FERI (Schweiz) stands for comprehensive, individual, transparent and sustainable advice and support. We draw on over 30 years of experience. In collaboration with the other entities of the FERI Group, we offer private investors a wide range of asset management services.

FERI (Schweiz) has unique expertise in asset management and advisory services for discerning clients. The global quality concept is based on the quality investing approach, in which financially sound companies are identified through targeted selection on the basis of various quality characteristics.

Artificial intelligence (AI), the Internet of Things (IoT) and 5G – exponential technologies will trigger a wave of transformation in society and the environment in the coming decades. FERI (Schweiz) now offers the opportunity to actively participate in these developments and to invest in an innovative concept.

FERI’s employees specialise in providing individual, comprehensive and long-term advice to discerning families. We provide solutions for the preservation and growth of family wealth – for this generation and the next. We offer strategic aset planning, advice on implementation, profitability monitoring, risk management, asset protection strategies and sustainability consulting. 

FERI (Schweiz) offers clients a range of advisory services and individual investment solutions to give them clarity as to how compatible their investments are with the United Nations sustainable development goals and increase their understanding of this at the different levels of the investment process.

FERI (Schweiz) has unique expertise in asset management and advisory services for discerning clients. The global quality concept is based on the quality investing approach, in which financially sound companies are identified through targeted selection on the basis of various quality characteristics.

Artificial intelligence (AI), the Internet of Things (IoT) and 5G – exponential technologies will trigger a wave of transformation in society and the environment in the coming decades. FERI (Schweiz) now offers the opportunity to actively participate in these developments and to invest in an innovative concept.

FERI (Schweiz) offers its clients customised solutions and individual investment strategies. Our particular strength lies in mandates with special risk-return targets, which we define individually with our clients

FERI (Schweiz) offers clients a range of advisory services and individual investment solutions to give them clarity as to how compatible their investments are with the United Nations sustainable development goals and increase their understanding of this at the different levels of the investment process.

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FERI Alternatives Update - Increasing investment pressure in the private equity market

Bad Homburg, 01/26/2021
by FERI
  • Stable inflows despite declining investment ratios in 2020
  • "Dry powder" drives prices and depresses returns

The Corona crisis has left its mark on the private equity industry, according to FERI. Although the market was able to recover after the decline in transactions in the first half of 2020 during the rest of the year. However, investments have remained below the average of previous years due to the corona. This continues a trend that has been in place for some time. "Capital commitments have long been well above actual investments. In 2020, the private equity industry is again expected to have accumulated approximately $200 billion in additional 'dry powder' globally. This further increases investment pressure," says Ahmet Peker, Head of Institutional Clients Germany FERI Trust GmbH.

Strategies outside the mainstream sought after

As investor demand for off-market investments continues unabated, a further increase in "dry powder" must be expected. This would have a direct impact on investment returns. "Performance data for the European markets show that the yield advantage of private equity over the equity market has shrunk in recent years. This is because higher demand has not been matched by a corresponding supply. Rising prices and falling returns are therefore inevitable in the long term," explains Peker. In the future, it will become increasingly difficult to meet investors' yield expectations with buy-outs, especially in mainstream concepts. The same applies to other segments of the private markets. "The solution is to invest in selected sub-segments of the market. There, valuations are not as high yet. This offers investors an attractive risk-return profile if positioned early," says Peker. The diversification and deepening of asset allocation will therefore continue to increase in this area, as has historically been the case in other asset classes, driven by returns.

FERI has been successfully investing in specialised private equity funds with a clear competitive advantage in the respective market segment for more than ten years. In real estate and infrastructure, the focus is on value-add strategies. FERI thus enables institutional investors to enter into particularly selective and sophisticated investment strategies that have not yet been discovered by the broad market.


About FERI

Founded in 1987 and headquartered in Bad Homburg, Germany, the FERI Group has developed into one of the leading investment houses in the German-speaking area. FERI offers tailor-made solutions for institutional investors, family assets and trusts in the following areas:  

The FERI Cognitive Finance Institute was formed in 2016. It is the strategic research centre and creative think tank of the FERI Group. The Institute focuses on innovative analyses and the development of methods for long-term oriented economic and capital market research. 

FERI and MLP currently have assets of EUR 40.8 billion under management. A total of EUR 9 billion of these assets are alternative investments. The FERI Group is headquartered in Bad Homburg and has offices in Dusseldorf, Hamburg, Luxembourg, Munich, Vienna and Zurich.



Media relations contact

Katja Liese

Member of the Management Board

Corporate Strategy, Marketing and Communications

T +49 (0) 6172 916-3192

F +49 (0) 6172 916-1192

presse@feri.de

FERI AG

Rathausplatz 8-10

D-61348 Bad Homburg

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Katja Liese
Member of the Management Board
Corporate Strategy, Marketing and Communications

T +49 (0) 6172 916-3192
F +49 (0) 6172 916-1192
presse@feri.de

FERI AG
Rathausplatz 8-10
D-61348 Bad Homburg

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Katja Liese
Member of the Management Board
Corporate Strategy, Marketing and Communications

T +49 (0) 6172 916-3192
F +49 (0) 6172 916-1192
presse@feri.de

FERI AG
Rathausplatz 8-10
D-61348 Bad Homburg

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