Passive Hedging

Passive Hedging products remove all or part of the unrewarded currency exposure that arise from the client’s international underlying asset portfolio.

These products are designed to manage operational risks and reduce the magnitude, volatility and operational burden of hedging cash flows, while minimising implementation costs.

Enhanced Passive Hedging builds on our core offering. Recognising the opportunities presented for adding value, these products take advantage of structural inefficiencies and behavioural changes arising in FX markets, with a structured and risk-managed approach.

Record’s value add:

  • Experience – Over 40 years’ experience delivering solutions for institutional investors globally
  • Expertise – One of the largest independent currency research teams with highly experienced decision makers
  • Independence – Record acts only as an agent, never taking the other side of trades
  • Infrastructure – Established agency ISDAs with 25+ leading banks, typically offering uncollateralised trading
  • Cash flow management – Smoothing of cash flows using overlapping, bespoke structures tailored to the client

AUM composition

    Mandate size

    Risk appetite

    Return volatility

    James Nisbet

    Director, Head of Enhanced Passive and Rates

    10 years’ industry experience

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    Sushil Bansi

    Director, Enhanced Passive and Rates

    20 years’ industry experience

    LinkedIn

    Contact us

    Email: [email protected]

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