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Investment

ما هو نسبة التحوط؟

نسبة التحوط The proportion of a position that is hedged via derivative instruments, calculated as the value of the hedging instrument divided by the value of the underlying exposure. Used to minimize portfolio risk.

Source: CFA Institute, IFRS Foundation, FASB (GAAP), Basel III Framework

How is “نسبة التحوط” Used in Practice?

يقوم مديرو المحافظ بحساب نسبة التحوط لتحديد عدد عقود العقود الآجلة المطلوبة للحماية من تحركات الأسعار السلبية.

Certification Exam Relevance

CFAACCAFRM

Who Needs to Know This Term?

  • Financial Analysts
  • Bankers
  • Traders

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Frequently Asked Questions

ما هو نسبة التحوط؟

The proportion of a position that is hedged via derivative instruments, calculated as the value of the hedging instrument divided by the value of the underlying exposure. Used to minimize portfolio risk.

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