Understanding Hedge StrategiesOct 31, 2017

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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

Accreditation

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



Important Legal Information

Issued by Franklin Templeton Investments Australia Limited (ABN 87 006 972 247) (Australian Financial Services License Holder No. 225328), Level 19, 101 Collins Street, Melbourne, Victoria, 3000. This material is intended to be of general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy. It does not constitute legal or tax advice. Franklin Templeton Investments (“FTI”) shall not be liable to any user of this document or to any other person or entity for the inaccuracy of information or any errors or omissions in its contents, regardless of the cause of such inaccuracy, error or omission. All investments involve risks, including possible loss of principal.

Franklin Templeton Investments Australia Limited

Level 19
101 Collins Street
Melbourne, VIC 3000
tel 1800 673 776
Level 30
88 Phillip Street
Sydney, NSW 2000

www.franklintempleton.com.au

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This website is maintained by Franklin Templeton Investments Australia Limited (ABN 87 006 972 247) (Australian Financial Services Licence Holder No. 225328) for information purposes only and not investment or financial product advice. It expresses no views as to the suitability of the services or other matters described herein to the individual circumstances, objectives, financial situation, or needs of any recipient. Investments entail risks, the value of investments can go down as well as up and investors should be aware they might not get back the full value invested. For additional information, visit www.franklintempleton.com.au or by call 1 (800) 673 776.