In today’s global economy, many investors (asset managers, pension funds, insurance companies, sovereign wealth funds and family offices) have international investments through their Equity, Fixed Income and Commodity portfolios.
Through those investments – intentionally or otherwise – they are exposed to foreign exchange fluctuations that can significantly reduce their performance and drastically increase the volatility of their portfolios.
However, with thorough analysis of their investments, these foreign exchange exposures can be correctly identified and managed. Some investors will seek to cost-efficiently fully or partially mitigate these risks; others will prefer to benefit from this volatility and leverage it as a source of alpha.
At Avalon Capital Partners, our team of seasoned experts strive to assist investors to identify those risks, advise on strategies to meet the clients objectives and constraints (through hedging or as a source of Alpha) and provide them with simple and cost-effective solutions, transparent pricing, trade execution and automated post trade services.
HEDGING / CURRENCY OVERLAY SOLUTIONS
- Systematic rules based or tactical
- Passive or Dynamic Currency Overlay
- Options or Forward based Strategies
SOURCE OF ALPHA/TRADING IDEAS
- Income
- Yield enhancement
- Option or forward based
FIDUCIARY EXECUTION
- Guaranteed customer anonymity
- Extensive access to liquidity for G10s, emerging markets, precious metals and NDF currencies from a diverse pool of price providers
- Full range of underlying: Spot, Forwards, Options, NDFs, NDOs, FX linked structured products, FX Indices
PRE & POST TRADE SERVICES
- Automated upload/download of orders
- Full audit trail transparency
- Pre-agreed fixed fees schedule or all-in prices
- Automated upload/download of executed trades
- Live market to market positions
All trades are cleared and booked against market leading prime brokers. Clients have no counterparty risk against Avalon Capital Partners.