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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It is all a question of perspective.

We are heading into a complex future, not only in the capital markets. Our independent investment research provides us with effective orientation. We conduct comprehensive analyses and look at future trends from a wide variety of angles. This enables us to offer attractive new investment opportunities for our clients as they arise.

Investment Research

The Investment Research division is the foundation for the entire FERI Group and serves as the central competence centre for all financial market and investment-related topics. The division produces comprehensive macroeconomic forecasts, interdisciplinary analyses of financial markets, professional asset class assessments, quantitative asset allocation models and complex portfolio and risk management scenarios.

This unique combination of fundamental research and innovative capital market analysis has formed the central basis for FERI’s investment strategy for more than 30 years.

The content and results of the investment research are an integral part of numerous FERI services, but are also available to private and institutional investors on request.

Asset Allocation – Market analyses

The asset allocation division continuously analyses the international capital markets and financial flows on the basis of global market and macro data. Using proprietary models, the asset allocation team generates comprehensive, multidimensional situation and forecast images for the relevant investment environment. These serve as the basis for differentiated investment scenarios, which are continuously updated and actively developed. In a multi-stage process, concrete investment strategies are developed, both for clients and for FERI’s internal investment processes.

Economics – Economic analyses

Our economic research is based on more than one million time series of economic data. Using this data, FERI produces detailed economic, interest rate and currency forecasts for 60 countries with at least quarterly updates. The long-term macroeconomic forecasts with a time horizon of at least 2030 also reflect structural changes.

Your contact person

Dr. Wolfgang Baums

Divisional Director

Investment Office

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Dr. Wolfgang Baums
Divisional Director
Investment Office

T +49 (0) 6172 916-3071
wolfgang.baums@feri.de

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Baums Wolfgang
Divisional Director
Investment Office

+49 (0) 6172 916-3071
wolfgang.baums@feri.de

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