[Webinar] Currency Hedging and Cash Management in Wealth Management
概要
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.
內容
• 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
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)
資產財富管理業先導計劃 - 專業培訓資助計劃
本課程已被審批為「提升資產財富管理業人才培訓先導計劃」（以下簡稱「資產財富管理業先導計劃」 其下之「專業培訓資助計劃」（以下簡稱「本計劃」）。本計劃旨在提升資產財富管理業在職從業員的專業能力水準及協助金融服務業內其他從業員學習所需的知識和技能，使他們能投身資產財富管理業。合資格之申請人按香港證券及投資學會之要求完成課程後將可獲香港特區政府資助80%學費，上限為HK$15,000。 香港證券及投資學會為資產財富管理業先導計劃之執行機構，有關申請要求之細則及手續，請參閱專為資產財富管理業先導計劃而設之網站(https://www.wamtalent.org.hk/)。
導師/講者
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.