Investing in overseas assets creates a currency risk exposure for the portfolio. A key decision is to determine an appropriate currency risk management/hedging strategy to either accept or mitigate the currency risk, which is reflected in the target or strategic hedge ratio.
To provide the best outcome for the Fund and its Members, it is important to ensure that the overall exposure to foreign currency is managed in accordance with the target or strategic hedge ratio in a timely, efficient, cost effective, and transparent manner.
Investment Strategy Benefits
- Tailored to achieve clients’ optimal passive currency hedging protocols, including proxy and threshold analysis to determine the optimal currency hedging protocols.
- Flexible Overlay Level (Fund, asset class or a combination).
- Ongoing Management of positions, settlements and cash levels.
- Daily risk and mandate compliance monitoring.
- Best execution.
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