FX Risk Policy
A compact solution that turns an ad-hoc approach to currency into a written, board-approved policy.
What this engagement delivers
You do not always need a full framework — sometimes you need a clear, defensible policy the board can approve and the treasury team can follow. FX Risk Policy delivers exactly that, grounded in your actual exposures and risk appetite.
The challenge it solves
- Decisions are made reactively with no written policy.
- The board has no agreed appetite for currency risk.
- There is no consistent way to measure hedging outcomes.
How we work
Profile exposures
Identify the currency risk that actually matters.
Set appetite
Agree the tolerance and hedge ratios to adopt.
Draft the policy
Write a clear, implementable policy document.
Enable governance
Provide the reporting to keep it disciplined.
Deliverables
Scope is defined up front and agreed case by case with your team.
The engagement, phase by phase
The sequence is fixed; the pace is agreed case by case around your priorities.
Profile
Quantify the exposures that matter.
Agree
Set appetite and ratios with the board.
Draft
Write the policy and the supporting templates.
Govern
Stand up the reporting and review cadence.