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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.

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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

Simplicity is the key to progress.

Only when we at FERI systematically bring together all we know about different influencing factors can we develop a profound understanding of the markets. This enables us to make forward-looking decisions as the basis for a superior investment strategy.

Asset Allocation – the latest market developments at a glance

Comprehensive analyses as a decision-making basis for a superior investment strategy

We continuously analyse the international capital markets and financial flows on the basis of global market and macro data. Using proprietary models, we generate comprehensive, multidimensional situation and forecast images for the investment environment concerned. 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. The aim is to continuously provide optimal, quantitative and qualitative support for decision-making in relation to both strategic and tactical asset allocation issues.
On request, partial services or special applications are also available to external interested parties. Please do not hesitate to contact us.

FERI Markets Update

The current market situation provides important information for your investment decisions. In our FERI markets update we keep you informed on the relevant facts on a monthly basis. You can find the latest issue under "Latest FERI News".

Latest FERI News

Markets Update

Markets Update December 2024 - Capital markets 2025: Stronger fluctuations, but positive return expectations for the equity markets

Strong stock market year 2024 driven by US equities
High equity valuations weigh on future returns
Trump's second presidency a big unknown

Media Release

Annual outlook 2025: A strategy for diverging markets

Our Annual Outlook 2025 provides concise analyses of economic developments and opportunities in various asset classes.

Economics Update

Economics Update December 2024 - The crisis in the car industry: a fatal mix of management and political failure

German manufacturers are losing massive market share in China and around the world
Extreme dependence on Chinese suppliers of battery cells
Constructive cooperation between companies and politicians desirable

See all news