7orca FX Management – Central management layer for global portfolios.
From analysis through execution, supported by a consistent architecture.
Currency risks are inherent in portfolios – yet they are rarely managed.
In internationally diversified portfolios, asset allocation and risk budgets are typically well defined. Foreign exchange risk, however, often remains unmanaged at portfolio level – dispersed across asset classes, investment vehicles and external managers. As a result, exchange rates have an uncontrolled impact on performance, volatility and reporting.
7orca establishes currencies as a distinct steering level. FX Consulting, FX Execution, FX Structuring and FX Overlay each fulfil a clearly defined role within it and can be mandated individually or combined into a consistent client-specific architecture. Currency risks are not considered in isolation, but are assessed within portfolio structure, risk budget and governance framework – transparent and manageable.
For institutional investors, this creates a clear separation between asset and currency management – supported by greater transparency, well-defined accountability and a robust basis for informed decision-making.
Solutions and services in institutional FX management.
FX Consulting, FX Execution, FX Structuring and FX Overlay each fulfil a clearly defined role.
They can be used individually or combined to create an integrated FX management architecture – from analysis and execution through structuring to ongoing management.
Analysing private assets, identifying FX risks.
Currency risks do not arise in liquid assets alone. Particularly in Private Markets investments – private equity, private debt, infrastructure and real estate – the fund currency does not necessarily correspond to the actual economic FX risk.
Using the FX look-through, 7orca identifies the relevant currency risk at the level of the underlying investments and consolidates it across fund and mandate structures – as the basis of any overlay hedge.
Understand use cases,
assess mandate questions.
Case studies show how 7orca analyses and structures typical questions raised by institutional investors in FX Management and translates them into transparent decision-making foundations.
The focus is on anonymised application scenarios from FX Consulting, FX Execution, FX Structuring, FX Overlay and FX Exposure Management – from benchmark definition and exposure analysis to execution structure, hedging logic, liquidity, governance and reporting.
Independent. Specialised.
Institutionally reliable.
7orca is an asset manager specialising in institutional currency management. The company is focused on the analysis, structuring and implementation of FX strategies for institutional mandates - free from the proprietary interests typically associated with banks and supported by an employee-majority ownership structure.
Independent.
- No ties to corporate groups, no third-party product interests. 7orca acts solely in the interests of its institutional clients.
Specialised.
- Exclusive focus on currency management. Proprietary expertise in FX analysis, research, structuring, execution and overlay management.
Audited.
- Processes are independently audited in accordance with ISAE 3402 Type II.
Established.
- Since 2017, 7orca has supported institutional clients in assessing and steering currency risks in globally diversified portfolios and complex mandate structures with substantial volume.
Further Information
Dialogue. Partnership. Trust.
7orca makes currency risks manageable – independently, data-driven and with structured implementation.
Personal dialogue forms the foundation of every collaboration. Our FX specialists are available for initial discussions, analytical assessments and mandate-specific solution design.
Analyse. Manage. Implement.
Use cases tailored to individual requirements and priorities:
- Customised hedging strategy
- Integration into the portfolio context
- Transparency and reporting
- Client-specific solutions
