Our strategy
What we do:
With over four decades of currency management experience, currency management products and solutions form our foundation and are a key part of our client offering. Since entering into the broader asset management space, our product suite has grown to include solutions and products to help our clients address the investment challenges they face outside the pure FX arena.
Our bespoke currency and asset management products are organised into three pillars:
Risk Management
- Passive Hedging
- Dynamic Hedging
- Hedging for Asset Managers
Absolute Return
- FX Alpha
- Custom Opportunities
Private Markets
- EM Local Debt
- Infrastructure Equity
- Private Equity
How we do it:
Our strategy
We are client-led business. We listen to our clients, understand their investment objectives and using our expertise alongside our chosen partners, we deliver innovative products and services at the highest levels of client service.
Our strategy is focused on continued sustainable growth supported by the following three pillars:
Organic
Growth
Our focus remains on continued growth across our product suite.
Our position as trusted adviser and our approach of “Listen, Understand, Deliver” allow us to fully understand the investment risks and challenges faced by clients and to respond with tailored solutions.
This flexibility and expertise in structuring unique solutions means we can respond to ever-changing markets and client demands, creating a strong foundation for sustained growth.
Quality of
Earnings
Our strategy to improve the quality of earnings is focused on investing in those products identified for growth and in ensuring clearly defined responsibility and accountability across all areas of the business.
To this end, by investing in our people, products and brand, we aim to grow the business by ensuring the sustainability of returns, the longevity of client relationships, continued high cash generation and innovative solutions to meet the demands of our clients.
Operational
Excellence
Achieving operational excellence is the key to ensuring our clients receive the best experience and the highest levels of operational risk control as efficiently and cost-effectively as possible.
This is achieved by ensuring we have the right people and the right operational framework, specifically focused on our clients’ needs.
This framework lends itself to improved operational efficiency and performance, as well as an enhanced client experience.
Value we create:
Our clients
In all respects, we are a client‑led business. We listen to our clients, understand their investment objectives and, using our expertise alongside that of our chosen partners, we deliver innovative products and services and the highest levels of client service.
Our shareholders
We are able to ensure the long-term success of the Group and to deliver enhanced shareholder value through growth in financial performance and consistent capital distributions. Our highly cash-generative business model allows us to maintain a strong balance sheet while investing for long‑term value creation and delivering attractive dividends to shareholders.
Our people
Our people make our business great and are championed for their intellectual diversity, passion and dynamism. We have ensured that our culture extends across all offices, openly reflecting our core values and creating the best possible working environment where our people can thrive.
Our environment and society
We have committed to reduce our own carbon emissions and to develop impactful and sustainable investment solutions alongside our clients and partners. We also continue to provide ongoing support to local community-led projects and charitable causes.
Our future
Cash generated is used to reinvest into the business in the pursuit of organic growth, to ensure day‑to‑day expenditure requirements are met, and to return surplus cash to our shareholders as dividends.
The above services are provided by Record Currency Management Limited, authorised and regulated by the FCA, SEC & CFTC, and Record Asset Management GmbH, regulated by BaFin. Further details on each firm are available via the FCA, SEC, CFTC & BaFin websites and registers.
Regulated Financial Services: