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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1st Global Asset Owner Meeting on Biodiversity... a resounding success

The "biodiversity advantage" - future business solutions and investment opportunities with nature

This was the theme of the first global meeting of institutional and private investors on the topic of biodiversity.

The 1st Global Asset Owner Meeting (GAOM) was organized under our leadership by Martin Roth, President of the Swiss Pension Fund Association ASIP, in collaboration with a top-class Inviting Consortium, which included the BII - Bundesinitiative Impact Investing, the Blue Marine Foundation, the European Commission (DG Mare - Blue Invest & DG Environment) and the Prince Albert II of Monaco Foundation. 

2.5 days of high-caliber presentations, panel discussions and interactive workshops that brought together biodiversity experts and more than 80 international asset owners.

A new platform to learn from each other, work together on solutions and align investment strategies with the urgent need to preserve and restore our planet with the aim of developing an action plan.

Here we would like to provide you with the most important information about the event.

Why is biodiversity so important? - The background and the study

💡 More than 50 % of the world's economic services and human livelihoods are supported by biodiversity and ecosystem services.

🐝 The link between biodiversity and food security is fundamental: over 75% of our crops depend on pollination.

🌱 Biodiversity has a major impact on our climate: marine and terrestrial ecosystems bind 60 % of our carbon emissions, while the ocean provides 50 % of our oxygen.

💊 Nature offers an important source of remedies: 50% of the medicines approved in the last 30 years come directly or indirectly from natural products. 

🚨 Climate change is becoming one of the most important factors in the loss of biodiversity. It is exacerbated by agricultural land use and degradation, overexploitation and pollution.

⌛️ There are around 8 million species on earth (not including 2 billion bacteria), of which at least 25% or even more are threatened with extinction.

✅ But there is hope!

📣 There are already many inspiring and promising initiatives that need to be promoted.

The new FERI Cognitive Finance Institute study "The Biodiversity Advantage" provides the overall content:

Next Steps GAOM

We are currently developing an "Asset Owner Action Plan" based on the results of the meeting. All participants are encouraged to share the findings from the event and, in a second step, the action plan within their network. 

 

Next Steps FERI

We are working on making the topic of biodiversity investable. To this end, we are currently working with the portfolio management team to develop a green bond portfolio on the liquid side and an impact offering with a focus on nature on the private markets side. 

Following its great success, there will be another GAOM in 2025.
We are very much looking forward to the sequel!

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Feedback from the participants

“The inaugural Global Asset Owner Meeting on Biodiversity exceeded all expectations, fostering unique collaboration among international stakeholders to develop a new investment framework for biodiversity conservation. […] The groundbreaking commitments and strategies developed by global leaders to address the urgent need to protect and restore biodiversity are set out in the meeting's outcome, the Asset Owner Biodiversity Action Plan. Congratulations to launching such an important exchange, chapeaux!” 

“I wish to thank you so much for your invitation to this wonderful conference. It was simply amazing! The right people at the right place to discuss pressing issues where no other forum for that exists. I did appreciate the beautiful setting of Haus Bonn and lively evening dinner in beautiful vineyards.”

"These were really interesting, inspiring days with lots of important insights for me, great conversations and helpful contacts. Thank you all very much for this initiative and the invitation! We have already started an initiative among us participating family offices to exchange ideas and support each other on impact-relevant topics. I will also keep in touch with the other players in the field of regenerative agriculture and forestry - initial brief discussions in Frankfurt showed potential for support and cooperation. I am very interested in the financing initiatives of the Savory Institute Foundation - a previously missing link in this area. I am looking forward to the action plan resulting from these days."

"I wanted to congratulate you on convening & organising such an excellent event. The quality of the participants was first class, as was the agenda."

"You very skilfully managed to create the perfect atmosphere, ensuring a great energy and collaborative spirit bringing people together to discuss with real purpose such a vital topic. I think you have now built a great foundation to build on and create a world class network of asset owners to drive the necessary change needed to channel institutional capital into nature & biodiversity investing."

"What an international presence, what a network [...], great speakers, a good atmosphere and an open exchange. Since I didn't know much about biodiversity before, I learned a lot, especially about the great importance of the oceans, which I simply didn't realize."

A big thanks to the FERI team!

We would like to thank you all for your fantastic support. 

A special mention to Merle and Florian, without whom this event would definitely not have run as smoothly as it did. Their organisational skills and their dedication both before and during the event have been sensational. We are very fortunate to have such great team members and working students.

Naturally, I would also like to thank the colleagues who provided technical, content and facilitation support:

  • Hanna was on permanent duty.
  • Heike just jumped in to help out as general moderator (- thank you for letting me ruin your weekend!!)
  • Nicole was also directly hired as a moderator.
  • Sascha and Marius handled the technology flawlessly and super relaxed. All the presenters were impressed by the perfection!
    Needless to say, diligent and flexible hands are essential as well.
  • Huge thanks to Andy and Steffi for the organisation of the flowers and materials. They really did their magic! The flowers were really appreciated - they looked beautiful. And thank you for making the lanyards work (I still don't know how you did that).
  • Thanks also to the whole of the SDG office, to Merea, Nicklas and Carlo - your active support on the ground was so important.
  • Thanks to the Private Markets team for the great preparation and your participation as experts!
  • A big thank you to Steffi, who did such a great job with the press and communication.
  • ...And last but not least Maren and the marketing team for organizing the website, the locations and the beautiful roll-ups. Villa Bonn is the most beautiful and fantastic location there is.

Thanks to all of you!

Event details

The most important features of the event (click here for the agenda)

  • It is not another ESG conference, but a working meeting (focus on active exchange and collaboration)
  • Only asset owners (and their fiduciary managers) were invited - CEO, CIO, CSO and investment decision-maker level
  • It was the first international meeting of private investors with institutional investors
  • The meeting was subject to the Chatham House Rules (high confidentiality, no press, no public)
  • Only a maximum of 90 international decision-makers were invited, who worked together in working groups to develop solutions

 

Event preparation 

Two weeks before the event, a "homework assignment" was sent out in which the asset owners were asked to answer three questions and read the new FCFI study in preparation.

  1. Analysis of the status quo of the portfolio: "How much biodiversity is in your portfolio?" 
    The question was intentionally left open to determine the level of knowledge and implementation among investors. (Do they have KPIs, specific thematic investments, monitoring systems, etc.)
  2. Investment objectives: What do you plan to invest in the next (1-5) years (asset classes + volume)?
    This question relates not only to biodiversity investments, but also to general long-term asset allocation planning. The aim was to get an overview of the global investment demand of asset owners (based on asset classes), as this determined the personal choice of the working group the next day.
  3. Expectation: What is your expectation of the event / of the outcome / of our role?

 

Impressions from the Villa Bonn (Frankfurt)

Podcasts on the topic of green bonds and biodiversity

Together with Marcus Burkert, we have recorded two podcasts for the Deutsche Aktuarvereinigung e.V. in the "DENK LAUT" series on the topics of "Green Bonds" and "Biodiversity". Here, members of the DAV Investment Committee regularly talk to experts about various topics relating to investment and the capital market.

 

If you are interested in the topic of regenerative agriculture,
we recommend the movie "Kiss the Ground" (available on Netflix).
You can also find the trailer on YouTube: 

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And if you want to find out more about the state of our oceans,
you can find more information here: 

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FERI AG

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


Rathausplatz 8-10
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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