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
• Understanding the risks of currency hedging and the integration of 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)
Financial Incentive Scheme of the WAM Pilot Programme
This course has already been approved as an eligible course of the Financial Incentive Scheme for Professional Training (“the Scheme”) under the Pilot Programme to Enhance Talent Training for the Asset and Wealth Management Sector (“the Pilot Programme”). The Scheme aims to enhance the competency and professionalism of in-service practitioners within the asset and wealth management sector and to assist other practitioners within the financial services industry in acquiring the knowledge and skills required for entering the sector. Eligible applicants will be subsidised 80% of the course fees by the HKSAR Government upon satisfactory completion of the courses approved by Hong Kong Securities and Investment Institute, subject to a ceiling of HK$15,000. Hong Kong Securities and Investment Institute is appointed as the implementation agent of the Pilot Programme. Regarding the details of eligible criteria and application procedures, please refer to the dedicated web-site of the Pilot Programme (https://www.wamtalent.org.hk/).
[Important Notes]
[Financial Incentive Scheme] Application Deadline: As the Scheme will conclude on 31 March 2026, the Scheme will cease accepting applications in an orderly manner. The Scheme will not accept reimbursement applications for courses completed after 31 December 2025, and All reimbursement applications submitted after 31 January 2026 will not be accepted. Applicants are reminded to follow the submission requirements outlined in “Guide to Applicants” to submit the application and upload all the required supporting documents at the online application portal, as well as submit the printed duly-signed application form along with a copy of the Hong Kong Identity Card to the HKSI Institute’s office within four months from the course completion date or by 31 January 2026 (whichever is earlier). For the avoidance of doubt, all applications for courses completed between 1 October 2025 and 31 December 2025 (both dates inclusive) must be submitted by 31 January 2026. Late or incomplete applications will not be accepted.
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.