Event Details
Date & Time:
Location:
Virtual - Online via Zoom
Finding the Right Balance in Your Forex Portfolio
Many businesses approach forex through isolated trades, reacting to market movements or relying on external providers without a clear structure. Over time, this creates inconsistency in outcomes, uneven levels of cover, and limited visibility over how decisions interact.
This session focuses on stepping back to view forex as a portfolio — where balance, structure, and decision-making become central to performance.
As part of the F – Find stage of the VALUFIN framework, it explores how businesses move from understanding their exposure to actively structuring and balancing their forex portfolio, aligning decisions across instruments, timing, and execution.
Key Topics to Be Covered:
This session explores how organisations move from fragmented activity to structured portfolio thinking.
You’ll gain insight into:
- How to approach forex as a portfolio of decisions, rather than individual transactions
- What “balance” means in the context of cover ratios and exposure
- How different instruments and solutions fit into a broader portfolio approach
- The role of brokers, banks, and internal decision-making in shaping outcomes
- Why behavioural factors often influence timing, confidence, and consistency
- How structure improves visibility across performance, cost, and risk positioning
Who Should Attend?
This session is relevant for organisations that:
- Operate across multiple currencies
- Make regular or high-value international payments
- Want to move beyond transactional decision-making
- Are looking to introduce more structure and consistency into how forex is managed
Typical roles include:
- CFOs and Finance Directors
- Treasury and finance teams
- Importers and exporters
- Businesses with ongoing currency exposure
Why Attend?
Managing forex exposure is not just about individual transactions — it’s about how decisions come together across your portfolio.
Without a portfolio view, decisions are often made in isolation — leading to over-hedging, under-hedging, or inconsistent strategies across the business.
As markets shift and pressures on margin increase, the ability to balance your forex portfolio becomes a key differentiator in financial performance.
Host
Sharon Constançon is a highly accomplished CEO and renowned specialist in forex risk management and treasury strategy. With over 25 years of experience advising international companies, she brings sharp insights into how financial planning intersects with operational resilience. Sharon leads Valufin, a firm delivering tailored treasury and risk solutions to help companies navigate currency volatility and global uncertainty with confidence.
She has supported over 200 businesses with risk evaluations, transaction cost analysis, and FX treasury strategies. Sharon is also an experienced board advisor and educator, often speaking on governance, finance, and strategic resilience in fast-moving markets.
Discover how Valufin’s expertise can support your business
Contact your forex treasury advisor today.