Identify value.
Highlight correlations.
The increase in mandates, assets under management, and client groups reflects 7orca’s positioning and makes growth transparently measurable.
Since 2017, 7orca has been developing quantitative investment and risk management approaches for institutional investors. The firm focuses on the systematic management of foreign currency risks through FX overlay strategies. Currency risks arise in internationally diversified portfolios and have a significant impact on the performance of institutional investments. A structured overlay management approach helps to manage these risks transparently, strengthen the stability of institutional portfolios, and make global investment strategies operationally viable.
As an independent asset manager, 7orca acts free from conflicts of interest and tailors its services to the specific requirements of institutional investors. 7orca’s core values form the foundation of this approach:
- Professional expertise: in-depth knowledge of currency and risk management.
- Independence: a clear focus on institutional investors without conflicting interests.
- Innovation: scientifically grounded, data-driven approaches.
- Transparency: a traceable and disciplined process for all risk management activities.
21
Billion EUR
Assets under management - Combining robust quantitative models with many years of market experience.
2017
Founding of 7orca
For more than eight years, 7orca has managed a significant share of institutional foreign currency investments in Germany.
25
Employees
7orca’s team of 26 professionals brings together complementary expertise for a comprehensive approach to currency management.
Preserving independence.
Sharing responsibility.
7orca is an independent asset manager with a clear and transparent ownership structure.
The company is predominantly owned by its employees, who hold their shares either directly or through private investment vehicles.
A shareholding of 15.26 per cent is held via a separate privately held investment company.
There are no institutional or corporate shareholders.
This ownership structure strengthens entrepreneurial independence and ensures a consistent alignment with the interests of institutional investors. It reflects 7orca’s commitment to closely linking responsibility and value creation.
Key company figures.
Ensuring accountability. Committed to transparency.
Since its foundation in 2017, 7orca’s assets under management have grown steadily. This figure reflects the development of the firm’s institutional client base and is reported transparently as of each valuation date and updated regularly.
The growth in assets under management also reflects the trust placed in 7orca by institutional investors and the firm’s transparent, disciplined implementation of mandates.
This trust carries responsibility – with professional precision and a consistent focus on institutional requirements, 7orca is dedicated to the prudent management of currency risks and the protection of entrusted assets.
7orca’s currency allocation reflects the broad global diversification of institutional portfolios. As a specialised FX overlay manager, 7orca manages currency risks actively and passively across global markets. The allocation covers a wide range of developed and emerging currencies with worldwide coverage. Systematic, transparent and cost-efficient processes ensure effective risk management. In this way, 7orca provides the foundation for the stable and holistic management of complex multi-asset portfolios.
The continuously growing number of mandates reflects the strong confidence institutional investors place in 7orca’s expertise. With clearly structured processes and a consistent focus on transparency and quality, 7orca sets standards in currency management. The development of mandates highlights the successful implementation of tailored strategies and the strength of long-term partnerships.
This sustainable growth is driven by expertise, systematics and independence.
Exposure at a glance.
Key figures. Reach. Networking.
7orca's FX overlay mandates are based on sound, globally oriented exposure management. This approach enables institutional investors to precisely manage currency risks and link existing strategic positions with tactical hedge quotas. The following key figures demonstrate 7orca's international reach and institutional network: broad currency coverage, active monitoring of a wide range of investments and established interfaces with leading asset managers worldwide. They illustrate the operational basis on which 7orca implements efficient currency management – independently of asset management and precisely tailored to the respective portfolio structure.
Solutions for institutional investors.
Recognise opportunities, act strategically.
Targeted management of currency risks and systematic exploitation of market volatility.
7orca offers institutional investors specialised approaches that protect portfolios from currency risks and systematically address market opportunities.
