La Compagnie Benjamin de Rothschild
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Currency Overlay

What strategy should be adopted when managing currency risk dynamically ?

Diversifying investments internationally generates currency risk in portfolios.

Such risks can lead to :

  • lower returns
  • higher volatility.

We have developed the COM (Currency Overlay Management) programme, in order to respond to these risks.

Our management can be implemented following one of two approaches:

  • a passive approach
  • an active approach
    • management mandate
    • currency overlay fund

The COM program adjusts the hedge ratio according to market movements in order to optimize the currency risk management.

The expertise that we have built helps us identify risks and develop the best strategies for dealing with those risks.

The strategy proposed complies with pre-determined rules and is based on a benchmark set by the client.