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Currency hedging
Managing liquidity issues
Portable alpha
Synthetic indexation
- transitional
Hedging equity risk
Portfolio rebalancing

Synthetic indexation
- as policy

 

       

Portable alpha

cogsaw

A client wishes to allocate more assets to a manager who adds value (alpha) but such an allocation would disrupt overall policy. That manager might even be running a hedge fund which provides no clear market exposure at all. We use a futures overlay to take away the incorrect asset exposure, and/or provide the exposure that is required, leaving the underlying manager wholly unaffected.

 

The client is therefore free to allocate assets on the basis of the greatest added value, secure in the knowledge that his correct asset allocation is preserved. This process is often referred to as "portable alpha", in that the "alpha" provided by the manager is effectively transported into any asset class which is desired.

 
 
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