NAO and FERI deepen cooperation: New volatility strategy in investment offerings

Bad Homburg/Berlin, April 29, 2025 — Berlin-based WealthTech NAO and multi-asset investment house FERI are expanding their strategic partnership. As part of the cooperation, NAO gives its clients access to the institutional tranche of the OptoFlex Fund (ISIN: LU0834815101) from multi-asset manager FERI. NAO is now reducing the previous minimum investment amount of one million euros to 1,000 euros for investments via the NAO app. The partnership represents the common vision of both companies to further dissolve the borders between institutional and private investment.

Professional options strategy for all investors

The OptoFlex I Fund (ISIN: LU0834815101) pursues a proven volatility strategy that systematically generates additional income through options transactions on US stock indices. Specifically, overvalued sales options are written whose probability of exercise is low. 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 creditworthy bonds 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 used to be exclusively investable only for larger assets is now available for as little as 1,000 euros. This is real 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. Expanding our partnership with FERI brings us further on our path of bringing institutional investments from established asset managers to the NAO community. ”

Institutional quality in private space

“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, Head of Investment Management at FERI. “With OptoFlex, we have been following a stringent, rule-based investment approach for over a decade, which has proven effective in various market phases. Opening up to self-deciding private investors via NAO is a logical next step for us. ”

Complementary strengths in a future-oriented partnership

“We are opening our OptoFlex to a new target group of 'self-decision makers' at

private investors, while NAO expands 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 addition of OptoFlex comes at an exciting time as the volatility of the US market is at an increased level. NAO investors now have the opportunity to benefit from the current situation. ”

NAO's technological infrastructure enables all processes to be carried out 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 existed since October 2024. Right at the start of the partnership, the US EquityFlex (ISIN: LU1611493906) was successfully opened to the NAO community. The expansion that has now taken place underlines the successful cooperation in the area of alternative investments.

‍About NAO

NAO is a novel co-investment platform for private and alternative investments. The mission of NAO founder Robin Binder is to liberalize investments and help people build up wealth over the long term. In the NAO app, investors can find carefully selected and exclusive investment options that were previously only available 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.

‍About FERI

The FERI Group, headquartered in Bad Homburg, was founded in 1987 and has developed into one of the leading multi-asset investment houses in German-speaking countries. FERI offers tailor-made solutions for institutional investors, family assets and foundations in the following business areas:

• Investment Management: Institutional Asset Management & Private Asset Management
• Investment Consulting: Advice for institutional investors & family office services
• Investment Research: Economic forecasts & asset allocation analyses

Founded in 2016, the FERI Cognitive Finance Institute operates within the FERI Group as a strategic research center and creative think tank, with a clear focus on innovative analyses and method development for long-term aspects of economic and capital market research. Together with MLP, FERI currently manages assets of around 60 billion euros, including around 18 billion euros in alternative investments. In addition to its headquarters in Bad Homburg, the FERI Group has other locations in Düsseldorf, Hamburg, Hanover, Munich, Luxembourg, Vienna and Zurich.

FERI press contact

FERI AG

presse@feri.de

www.feri.de

Risk warning

Investments involve risks. The value of investments and the resulting income may fall as well as rise, and it is possible for investors to recover less than the amount invested. Past performance does not allow conclusions to be drawn about future results.