Client Dashboard

Every FX Client Deserves More

FX sales teams know their top revenue generating customers really well, they’re the first call when market movements warrant it. But what if a client is not in that top tier? How many opportunities to add value do you miss every day? How do you surface every opportunity, for every client, at the right time?

Client dashboard FX sales teams

5 reasons why FX Sales Teams need a Client Dashboard

FX sales teams work portfolios of customers managing multiple currency hedging instances across each one. This blog explores five ways in which a Client Dashboard can help surface opportunities, engage customers and lift overall performance.

complex financial derivatives

Complex Financial Derivatives – Buyers and Sellers Beware

Recent publicity surrounding Deutsche Bank’s potential mis-selling of complex financial derivative products to an unsuspecting Spanish company highlights again the risks associated with hedging foreign exchange. 

Forward Exchange Contracts pre delivery

Forward exchange contracts: pre-deliveries and extensions

Many companies use Forward Exchange Contracts (FECs) to hedge forecasted future foreign currency exposures. Learn how Hedgebook makes this easy.

premium collar options

When to use zero-premium collar options as the method of hedging

If it is not wise to always hedge via zero-premium collar options and you should never pay a premium to buy outright call and put currency options – what is the right approach?

FX Options

Hedge accounting FX options: time versus intrinsic value

Learn how FX options lock in the certainty of worst case exchange rate outcomes while allowing participation in favourable rate movements.

Fund managers

Three reasons investment fund managers use Hedgebook

Here are three key ways Hedgebook makes life easier for investment fund managers or similar finance functions within a hedge fund, private equity or VC firm.

Auditors juggling FX

New Focus as Pressure Mounts on Auditors

Not only are companies struggling with the increased focus on exchange rates, but our auditors are also having to learn new tricks.

FX risk Wine importers and exporters

FX Risk for Wine Importers and Exporters

In working with wine companies over the years the Hedgebook team has a real appreciation for the complexity of managing FX risk for wine importers and exporters.

Better hedging conversations

Quantifying “better” risk management conversations

Hedgebook helps banks, brokers and others have better FX risk management conversations with their clients using data from its SaaS solution. Find out more here:

Hedgebook helps corporate hedge smarter

Six Ways Hedgebook Helps a Corporate Hedge Smarter

  Corporate Treasurers and Finance Directors have spoken out about the challenge of managing risk, on outdated and expensive systems. It comes as their department is thrust to the forefront of managing the fallout of…

FX Exposure Tool

Exposure Tool worked example – Participating Forwards

We are excited to share a worked example of how a Participating Forwards are represented in Hedgebook’s Exposure Tool. A Participating Forward is a structured option which provides a known worst-case rate (Protection Rate) and…