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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Portfolio check

Background

The strategic orientation of the allocation determines the long-term profitability of the portfolio. FERI’s own estimate of the long-term profitability of individual asset classes is updated quarterly as part of an integrated process of collaboration between the teams in charge of consulting, economic Research and portfolio management. By evaluating the current portfolio in terms of expected returns and risks (e.g. volatility and value at risk), it is possible to check whether the current allocation still meets the requirements on yields and risk budget. FERI presents alternative portfolios that promise higher returns with the same risk or offer the similar opportunities for returns with at a lower risk.

Objectives

  • Assessment of the risk/return characteristics of the existing allocation
  • Proposals for reallocating the portfolio or for future investment priorities
  • Guidance on the necessary risk budget

Analysis

  • Analysis of the return and risk potential of the current asset allocation and comparison with the requirements (actuarial interest rate, risk budget, etc.)
  • Analysis of the effects of a variation in asset allocation with regard to expected returns and risks

Outcome 

  • Presentation of key figures of alternative, profitable portfolios
  • Proposals for restructuring and/or adding further asset classes
  • No direct inclusion of the liabilities side (no actuarial considerations/obligations), but reconciliation with actuarial interest rate where required

Example for portfolio check

  1. Calculation of portfolios with a better risk/return ratio
  2. Review of the possibility of achieving the target interest rate while minimizing the risk to be taken or determination of the maximum yield with the permissible risk budget
  3. Plausibility check of the results and aggregation of several possible target portfolios into strategic target ranges, possibly supplemented by tactical fluctuation ranges
  4. Presentation of the investment or reallocation requirements for each asset class
CONTACT
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Marcus Burkert
Divisional Director
Institutional Consulting

T +49 (0) 6172 916-3625
F +49 (0) 6172 916-9000
marcus.burkert@feri.de


Rathausplatz 8-10
D-61348 Bad Homburg
Haus am Park

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Telephone CONTACT
Contact CONTACT
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Burkert Marcus
Divisional Director
Institutional Consulting

+49 (0) 6172 916-3625
+49 (0) 6172 916-9000
marcus.burkert@feri.de


D-61348 Bad Homburg
Rathausplatz 8-10
Haus am Park

Contact form
Please accept the marketing cookies here to show the form.
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