Ontario Teachers' Pension Plan Board: Hedging Foreign Currency Exposure

內容大綱
The international investments program initiated in 1990 by the Ontario Teachers' Pension Plan, Canada's largest public pension fund, had created a large exposure to currency risk. Some successful tactical currency hedging activities in 1995 prompted management to pursue the possibility of a structured foreign currency hedging program. The issue before management was whether such a hedging program should be undertaken and what form it should take.
學習目標
This case outlines the process followed by a large Canadian pension fund in dealing with its foreign currency exposure.<ul><li> To understand the decision-making process for a currency hedging program.</li><li>To understand the notion of hedge ratios and universal hedging.</li><li>To understand the risks associated with currency hedging programs.</li><li>To understand the issues in performance evaluation of individual fund managers.</li></ul>
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