概要

Institutional investors and family offices face constant pressure to deliver returns and reduce costs from investing in international assets. They must deal with a range of challenges, including the impact of currency volatility on their and their clients’ investments. In order to reach their risk-adjusted return objectives, a portfolio manager must eliminate the currency risks that erode returns and can generate capital losses as well as recurring costs.

宗旨

By the end of the webinar, participants will know:
1. The importance of hedging currency risk in terms of profit and loss (P&L), governance, fiduciary and regulatory implications
2. The negative impact of currency on IRR, portfolios of liquid and hard assets and different share classes if not managed
3. How to hedge currency risk using different hedging strategies

內容

1. Main currency risks, costs and positive P&L generation opportunities
2. Why hedge currency risk
3. How to hedge currency risk using different instruments and hedging strategies

對象

• 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)