Currency Overlay

  • The Overlay team have over 40 years of industry experience in the FX and Currency Management space, having managed >$20bln in FUM.

Currency Overlay

Rochford’s currency overlay services are uniquely designed for each mandate, underlying asset portfolio, and risk return profile. We understand all facets of foreign exchange – both as proponents of risk seeking, as well as for market risk mitigation.

OUR PROCESS:

ANALYSE

We begin with a comprehensive analysis of your underlying asset portfolio and the relationship of returns with the currency exposure(s).

DESIGN & DEVELOP

Based on your investment mandate, we offer expert guidance on choosing the appropriate Overlay strategy – Passive, Active or Dynamic.

IMPLEMENT & OPERATE

All technical and process changes are tested meticulously prior to implementation. Once strategies are in motion, we continue to monitor, generate feedback and offer professional advice and development as needed.

We can also trade on your behalf, proactively managing your currency exposure.

WHY WORK WITH US?

  • For Passive strategy, we offer peace of mind that the NAV will be unaffected by currency fluctuations.
  • For Active and Dynamic strategies, we aim to improve the overall outcome of your portfolio returns (alpha) by active trading of currencies.
  • Our economies of scale mean a reduction in your overheads by outsourcing to trusted currency experts.
  • This value-add is desirable to investors seeking a proactive approach to currency management.

When to use Currency Overlay:

  • When a company’s international assets are being adversely impacted by currency fluctuation.
  • There’s a need to hedge overseas exposure, but don’t want it to remain a static percentage.
  • A lack of time to monitor currency movements and be proactive in the market.
  • Seeking a competitive exchange rate from the banks.
  • Limited experience or expertise within the company, in creating a successful currency overlay program.
  • A preference to outsource the duty of care to ensure clients obligations are met.

“For all our cross-border transactions, whether we are investing or divesting, Rochford has been our advisor of choice for more than a decade; ensuring that our currency risks are proactively managed and best execution is always achieved.”

– Gareth Banks, Partner, Odyssey Private Equity

Download our Currency Overlay Brochure

» Download PDF
Thomas Averill
Managing Director
For more information please call:
Tel: +61 2 8916 6115
Mob: +61 (0) 434 662 875
Alternatively, email Thomas »
© Rochford Group 2021
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