Established in: 1998

Management: Reiner Dietz, Marcus Burkert (Stv.) 

 

HEUBECK-FERI Pension Asset Consulting GmbH, Bad Homburg, is a joint venture of the Feri group and the HEUBECK group. The HEUBECK group advises its clients independently concerning all questions of occupational pension schemes.

HEUBECK-FERI's clients are all kinds of occupational pension schemes including professional organisation pension trusts and public sector supplementary pension funds. HEUBECK-FERI helps clients with all questions regarding the management of pension and provision capital.

Analysis of liabilities
Actuarial and fiscal forecasts for all kinds of pension schemes

Asset-liability analyses
Development of ideal asset-liability strategies

Supporting the management in the implementation of investment strategies including short term risk management during the fiscal year

Implemantion support
Structuring advice, solutions for raising new investment vehicles, help clients with changing pension schemes

Continious monitoring
Performance measuring and monitoring, continious review of the strategic asset allocation, integration of the actuarial risk monitoring, participation in investment committee meetings

Risk management
Introduction and accomplishment of risk management taking a total company view into account. Investments, actuarial and operational risks are incorporated.

HEUBECK-FERI Pension Asset Consulting GmbH
Haus am Park
Rathausplatz 8-10
61348 Bad Homburg
Germany

Telephone: +49 6172/91 63 626
Telefax: +49 6172/91 61 600

E-Mail: yvonne.herr@feri.de