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

Synthetic indexation
- as policy

 

       

Synthetic indexation - as policy

cogsaw
A client is interested in a passively managed portfolio with the greatest cost efficiencies. The correct combination of cash holdings, equity (or bond) futures and currency forwards can precisely replicate an index fund of physical stocks. The avoidance of the trading costs and withholding taxes associated with physical stock portfolios makes an arrangement so economical that it becomes advantageous as a long-term arrangement. We therefore manage the portfolio in that manner on a permanent basis against the client's chosen benchmark. The underlying cash is either managed either by us, or by a third party.
 
 
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