We have been managing active and passive currency overlay mandates for institutional investors since 2002. Today, we offer tailored currency overlay and share class hedging solutions using specialized currency risk management systems and tools.
A separate currency overlay can provide significant cost-saving synergies for most Swiss-based investors while also eliminating operational risks.
Your needs are at the center of any currency management activities. Together with your setup, risk preferences, and portfolio situation, a key consideration is selection of an FX strategy (implementation-only, rule-based, or active).
Currency hedges are maintained and adjusted in line with client guidelines and the currency exposure of the underlying assets. MiFID II-compliant trading and reporting capabilities ensure competitive execution tailored to individual client requirements.
Share class hedging: implementation and execution service; seeks to minimize tracking errors and reduce cost.
Portfolio hedging: value-added hedging and rebalancing strategy designed for individual client needs.
Rule-based hedging: Systematic adjustment of strategic hedge ratios based on factors that have influenced foreign-exchange rates in the past. For example, our rule-based hedging strategy provides an intuitive link between hedging cost, valuation, and hedge ratio for Swiss-based investors.
Active hedging: discretionary management of hedge ratios within a given bandwidth (around the benchmark hedge ratio) based on “fair value” estimates, the behavior of exchange rates through the economic cycle, sentiment indicators, and technical analyses.
Currency for return: rule-based or discretionary strategies tailored to client objectives.
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