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The Berlin-based WealthTech NAO (www.investnao.com) and the multi-asset investment house FERI are expanding their strategic partnership. As part of the collaboration, NAO is giving its clients access to the institutional tranche of the OptoFlex fund (ISIN: LU0834815101) of the multi-asset manager FERI. NAO is now lowering the previous minimum investment amount of one million euros to 1,000 euros for investments via the NAO app. The partnership reflects the two companies' shared vision of further blurring the boundaries between institutional and private investing.
The OptoFlex I Fund (ISIN: LU0834815101) pursues a tried-and-tested volatility strategy that systematically generates additional income through options on US equity indices. Specifically, overvalued put options are written with a low probability of being exercised. In order to minimize the risk of loss in the event of extreme market movements, part of the premium income flows into hedging transactions. As a basic portfolio, the fund invests in bonds with high credit ratings and money market instruments. With a track record of over ten years, the fund, which is classified as a sustainable financial product, manages a volume of around 1.3 billion euros.
"What was previously only available exclusively for larger assets is now possible from just 1,000 euros. This is true democratization of financial products," explains Robin Binder, CEO and founder of NAO. "With our co-investment approach, we are systematically breaking down the walls between institutional and private investment. The expansion of our partnership with FERI brings us further along our path of bringing institutional investments from established asset managers into the NAO community."
“We use our many years of expertise in the area of complex derivative strategies in a targeted manner to develop stable and predictable sources of income for our clients,” says Carsten Hermann, Divisional Director of Investment Management at FERI. "With OptoFlex, we have been pursuing a stringent, rule-based investment approach for over a decade, which has proven itself in a wide variety of market phases. Opening it up to self-directed private investors via NAO is a logical next step for us."
“We are opening up our OptoFlex to a new target group of ”self-decision-makers“ on the private investor side, while NAO is expanding its portfolio with a proven volatility strategy,” emphasizes Aschkan Arefnia, Sales Director at FERI. "This collaboration combines the strengths of both companies: FERI's long-standing investment expertise meets NAO's strength as a digital distribution platform for private and alternative asset classes. The launch of OptoFlex comes at an exciting time as volatility in the US market is at an elevated level. NAO investors now have the opportunity to capitalize on the current situation."
NAO's technological infrastructure enables all processes to be handled completely digitally, from customer identification under money laundering law to order execution and investment management. FERI, in turn, ensures that the high quality standards of institutional asset management also benefit private investors.
The cooperation between NAO and FERI has been in place since October 2024. The US EquityFlex (ISIN: LU1611493906) was successfully opened to the NAO community at the start of the partnership. The expansion that has now taken place underlines the successful cooperation in the area of alternative investments.
About NAO
NAO is a new type of co-investment platform for private and alternative investments. The mission of NAO founder Robin Binder is to liberalize investment and help people build long-term wealth. In the NAO app, investors can find carefully selected and exclusive investment opportunities that were previously only accessible to a small financial elite. NAO was founded in Berlin in 2022 and received the FinTech Germany Award in 2024. The NAO team works with renowned banks and asset managers such as Baader Bank, BNP Paribas AM, Chartered Investments, FERI, Goldman Sachs AM, Moonfare, Partners Group, UBS, UniCredit and Vontobel.