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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

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About us Newsroom Career Sustainability GERMANY | EN Login Switzerland Luxembourg FERI Institut

The impact of your assets - in terms of a sustainable world.

We advise investors on the tailored design and optimization of their sustainability strategy in order to make effective long-term investments. The most important features here are individual values and wishes. Our goal is to make the desired impact realizable and investable in the long term with intelligent investment solutions.

Sustainable investing - what does it involve?

The impact of investment decisions on the environment and society is increasingly coming into focus - also in the financial industry. Thus, it is our clear goal to always act in the interest of nature and people when developing long-term beneficial investment solutions and appropriately aligned advisory services.

In our integrated, holistic approach to sustainability, we answer the question: "What impact does my money have?"
To do this, in addition to comprehensive analyses of sustainability factors and risks, we take into account future issues and opportunities as well as your personal risk-return profile. We can align and shape the sustainable impact of your portfolio over the long term by incorporating sustainability criteria (ESG) and sustainability goals (SDG).

Your goals - our responsibility

We see the strategic implementation of your sustainability goals, the analysis of future and investment opportunities, the active, risk-adjusted portfolio implementation and the ongoing monitoring of your investments as our responsibility.

Within the framework of a long-term sustainable asset orientation, we develop individual investment solutions for and with you, which may include funds as well as individual securities. We can also analyze and evaluate the impact and sustainability profile of your existing assets. Based on this, we can work with you to implement a targeted adjustment or realignment.

Our sustainable investment solutions

We offer our clients individual investment solutions that can include sustainability criteria (ESG) as well as impact goals (SDG). In addition, you can also choose our existing sustainable investment solutions (FERI Sustainable Quality, FERI Strategy Portfolio), which are of course also based on the extensive expertise of our investment specialists.

Learn more about this under our investment solutions.

Go to FERI Investment Solutions

Download: FERI Sustainability Policy (in German)

FERI Sustainability Policy V5.0 (ENG) (664.9 kB)

Article 10 Information (in German)

Here you can find our information in accordance with Art. 10 of the EU Regulation 2088/2019 (SFDR) on the approach to sustainability strategies within asset management companies with environmental and social characteristics as defined in Art. 8 SFDR.

FERI Art. 10 Information (137.9 kB)

FERI Art. 10 Information Zusammenfassung (87.8 kB)

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