform that enables international cooperation to promote biodiversity.”

Attractive investment opportunities for international investors

The Global Asset Owner Meeting supports global initiatives such as the “30x30” target to protect 30% of the planet's nature by 2030 or the EU Nature Conservation Act of 2023. The measures that need to be implemented at an operational level to support biodiversity are capital-intensive. This creates new attractive investment opportunities in a variety of asset classes and vehicles for global investors. "The need for investment is great. For us asset owners, it has become clear that there are already a large number of investment opportunities that simultaneously fulfill the topic of biodiversity and our economic requirements. We now need to develop and implement these together,” says Martin Roth, President of ASIP Swiss Pension Fund Association and co-organizer of the Global Asset Owner Meeting.

The two-day meeting brought together over 80 decision-makers from around the world. Global asset managers such as pension funds, sovereign wealth funds, insurance companies, financial institutions as well as large private investors and family offices shared valuable insights and best practices and developed concrete measures and frameworks aimed at channeling capital into biodiversity-enhancing projects. The event provided a platform for knowledge sharing and collaboration to develop sustainable solutions that support both economic and environmental goals. “The action plan developed is a first milestone on the basis of which the compatibility of economic objectives of investments and the protection of biodiversity is firmly anchored and which also serves as a guideline for the already announced continuation of the event,” summarizes Dr. Marcel Lähn, who also gave the opening speech.

High-caliber inviting consortium

The consortium is made up of leading international players on the institutional investor side and is supported by political decision-makers and institutions. In addition to FERI and the FERI Cognitive Finance Institute, the organizers include the Swiss Pension Fund Association ASIP, the Federal Initiative for Impact Investing, the Blue Marine Foundation, the European Commission and the Prince Albert II of Monaco Foundation.


About FERI

The FERI Group, headquartered in Bad Homburg, Germany, was founded in 1987 and has developed into one of the leading multi-asset investment houses in the German-speaking region. FERI offers tailor-made solutions for institutional investors, family assets and foundations in the business areas:

Founded in 2016, the FERI Cognitive Finance Institute acts as a strategic research center and creative think tank within the FERI Group, with a clear focus on innovative analyses and method development for long-term aspects of economic and capital market research.

Together with MLP, FERI currently manages assets of approx. €59 billion, including around €18 billion in alternative investments. In addition to its headquarters in Bad Homburg, the FERI Group has offices in Düsseldorf, Hamburg, Munich, Luxembourg, Vienna and Zurich.



Media relations contact

Marcel Renné

Chairman of the Board & CEO

Rathausplatz 8-10

D-61348 Bad Homburg