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Hedging Equities and Fixed Income

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 30-year 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.

Runtime: 90 minutes
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

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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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on December 19, 2017.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.5
     
  • GA CLE 1.5
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NV CLE 1.5
     
  • VT CLE 1.5
     
  • WA CLE 1.5
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.5
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NV CLE 1.5
     
  • VT CLE 1.5
     
  • WA CLE 1.5
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Bradley J. Rathe

Bradley J. Rathe

Strategic Financial Group, LLC

  • Chief Investment Officer (CIO) of Strategic Financial Group, LLC (dba SFGI, LLC in Illinois), a Registered Investment Advisor (“SFG”), and a member of Strategic Financial Group Holdings, LLC (the owner of the equity of SFG)
  • As CIO, he manages a group of professionals that advise more than 800 clients and more than 750 million dollars in all aspects of their investment portfolios including equity, fixed income, and alternative investments
  • Owner of Astor Janssen Holdings (AJH), an NFA registered hedging company
  • At AJH, they advise clients on developing financial modeling for investing and they implement and trade those strategies. Asset classes on which they have implemented effective technical strategies include interest rates, domestic equity markets, emerging equity markets, MLP, commodity, and foreign exchange
  • Regular speaker at conferences on risk management, financial modeling, hedge funds and hedging
  • More than 25 years in the hedge fund business
  • Managed some of the largest hedge funds in the early 90’s, when hedge funds actually hedged instead of current practice of hedge funds being just highly correlated levered long equity funds
  • Graduate, Iowa State University
  • Can be contacted at 773-917-6500 x244 or [email protected]
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Why Lorman?

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Product ID: 400848
Published 2017
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