We understand the power of effective currency management to reduce risk and drive returns. Our rigorous, research-driven approach takes no shortcuts in unlocking the value of currency management.
At a time when many asset managers are pulling back from the asset class, we continue to expand our industry-leading capabilities in currency management.
Scale and Stability
Efficient, Reliable Execution
Source: State Street Global Advisors, as of March 31, 2023.
Across developed and emerging markets, we have the solutions clients need to manage currency risk and harness it as a tool for shaping portfolios to support their strategic objectives.
|Investment Style||Primary Investment Goal|
|Reduced Risk||Increase Returns|
Static Passive Hedging
Dynamic Strategic Hedging
Return increase and risk reduction are targets of our offerings and are based on the estimates and assumptions made by State Street Global Advisors. There is no guaranteee that those estimates will be achieved.
We have been providing currency management solutions since 1989, and today we have 25 currency professionals across four continents.
1 Source: State Street Global Advisors, as of March 31, 2023.
Investing involves risk including the risk of loss of principal. Currency Risk is a form of risk that arises from the change in price of one currency against another. Whenever investors or companies have assets or business operations across national borders, they face currency risk if their positions are not hedged. Hedging involves taking offsetting positions intended to reduce the volatility of an asset. If the hedging position behaves differently than expected, the volatility of the strategy as a whole may increase and even exceed the volatility of the asset being hedged. There can be no assurance that the hedging strategies will be effective.
The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your tax and financial advisor. All information is from SSGA unless otherwise noted and has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.
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This document provides summary information regarding the Strategy. This document should be read in conjunction with the Strategy's Disclosure Document, which is available from SSGA. The Strategy Disclosure Document contains important information about the Strategy, including a description of a number of risks.
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Expiration Date: 30/06/2024