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How is currency risk managed passively ?
A passive strategy consists in systematically hedging all or part of the currency position and can neutralize a portfolio’s currency exposure.
Our passive Currency Overlay service includes the entire hedging procedure :
- Identifying currency risk
- Executing transactions
- Monitoring cash flows
- Analyzing results
With this in mind, we have developed an automatic calculating processor to better monitor hedged positions.
The management team’s expertise paired with the system’s reliability enables us to achieve returns in line with objectives.
Our expertise also applies to multi-class funds, with the aim of replicating the returns of an asset class in another currency, with only the interest differential causing a discrepancy.
To do so, the service includes analysis and interpretation of the impact of currency movements on fund NAV.
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