Asset and Wealth Management
[Webinar] Currency Hedging and Cash Management in Wealth Management
Overview
Institutional investors and family offices face constant pressure to deliver returns and reduce costs when investing in international assets. They must manage a range of challenges, from the impact of currency volatility on their own and their clients’ investments to the efficient use of liquidity in day-to-day cash management.
To achieve their risk-adjusted return objectives, portfolio managers need to eliminate currency risks that erode returns, generate capital losses, and add recurring costs, while also optimising the deployment of idle cash.
Content
• Main currency risks, costs, positive P&L generation opportunities, and cash management challenges
• Why hedge currency risk and integrate efficient cash and liquidity management practices
• How to hedge currency risk using different instruments and strategies while improving cash deployment
• Practical approaches to align FX risk management with broader treasury and cash management objectives
Who should attend
• Wealth managers
• Single and Multi-Family offices
• Long-only fund or ETF fund managers
• Private Equity and Venture Capital fund managers (including their portfolio companies)
Speaker/Course Instructor
For the 25 years before founding SystematicEdge, Alain was directly in charge of multi-asset portfolio management and head of trading divisions for major European Investment Banks (Societe Generale, Commerzbank & Natixis), accountable for generating returns and managing risks. As Global Head of trading Alain was in charge of 50 traders across the globe, managing multi-asset portfolios totalling up to 30 billion euros of notional. Alain spent most of his career in Asia and was based in Paris, London, Tokyo and Hong Kong.
Alain holds a Master’s Degree in Financial Markets and a Master’s Degree in Computer Science from Paris Dauphine University and a Bachelor’s Degree in Maths & Physics from Pierre & Marie Curie University in Paris. Alain and the team at SystematicEdge provide clients with investment & multi-currency treasury solutions.