Understanding Hedge StrategiesOct 31, 2017

Key Points

This course aims to deliver a simple overview of hedge strategies, and to enable you to form a clear view of when, how, and whether to include hedge strategies in your clients’ portfolios.

Course Summary

We’ll examine several facets of hedge strategies to give you a complete picture:

  1. Why hedge strategies?
  2. Definition and history of hedge strategies
  3. Thinking like a hedge strategy manager
  4. Types of hedge strategies
  5. Hedge strategy benefits

Learning Objectives

This course is designed to teach you to be able to:

  • Define “hedge strategies” and discuss their evolution
  • Differentiate key characteristics of hedge strategies from traditional investments
  • Discuss and distinguish between four categories of hedge strategies
  • Explain the benefits of hedge strategies in a portfolio


Please contact your local Franklin Templeton office or email us at franklintempletonacademy@franklintempleton.com for accreditation details.

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