FERI (Schweiz) offers tailor-made, independent and high-quality investment solutions focusing on Swiss securities. Our investment professionals have many years of experience in portfolio management for Swiss equities and bonds as well as in the investment strategy and as a "buy-side analysts." As a result, they have a solid know-how in the Swiss company landscape and direct access to the key positions in the management of listed Swiss companies.
We offer both solutions for equity investments as well as bond investments in a wide range of different directions (pension funds, funds, segregated mandates). Our existing mandates have a multiple performance.
All investment decisions are based on fundamental company analysis and cash-flow-based company valuation. In the analysis, we rely on our own independent research as well as on external sources. The implementation always takes place in the interest of our customers - obviously with the observance of individual agreements - transparent and as cost-effective as possible. This enables us to ensure that our customers always have the most appropriate equipment in their portfolio.
In addition, we also offer our clients Swiss funds for funded securities approved for public sale in Switzerland. These are also based on the extensive expertise of our investment specialists. Their advantage lies clearly in the much lower necessary investment sum.