Currency overlay

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Currency overlay has grown in parallel with the international diversification of institutional investment portfolios. Currency overlay mandates now cover around $100bn in assets, and 18 years since the first overlay mandate, currency overlay has now come of age.

Currency Overlay looks at all the components that make up an overlay mandate and the decisions and analysis leading up to it. It is written in an accessible style, designed for the interested asset manager, pension fund manager, investment consultant, trustee or student.

Many of the author's analyses start from first principles. Concepts important to the case are fully explained before utilising them, allowing the reader with no prior knowledge of the subject to exercise independent judgement. The author makes wide use of self-contained 'boxes' to illustrate and explain particular elements or concepts.

Currency Overlay covers, amongst other topics:

* The theoretical case for eliminating currency risk in international portfolios * The interplay between asset returns and currency returns, and the effect of this on hedging decisions * Benchmarks - their construction and strategic role * Least-cost passive overlay * The structure of the currency market, and its 'inefficiencies' * Active overlay styles * Active overlay both restricted and unrestricted (currency alpha)

Author(s): Neil Record
Series: The Wiley Finance Series
Publisher: Wiley
Year: 2003

Language: English
Pages: 318