BAI Webinar: Currency Risks in Private Assets
![[Translate to Englisch:]](/fileadmin/_processed_/4/8/csm_Grafen_Immo_1-20_09173f6681.jpg "[Translate to Englisch:]")
[Translate to Englisch:]
Speaker
Jasper Düx
CIO
Jasper Düx is Chief Investment Officer and is responsible for the development and implementation of the investment processes, carrying overall responsibility for performance and implementation. He has more than 20 years of experience in quantitative asset management. After completing a Master’s degree in Banking and Finance, Jasper Düx worked, among others, for HypoVereinsbank and HSBC. Most recently, he headed the overlay mandates and total return strategies department at a renowned German private bank.
Holger Bang, CFA
Head of Portfolio Management
Holger Bang is Head of Portfolio Management at 7orca Asset Management and is responsible for leading the team overseeing the firm’s overlay solutions and volatility strategies. He has more than 17 years of experience in currency management and quantitative asset management at German and international financial institutions. Prior to the founding of 7orca, Holger Bang held a senior role as Head of Overlay, where he was responsible for the development and management of institutional overlay mandates. Holger Bang holds a degree in economics and is a CFA Charterholder.
Disclaimer
The strategy presented in this document for hedging currency risks (currency overlay management) is aimed exclusively at professional investors according to the German Securities Trading Act (WpHG) and can only be implemented for such investors (typically in a fund structure).
All assumptions, forecasts and disclosures are based on the standardised set-up of the active currency overlay management strategy, which was carried out at average market costs. Further information on this standard investment process can be found in the Generic RfP, which is available from 7orca Asset Management AG upon request. Due to the different investor needs and situations as well as the resulting specific pricing, further individual costs for administration and custody are not taken into account. However, 7orca Asset Management AG will be pleased to provide you with a specific offer that reflects your individual requirements and conditions. The investment strategy of an active currency hedging has a trend-following character. It should therefore lead to the same results under the same market conditions.
Since market conditions repeat themselves regularly, but not in identical form, the hedge ratios and performance indicators listed in this document can illustrate the characteristics of our strategy. However, they refer to past price developments of currency pairs and are therefore not a reliable indicator of future results. All information in this document has been compiled to the best of our knowledge based on the data available to us. However, no civil liability can be assumed in this respect. References to specific financial instruments are purely exemplary and should under no circumstances be construed as recommendations in the sense of investment advice. A publication of 7orca Asset Management AG.