SDG Office
Unsere FERI Nachhaltigkeits-Philosophie
At FERI, sustainability is not only a principle – it is the very definition of responsible, future-proof investing. We support the United Nations Sustainable Development Goals (UN SDGs) by systematically investing in companies that prioritize social responsibility and embrace sustainable values. As well as protecting natural resources and promoting social cohesion, these businesses also generate steady, attractive returns over the long term.
FERI SDG Office – Strategic Sustainability Management
Founded in 2019, the FERI SDG Office is a center of expertise for sustainable investment solutions. Our goal is to develop individual strategies that combine strong investment performance with environmental responsibility and social values. Taking a holistic approach, we design future-proof investment solutions that systematically incorporate sustainability into the investment process.
Capital
Champion | 5 stars for FERI’s ESG offering
The business magazine Capital has again awarded FERI a top score of five stars as the best independent asset manager in the field of sustainability. Among the 24 banks and asset managers assessed, FERI achieved an outstanding result of 94.6 out of a possible 100 points. Capital evaluated companies’ portfolio quality, product transparency and ESG.
FUCHS | RICHTER
“Grandmaster” status
In the 2025 sustainability rating by FUCHS / RICHTER, FERI was the best German provider, scoring 92 out of a possible 100 points, and was awarded “Grandmaster” status. The rating particularly recognized our social engagement and our independent product and sustainability analysis.
Sustainability at FERI – An Integrated Investment Approach
The United Nations Sustainable Development Goals (SDGs) and the ESG (environmental, social and governance) criteria form the basis for our constructive, joined-up approach to sustainability. Sustainability factors are fully integrated into our investment decisions, which target steady financial performance and long-term value.
Clear environmental and social criteria make for responsible, future-proof investing. Meticulous ESG and SDG analyses, along with transparent sustainability reporting, help ensure that our investment solutions are both financially attractive and truly sustainable.
In the SDG Office, we use our own specially developed databases and powerful computer systems to measure and verify sustainability. Proprietary systems such as the FERI Sustainability Engine (SUSEN) provide us with a precise picture for evaluating investments – including in private markets – and create a transparent basis for decision making.
We always know exactly where our data has come from and how it was calculated. That allows us to make a fully informed assessment of how investments will impact society and the environment – a valuable edge when it comes to analyzing opportunities and taking future-proof investment decisions.
FERI Sustainability Policy: Clear Guidelines for Sustainable Investments
The FERI sustainability policy contains our principles and guidelines for responsible, future-proof investing. It provides a dependable framework for integrating these sustainability factors into our investment processes and consulting.
Actively addressing sustainability risks
We systematically incorporate environmental, social and governance factors, including physical and transition climate risks, into our sustainable investment decisions and our advice for clients with sustainability preferences.
Transparently meeting regulatory requirements
We provide full transparency, disclosing all relevant sustainability information in a clear and compliant format. This allows an objective assessment of our sustainability strategy and practices.
Aligning remuneration policy with sustainability risks
We ensure that our remuneration structure does not encourage excessive sustainability risks and that it aligns with our Group-wide sustainability strategy.
Focusing on the SDGs
The United Nations Sustainable Development Goals are our compass for integrating sustainability into our investment and advice.
With our policy, we ensure that sustainability is not just an ambition but part and parcel of our investment practice.
Our Mutual Funds – Benefit from FERI’s Sustainability Expertise
The FERI Sustainable Quality fund invests in carefully selected quality stocks with a focus on Europe and North America, aiming to generate long-term capital growth and steady returns. We put every stock through a comprehensive ESG analysis and use our own scoring system to select equities, ensuring a rigorous focus on sustainability. A structured investment process makes for a responsible and forward-looking portfolio.
Portfolio management invests chiefly in companies that meet environmental and social standards and adhere to responsible governance principles. A strategic allocation focusing on equities and fixed income is chosen based on FERI’s independent capital market research. Sustainability criteria, expected returns and risks are carefully weighed up and aligned with the investment strategy.
Analyzing Sustainability with Vision
The FERI Cognitive Finance Institute is the FERI Group’s independent think tank and specializes in analyzing long-term economic and social developments – including in the area of sustainability.
With its proprietary “cognitive finance” methodology, the institute provides deep insights into sustainability-related topics. This helps us understand where global megatrends are heading and creates a valuable basis for future-oriented investment strategies.
Responsibility with Impact
With our sustainability commitment, we actively contribute to sustainable environmental, social and economic development far beyond our core business.
Our focus is on five key UN Sustainable Development Goals (SDGs): quality education (SDG 4), gender equality (SDG 5), clean energy (SDG 7), decent work (SDG 8) and climate action (SDG 13).
With this commitment, we champion sustainable structures, embrace social responsibility and achieve long-term positive impacts for the environment and economy.
Since 2014, FERI has been a signatory of the UN PRI, thereby committing to corporate responsibility that goes beyond regulatory requirements. The Principles provide a binding framework for systematically integrating sustainability into our thinking and actions.
Contact us to learn more about how we can shape your portfolio for the future together.
