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currency hedging

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BNET Business Dictionary

Currency Hedging
a method of reducing exchange rate risk by diversifying currency holdings and adjusting them according to changes in exchange rates
Currency Hedging definition on BNET »

BNET Resources

Global Investing: How to Invest in the Hottest International Markets
The best-performing stock markets right now are on the other side of the world. Here's how to invest some of your money there — carefully. So should you jump in as well? No. Wade in slowly, perhaps. But don’t jump....
Tags: Fund, Stock, Emerging Market, Portfolio, MoneyWatch, Vanguard, Masters, Investment, Financial Services, Finance, International Funds, Mutual Funds, EAFE, Morningstar, Jeff Nash, Exchange-Traded Funds, Currency Hedging, Vanguard World Index, Emerging Markets, Investing
Articles 2009-07-30

Additional Resources

Portfolio: Asset Allocation - Europe - PMI opts for currency hedging strategy.(Goldman Sachs and Co. to manageDutch metalworkers pension fund)(Brief Article)
Despite its fancy name, a global currency hedging strategy is usually straightforward to run. The approach, a tool used to protect against the risks posed by worldwide currency fluctuations, often uses a benchmark in the shape of a one-year contract to fix the exchange...
Tags: asset, Benefits, Goldman Sachs Group Inc., Strategy
Research articles 2002-10-07
Currency Hedging and Goods Trade
A puzzle in empirical international finance is the difficulty in finding a large and negative effect of exchange rate volatility on international trade. A common explanation is the availability of hedging instruments. This paper examines the empirical validity of this explanation using data on over 1,000 country pairs. Which countries...
Tags: National Bureau Of Economic Research, Free Trade, Investment, Financial Accounting, Finance
White papers 1998-09-30
Check the Tracking Error Margin For Currency ETFs
Larry MacDonald submits: Most investors understand that currency-hedged foreign funds will have a higher management expense ratio (MER) due to the hedging costs. What may escape them, however, is the fact that such currency-hedged funds can also have rather large “tracking errors.” This makes the cost of currency...
Tags: ETF, Larry MacDonald
External links 2009-01-12
Government super funds take the hedging road.
Byline: Jonathan Barrett Sep 23, 2005 (Investor Weekly - ABIX via COMTEX) -- Government superannuation funds are more inclined to invest in currency hedging than corporate or industry funds....
Tags: Government, MARKETING, National Australia Bank, Strategy
Research articles 2005-09-23
Goldman report highlights currency hedging trends.
Byline: Natasha de Teran A ground-breaking report published by equity analysts at Goldman Sachs last week highlights the benefits of corporates hedging out their foreign currency exposure with derivatives, and the dangers of not doing so.The portfolio strategy report was published last week by...
Tags: equity, FINANCE, foreign-exchange, Goldman Sachs Group Inc., Investment, Oppenheimer
Research articles 2003-03-09
A user's guide to currency hedging. (Risk Management)
The FASB has released an exposure draft that details the board's views on appropriate hedge accounting methods. The draft is intended to serve as a basis for the development of uniform accounting rules covering the treatment of hedging activity, particulaThe FASB has released an exposure draft that details the board's...
Tags: accounting, Financial Accounting Standards Board, risk management
Research articles 1994-07-01
Hedging strategy pays recent dividends.
Byline: Jonathan Barrett Oct 04, 2005 (Independent Financial Adviser - ABIX via COMTEX) -- National Australia Bank NAB examined the currency hedging strategies of various superannuation funds. The research...
Tags: dividend, FINANCE, Government, Investment, National Australia Bank, Strategy
Research articles 2005-10-04
BAM Split Corp. Announces Intention to Commence Use of Certain Derivates for Hedging Purposes Only
BAM Split Corp. (the "Company") (TSX: BNA) announced today that, in accordance with its obligations to shareholders of the Company, it will provide notice to its preferred shareholders of its intention to commence the use of certain derivatives for hedging purposes only. These changes will take place on or about...
Tags: BAM Split Corp., Brookfield Asset Management Inc.
Research articles 2007-07-30
Yen blocked: Japanese currency hedging. (effect of currency fluctuations on Japanese exporters)
Many Japanese exporters lost a great deal of money because they did not anticipate the rise in the Yen during the first few months of 1994. Some exporters are now buying options to hedge against further increases. Changes to forward-currency contracts may also affect exporters.EXPORTERS in Japan worry about the...
Tags: bank, FINANCE, foreign-exchange, Honda Motor Co., Japan
Research articles 1994-03-26
Currency Swing Boosts Sandvine
Mark McQueen Wellington Financial submits: For all the doom and gloom in the world, not every tech company is looking to enter the witness protection program. Take Waterloo’s Sandvine (SNVNF.PK), for example. Key customer orders appear to be coming back in certain areas. Huge revenue concentration, mind you,...
Tags: Telecom, Mark McQueen
External links 2009-01-18
Currency hedging proves useful in global climate.(Brief Article)
Mar 03, 2005 (Investor Weekly - ABIX via COMTEX) Shane Oliver is chief economist at AMP Capital Investors. Oliver says hedging becomes more worthwhile as the overseas weighting of an Australian portfolio increases. He contends that once a diversified portfolio has more than 20-to-25...
Tags: Aberdeen Group Inc., FINANCE, Investment
Research articles 2005-03-03
Update on William's Gold and Currency Hedging Programs for 1997 and 1998
TORONTO--BUSINESS WIRE--April 22, 1997-- William Resources Inc. (TSE: WIM, AUSTRALIA STOCK EXCHANGE: WLM) William Resources Inc. ("WILLIAM) is pleased to announce that effective January 1, 1997 it has implemented a sophisticated gold hedging program that involves puts, calls and forward sales for our 1997 and 1998 gold production. -0- ...
Tags: Australia, Business Wire, FINANCE, Investment, SALES, Toronto
Research articles 1997-04-22
Global Currency Hedging
This paper considers the risk management problem of an investor who holds a diversified portfolio of global equities or bonds and chooses long or short positions in currencies to manage the risk of the total portfolio. Over the period 1975-2005, we find that a risk-minimizing global equity investor should short...
Tags: Harvard College, Equity, Financial Services, Investment, Finance
White papers 2007-04-01
WisdomTree Files for Two Hedged Foreign Currency ETFs
IndexUniverse submits: WisdomTree Investments (WSDT.PK) has filed requests to open two new international exchange-traded funds, both of which would use currency hedging strategies. The WisdomTree DEFA Hedged Fund and the WisdomTree Emerging Markets Hedged Fund would invest in similar fashion as current index-based ETFs offered by the...
Tags: ETF, Index Universe
External links 2009-03-18
Alternative overlay strategies.
Jul 20, 2006 (Superfunds - ABIX via COMTEX) -- State Street Global Advisors SSgA has launched a currency hedging program. The aim of the Dynamic Strategic Hedging program is to neutralise the negative effects of currency volatility on investments. Jul 20, 2006 (Superfunds - ABIX...
Tags: State Street Corp., strategy
Research articles 2006-07-20
Hedging and Choice of Currency Denomination in International Syndicated Loan Markets
This paper examines the determinants of the currency denomination of debt decision of Australian and New Zealand firms and compares it with that of Asian firms over the period 1988 to 1998. This decision was an important aspect of the foreign currency risk management practices adopted by firms affected by...
Tags: Agency, Risk Management, University Of Adelaide, Financial Planning, Strategy, Advertising & Promotion, Financial Services, Security, Finance, Management, Marketing
White papers 2001-06-01
Assessing Exchange Rate Risk
When companies undertake international business, they take a risk because their investments and business operations may be affected by changes in the exchange rates for different currencies. This risk is known as exchange rate risk.Increasingly, companies are fighting for a slice of global markets, particularly in developing nations, and putting...
Tags: Risk, Exchange Rate, Currency, Free Trade, Finance, Transaction, Relationship, Buyer, BNET Editorial
Articles 2007-12-06
SPECTRIS (SXS).
Spectris's results are better than they first appear as profits were hit by a GBP4.5m loss on currency hedging and earnings suffered due to a high tax charge. But, as the company flagged up in July, there was a marked improvement in trading in the ha ...
Research articles 2005-09-23
JPMAM fund hit hard by weakenng sterling.
JPMorgan Global Equity Income fund's performance suffers from currency hedging. Gail Moss Currency hedging led to the poor performance of JPMorgan Asset Management's GBP43.4m Global Equity Income fund over the year since launch, the firm has admitted. According to JPMorgan's estimates,...
Tags: FINANCE, income, J.P. Morgan Chase & Co.
Research articles 2008-03-17
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