June 1, 2024
A checklist for currency concentration reviews
Steps to evaluate currency concentration without making performance promises.
Currency concentration reviews are about understanding exposure, not predicting outcomes. A structured checklist helps ensure you capture the basics:
- Document base currency for each account.
- Identify USD-sensitive revenue or expense streams.
- Note holdings with embedded currency risk.
- Compare exposure to spending needs and liabilities.
Use this checklist as a starting point for informed discussions with your advisory team.
Disclaimer: This insight is for educational purposes only and does not constitute investment advice or a recommendation to buy or sell securities.