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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Volatility: A fixed component of our multi-asset management.

Volatility is an important asset class. The volatility funds in the Flex fund family are an integral part of our multi-asset asset management. They exploit an attractive source of returns outside of traditional bond and equity investments and make a significant contribution to the stabilization and performance of portfolios.

Our Flex family: excellent originals with a long track record.

We have played a key role in shaping the concept of the option premium strategy since 2012 - and made it investable for institutional and private investors. Since then, our volatility funds have received numerous awards and regularly achieved top rankings.

Many years of experience and in-depth knowledge: Our key to success.

With the launch of OptoFlex over 10 years ago, we laid the foundation for our successful volatility strategies. Our Flex family consists of three funds: the OptoFlex, the US EquityFlex and the EuroEquityFlex. The volume of our volatility strategies is around 3 billion euros - and is managed by a team of 7 people who combine many years of experience in portfolio management, derivatives trading and risk management.

       

Our flex strategies at a glance:

OptoFlex

The OptoFlex strategy combines a basic investment in the bond market with a systematic and forecast-free premium strategy in the US equity market to achieve an absolute return. By using exchange-traded options, the volatility risk premium is collected in a risk-reduced manner and, together with interest income, offers an attractive risk/return profile.

US EquityFlex

The US EquityFlex strategy combines a passive investment in the S&P 500 with a systematic and forecast-free premium strategy in the US equity market. The volatility risk premium is collected in a risk-reduced manner via exchange-traded options. The US EquityFlex strategy aims to achieve long-term and effective outperformance of the US equity market.

EuroEquityFlex

The EuroEquityFlex strategy combines a passive investment in the Euro Stoxx 50 with a systematic and forecast-free premium strategy in the European equity market. The volatility risk premium is collected in a risk-reduced manner via exchange-traded options. The EuroEquityFlex strategy aims to deliver a long-term and effective outperformance of the Euro Stoxx 50.

Would you like to find out more about our volatility strategies?

Marcel Renné

Chairman of the Board

Chief Executive Officer

+49 (0) 6172 916-3178

marcel.renne@feri.de

Haus am Park

Rathausplatz 8-10

D-61348 Bad Homburg

Carsten Hermann

Divisional Director

Asset Management

+49 (0) 6172 916-3115

carsten.hermann@feri.de

Haus am Park

Rathausplatz 8-10

D-61348 Bad Homburg

Jens T. Heß

Director

Institutional Clients

+49 (0) 6172 916-3063

jens.hess@feri.de

Haus am Park

Rathausplatz 8-10

D-61348 Bad Homburg

We will be happy to get in touch with you!

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„The DNA of our Flex strategies consists of highly qualified portfolio management, many years of expertise in quantitative investment concepts and a rules-based investment concept that offers our clients scalable processes and reduced trading costs.“

Dr. Marcel V. Lähn, Member of the Management Board & CIO FERI AG

(Out)Performance is key: systematically founded.

We see the numerous international awards that our Flex family receives year after year as confirmation of the success of the systemic approach and the outstanding work of the team responsible.

For example, OptoFlex has received several awards and was the winner of the UCITS Hedge Awards and HFM European Performance Awards in 2023.

„We are proud of every award. For us, awards are always an obligation not only to continue to perform well, but also to be pioneers in our industry.“
– Rico Höntschel, Head of Volatility Strategies & Digital Assets

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institutionell@feri.de

FERI AG
Rathausplatz 8-10
D-61348 Bad Homburg

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Team Institutionell

+49 (0) 6172 916-0
institutionell@feri.de

FERI AG
D-61348 Bad Homburg
Rathausplatz 8-10

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