The Buy Side View on Share Class Hedging 

A report summary of insights from discussions with traders and operational professionals in collaboration with The Finance Hive

Market events have shone a spotlight on Share Class Hedging as a powerful strategy to help manage and mitigate currency volatility in global investment portfolios.  However, due to the disparity in how this function is set up across different buy side firms there is a lack of best practice or an industry standard. This makes it difficult for the buy side to know how they can improve the quality of the process. 


The Finance Hive and Northern Trust recently gathered a select group of traders and operational  professionals to discuss how to benchmark their share class hedging strategies against their peers, and share ideas on how they can improve oversight and performance.


This report highlights key takeaways from these roundtable discussions, including the following:

  • Key trigger points for considering outsourcing versus insourcing share class hedging
  • Technology's growing role in bolstering oversight and governance through timely analytics 
  • Tips on improving the overall effectiveness of a share class hedging program 

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