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Was ist Hedge Ratio?

Hedge Ratio 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 “Hedge Ratio” Used in Practice?

Portfoliomanager berechnen das Hedge Ratio, um die Anzahl der benötigten Futures-Kontrakte zum Schutz vor ungünstigen Kursbewegungen zu bestimmen.

Certification Exam Relevance

CFAACCAFRM

Who Needs to Know This Term?

  • Financial Analysts
  • Bankers
  • Traders

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Frequently Asked Questions

Was ist Hedge Ratio?

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.

Where can I learn this term for free?

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