Hedging Assessment
Dr. Andy Schell, Ph.D., is an expert in hedging and financial risk management. He ran commodity trading for Bank of America, and now teaches hedging for the MBA and at two national universities.
He can help examine and explain your hedging activity to provide assurance about the actual results relative to the expected outcome.
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about Hedging.
Key Elements of
Hedging Assessment
Hedge Assessment
A full evaluation of your hedging result relative to pricing margins. This includes a review of all capital markets policies, data reliability, hedge authorization, dealer exposure, and accounting data tracking.
Pricing Strategy & Lock Desk Implementation
Customized pricing models and lock desk structure to align with market competitiveness and revenue goals.
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Hedge Strategy Development
Assistance with transitioning from Best Efforts to mandatory commitments, including execution of forward trades and setting up TBA Open Short positions.
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Staffing, Training & Policy Creation
Review and, if needed, develop custom secondary marketing policies and procedures, with support for the assessment of training your team.