FX Risk Advisory for Private Funds CFOs

SVB Global Fund Banking 4-point FX hedging checklist

A structured approach to managing currency risk.

FX Risk Advisory for Private Funds CFOs

Investment hedging: FX hedging for global fund investments

Since FX impacts global returns, we recommend investors give FX the same close consideration as they would any other asset class.

FX Risk Advisory for Private Funds CFOs

FX Risk Advisory: FX exit hedging for global fund investments

Short-dated FX forwards can be used to help mitigate the FX rate uncertainty that arises between the time a portfolio company is sold and the funds are repatriated back.

FX Risk Advisory for Private Funds CFOs

Exit hedging: NAV-based FX hedging

This short paper outlines solutions to help investors at exit stabilize their projected NAV or cost, mitigate the impact of currency fluctuations, and potentially earn additional FX carry trade returns.

FX Risk Advisory for Private Funds CFOs Investment hedging: FX hedging for global fund investments

FX Risk Advisory for Private Funds CFOs FX Risk Advisory: FX exit hedging for global fund investments

FX Risk Advisory for Private Funds CFOs Exit hedging: NAV-based FX hedging

FX Risk Advisory for Private Funds CFOs SVB Global Fund Banking 4-point FX hedging checklist

FX Risk Advisory for Private Funds CFOs

Actionable risk management guidance and hedging strategy ideas for your international fund investments.

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