7orca FX Consulting – Client-specific currency solutions.
Analysis, assessment and development of institutional FX strategies.

Understand currency risks.
Make value drivers visible.

 

Institutional currency management begins with transparency. 7orca supports institutional investors in systematically analysing, assessing and further developing FX exposure, existing hedging approaches and operational processes.

FX Consulting creates the basis for informed decisions across the value chain of institutional currency management: from the assessment of existing currency risks to the analysis of costs, efficiency and portfolio effects, through to the development of clear strategic courses of action.

 

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Transparency in FX management

Currency risks are often underestimated in institutional portfolios. This can be caused by fragmented data, differing risk perspectives, historically grown hedging approaches or unclear responsibilities.

This is where 7orca FX Consulting comes in: the existing structure is analysed, assessed from a specialist FX perspective and translated into a transparent decision-making framework.

Typical questions

  • Has the economic FX exposure been fully identified?
  • Are existing hedging approaches consistent, efficient and appropriate for the portfolio?
  • Which costs arise from carry, roll effects, timing or instrument selection?
  • How do currencies affect risk, volatility and diversification of overall portfolio level?
  • Are governance, processes, responsibilities and reporting sufficiently clearly defined?

Added value through FX Consulting

FX Consulting is aimed at institutional investors seeking to establish currency management for the first time or to review, structure and further develop existing strategies.

Typical occasions

  • Establishment or review of an FX policy
  • Analysis of existing hedging strategies
  • Assessment of FX risks in liquid and illiquid portfolios
  • Preparation for investment or risk committee decisions
  • Assessment of current market or stress scenarios
  • Governance review of existing FX processes
  • Development of decision-making bases for future mandate structures

A broader perspective creates clarity.

FX Consulting at 7orca combines independent analysis, long-standing market experience and specialised FX expertise. Existing structures, potential courses of action and relevant value drivers in institutional currency management are assessed from an investor-specific perspective and translated into a robust basis for decision-making.

Neutrality

  • 7orca works from an independent FX perspective and without bank-specific proprietary interests. The client objective, mandate structure and transparent decision-making are at the centre.

Expertise

  • 7orca focuses exclusively on FX management. Its consulting is based on specialised analysis, proprietary FX research and long-standing experience with institutional mandates.

Structure

  • Complex exposure, hedging and governance structures are translated into clear analytical modules, decision-making logic and implementation options.

Perspective

  • Currencies are not assessed in isolation, but in the context of strategic asset allocation, portfolio characteristics, diversification and the market environment.

Consulting across the value chain of institutional currency management.

Analysis and assessment

7orca analyses FX exposure, hedging structures, costs, risks and portfolio effects. The objective is to establish robust transparency regarding existing currency risks and their impact on the overall portfolio.

Strategy and structuring

Based on the analysis, 7orca supports the development and assessment of suitable FX management approaches. This includes clear decision-making logic, strategic parameters and the integration of FX into existing investment and governance processes.

Support and development

FX Consulting does not end with a one-off analysis. Market movements, portfolio changes and regulatory requirements may require ongoing assessment. 7orca supports this further development through regular analyses, workshops and ad hoc support.

Consulting services and formats.

7orca FX Consulting can be used selectively, on a project basis or as ongoing specialist support – depending on the question, complexity and mandate objective.

Market analysis and research

  • Assessment of currency and macroeconomic developments, thematic analyses, market updates, special evaluations and decision-making bases supported by FX research.

Transparency and risk analysis

  • Analysis of FX exposure, hedging strategies, instruments, portfolio effects, risk and scenario profiles as well as cost and efficiency drivers.

Workshops and strategic consulting sessions

  • Interactive risk and strategy workshops, deep-dive sessions, knowledge transfer and structured discussion of strategic questions.

Ongoing consulting support and ad hoc analysis

  • Support on market movements, scenario analyses, strategic assessment of currencies, SAA integration, FX policy and governance questions.

Selected formats in FX Consulting.


Three example formats from the scope of 7orca FX Consulting.

FX Risk
Workshop

An FX Risk Workshop provides a structured basis for strategic decisions in currency management.

7orca analyses and consolidates FX exposures across asset classes and currencies, placing the identified risks in the context of the overall portfolio and comparing different hedging approaches. 
Simulations of volatility, drawdowns and market scenarios make potential portfolio impacts transparent.

Outcome

  • Institutional decision-makers receive a transparent and robust basis for prioritising areas for action and evaluating hedging approaches consistently.

Review and optimisation of existing hedging strategies

Existing FX hedging structures may involve hidden costs, inefficient instrument selection or limited transparency regarding execution quality and implementation efficiency.

7orca analyses currency structures, market mechanics and hedging costs. Existing approaches are assessed in terms of efficiency, cost structure, risk profile and implementation quality. Alternative hedging approaches can be identified and specific optimisation measures derived.

Outcome

  • The analysis creates transparency regarding potential inefficiencies and shows how hedging structures can be further developed from a specialist, economic and operational perspective.

Ad hoc and
scenario analyses

Macroeconomic or geopolitical events can have a significant impact on currencies, commodities, interest rates and portfolio characteristics.

7orca analyses current market developments, assesses correlations between currencies and asset classes and simulates relevant scenarios. 
The resulting insights support decisions on currency allocation, hedging strategy and strategic positioning.

Outcome

  • Institutional investors receive a well-founded assessment of how current market developments may affect existing FX setups, portfolio characteristics and strategic courses of action.

Case Study FX Consulting.

Deriving a suitable FX benchmark.

An institutional pension provider required a robust basis for steering its foreign currency risks. As part of a structured FX benchmark workshop, 7orca developed a quantitative decision-making basis reflecting the portfolio and governance context.

The case study shows how benchmark definition, risk budget, strategic asset allocation and governance requirements can be translated into a transparent FX decision-making basis.

Case Studies - learn more

From analysis to a decision-making basis.

FX Consulting is not an abstract exercise. It takes into account operational requirements as well as existing processes, instruments, counterparty structures and reporting needs. 7orca makes institutional currency risks steerable and is aimed at institutional investors seeking to review, structure or further develop their currency management. The consulting scope is defined individually – from focused analyses to comprehensive strategic support.

Independent. Specialised. Implementation-oriented.

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Disclaimer

The content of this website is directed exclusively at professional investors according to Section 67 (2) of the German Securities Trading Act (WpHG), who qualify as institutional investors.

The information provided on this website is not suitable for retail investors.

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