Passive currency overlay

Investment philosophy

The goal of a passive currency overlay is to eliminate currency related volatility within a client’s portfolio, by neutralizing downside risk and upside gains due to currency fluctuations. This is achieved by completely hedging currency positions of the clients’ portfolio exposure.

Main benefits


Experience

Providing passive currency risk management services to institutional investors globally since 1996.


Risk neutralization

Hedging daily, weekly and monthly changes in foreign currency exposure aimed to eliminate the impact of FX volatility on underlying portfolio.


Transaction Costs

Achieving best execution, monitoring and analyzing transaction costs via detailed internal and independent third party reporting.


Operational Excellence

Cash flow and hedge maturity management coupled with state-of-the-art automated technology, to reduce operational and implementation risk.