7orca FX Advisory – tailored currency solutions.
Holistic FX advisory: analysis, strategy and further development.

Shaping currency solutions.

 

Institutional currency management begins with transparency. 7orca supports institutional investors in systematically analysing, assessing and further developing FX exposure, existing hedging approaches and operational processes.

FX Advisory provides the basis for informed decision-making: from the assessment of existing currency risks and the analysis of costs, efficiency and portfolio effects to the development of clear strategic options for action.

 

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Transparency in FX management

Currency risks are often underestimated in institutional portfolios. This may be due to fragmented data, different risk perspectives, legacy hedging approaches or unclear responsibilities.

This is precisely where 7orca FX Advisory starts: the existing FX structure is analysed, assessed from a specialist perspective and translated into a transparent decision-making framework.

Typical questions

  • Has the economic FX exposure been fully identified?
  • Are existing hedging approaches consistent, efficient and appropriate for the portfolio?
  • What costs arise from carry, roll, timing or instrument selection?
  • How do currencies affect the risk, volatility and diversification of the overall portfolio?
  • Are governance, processes, responsibilities and reporting sufficiently clearly defined?

Added value through FX Advisory

FX Advisory is aimed at institutional investors seeking to review, structure or further develop their currency management.

Typical reasons

  • Development or review of an FX policy
  • Analysis of existing hedging strategies
  • Assessment of FX risks in liquid and illiquid portfolios
  • Preparation of investment or risk committee decisions
  • Assessment of current market or stress scenarios
  • Governance review of existing FX processes
  • Development of a basis for decision-making for future mandate structures

Perspective provides direction

FX Advisory at 7orca combines independent analysis, long-standing market experience and specialised FX expertise. The objective is not a product-driven recommendation, but an objective assessment of existing structures and potential options for action.

Neutrality

  • 7orca provides independent advice without the proprietary interests typically associated with banks. The focus is on the client objective, mandate structure and transparent decision-making.

Perspective

  • Currencies are not considered in isolation, but assessed in the context of strategic asset allocation, portfolio characteristics, diversification and the market environment.

Expertise

  • 7orca focuses exclusively on FX management. Advisory services are based on specialised analyses, proprietary FX Research and long-standing experience with institutional mandates.

Structure

  • Complex exposure, hedging and governance structures are translated into clear analytical modules, decision-making logic and implementation options.

Advisory across the entire value chain

 

7orca FX Advisory supports institutional investors from analysis and strategic design through to ongoing assessment and further development.

Analysis and assessment

7orca analyses FX exposure, hedging structures, costs, risks and portfolio effects. The objective is to establish robust transparency regarding existing currency risks and their impact on the overall portfolio.

Strategy and design

Based on the analysis, 7orca supports the development and assessment of suitable FX approaches. This includes clear decision-making logic, strategic guidelines and the integration of FX into existing investment and governance processes.

Support and further development

FX management is not a one-off analytical exercise. Market movements, portfolio changes and regulatory requirements may require ongoing assessment. 7orca supports this further development through regular analyses, workshops and ad hoc support.

Advisory fields and formats

7orca FX Advisory can be used selectively, on a project basis or on an ongoing basis – depending on the question, complexity and mandate objective.

Market analysis and research

  • Assessment of currency and macroeconomic developments, thematic analyses, market updates, special evaluations and research-based decision-making support.

Transparency and risk analysis

  • Analysis of FX exposure, hedging strategies, instruments, portfolio effects, risk and scenario profiles as well as cost and efficiency drivers.

Workshops and advisory sessions

  • Interactive risk and strategy workshops, deep-dive sessions, knowledge transfer and structured discussion of specific questions.

Ongoing advisory and ad hoc support

  • Support in the context of market movements, scenario analyses, strategic assessment of currencies, SAA integration, FX policy and governance questions.

Selected advisory formats in FX Advisory


Three format examples from 7orca’s range of services.

Analysis and assessment

7orca analyses FX exposure, hedging structures, costs, risks and portfolio effects. The objective is to establish robust transparency regarding existing currency risks and their impact on the overall portfolio.

Strategy and design

Based on the analysis, 7orca supports the development and assessment of suitable FX approaches. This includes clear decision-making logic, strategic guidelines and the integration of FX into existing investment and governance processes.

Support and further development

FX management is not a one-off analytical exercise. Market movements, portfolio changes and regulatory requirements may require ongoing assessment. 7orca supports this further development through regular analyses, workshops and ad hoc support.

From analysis to a basis for decision-making.

7orca makes institutional currency risks manageable – independently, data-based and with a strong focus on implementation. FX Advisory is aimed at institutional investors seeking to review, structure or further develop their currency management. The scope of advisory services is defined individually – from selective analyses through to comprehensive strategic support.

Independent

  • Advisory is provided from a neutral FX perspective and without product-driven proprietary interests.

Specialised

  • 7orca focuses exclusively on institutional currency management and has specialised FX analysis, research and implementation expertise.

Structured

  • Complex questions are translated into transparent analytical, decision-making and governance modules.

Implementation-oriented

  • Advisory does not remain abstract. It takes into account operational requirements, existing processes, instruments, counterparty structures and reporting needs.

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Disclaimer

The content of this website is directed exclusively at professional investors according to Section 67 (2) of the German Securities Trading Act (WpHG), who qualify as institutional investors.

The information provided on this website is not suitable for retail investors.

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