Couverture

Le concept de Valeur dans les devises, est l'observation que après une certain periode, les devises des marchés développés évoluent (dans le long terme) autour d'un niveau de « valeur juste ». Cette hypothese joue un rôle majeur dans la compréhension des débats en faveur du Couverture(appelle "Hedging").

Record gère 44.0 milliards d'Euro en programmes passifs de Couverture et 6.0 milliards d'Euro en programmes dynamiques de Couverture (source du 30 septembre 2017).

 Les investisseurs qui ont des valeurs internationales sont exposés à ces mouvements et par conséquent à cette volatilité dans leurs revenus sur leurs valeurs internationales mais cette volatilité reste infructueuse puisque ces mouvements se stabilisent dans le temps. 

Les investisseurs qui souhaitent obtenir un meilleur rendement de leurs portefeuilles concernant les risques peuvent réduire cette volatilité  de manière économique et efficace par l'intermédiaire de la Couverture passive. Record a une expérience considérable dans le développement et l'implémentation de programmes passifs de Couverture pour minimaliser le fardeau administratif subi par le client et peut effectuer cela de manière transparente et efficace.

Les investisseurs qui souhaitent être protégés contre l'affaiblissement des devises étrangères mais souhaitent continuer à profiter des avantages du renforcement des devises étrangères peuvent réaliser cet objectif par l'intermédiaire des programmes dynamiques de Couverture. Ce procédé exploite le Momentum  afin d'offrir une approche asymétrique a la Couverture, qui évite de reposer sur les prévisions et les jugements. Tous nos mandats de « Couverture qu'ils soient passifs ou dynamiques, sont des mandats indépendants afin que les critères de chaque client soient respectés de manière précise. N'hésitez pas à nous contacter si vous souhaitez discuter de nos programmes customisés de Couverture.

 

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