The purpose of FX overlay management is to allow us to invest in global equity or bond assets and to limit the impact of currencies on performance. Against this backdrop, Universal-Investment conducts its currency hedging in a separate overlay segment with lower cash requirements and competitive “best execution” trading. The construct of the master KVG also offers an integrated perspective on the total currency exposure in a master fund.
Let's have a conversation about the benefits of FX overlay management. We look forward to sharing ideas with you. – Contact