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Hedging Equities and Fixed Income - Webinar

  • ID: 4425749
  • Webinar
  • December 2017
  • Region: Global
  • 90 Minutes
  • Lorman Business Center, Inc.
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Gain a clear understanding of the best practices and tools that should be used on hedging equities while alongside fixed incomes.Global interest rates are hovering near 30year lows and equity prices are surging to new highs. Is there any way to hedge against future interest rate rises or for the eventual equity market pullback? Even if you could hedge, how do you gauge if the hedge is effective? What factors are important for you to decide if now is the time to implement a hedging strategy? The goal of this content is to give you the tools to understand how to hedge interest rates and equity price movements. Topics will include types of hedges, instruments for hedging, important terms for hedging, tools to evaluate if your hedge is effective, and potential pitfalls for your hedging strategy.

Learning Objectives
  • You will be able to define the relevant terms for effectively hedging the risk of equity price movement and interest rate yield movement.
  • You will be able to identify the most robust instruments for successful hedging.
  • You will be able to explain the financial benefits and emotional difficulties of each of the different types of hedging strategies including full, partial and dynamic.
  • You will be able to discuss the potential pitfalls of any hedging strategy that you may consider implementing.
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Intro
  • Topic
  • Experience
  • Hedging Can Be Psychologically Difficult, Always Too Little or Too Much
  • Types of Hedges
  • Full
  • Partial
  • Dynamic
  • Hedge Factors for Each Asset Class
  • Sources of Alpha
  • Instruments and Where Hedging Is Executed
  • Futures
  • Imbedded Price and Yield for Interest Rates Futures
  • Imbedded Price and Dividend for Equity Futures
  • Hedge Ratio
  • Margin
  • Options
  • Delta
  • Index ETFs / Sector ETF's / Individual Stocks
  • Direct vs. Indirect Hedge Exposure
  • Liquidity Concerns
  • Correlation
  • Leverage
  • Where to Set up an Account
  • How to Gauge Effectiveness
  • Information Ratio
  • Correlation
  • Upside and Downside Capture
  • Volatility
  • Cost of Hedging
  • What Can Go Wrong?
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This webinar is designed for wealth managers, investment brokers, financial planners, stock brokers, estate planners, attorneys, presidents, vice presidents, CPAs, CFPs, and other financial executives.
Note: Product cover images may vary from those shown
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