Managing currency in portfolios

About this Lecture

This lecture instructs farrelly’s subscribers on the principles of managing currency in portfolios including:

  • the key elements for the scope of a currency hedging policy;
  • why philosophy is critical to developing a currency hedging policy;
  • how policies around hedging may differ for different types of investors;
  • theories of currency drivers;
  • Puchasing Power Parity in practice;
  • the principal drivers of currency-hedged returns and costs;
  • the process for currency decision-making;
  • the decision-making process for currency hedging equities;
  • how currency hedging impacts volatility; and,
  • factors to consider when setting a curren...

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