PolicyFX
See under-covered, over-covered, and on-policy exposure in one view. Compare recorded forwards against target hedge ratios before a bank conversation turns into a rushed decision.
0–30 d
31–90 d
91–180 d
181–270 d
0–30 d
Northstar targets 75% coverage in the near bucket. CoverageDesk shows CA$ 1.42M exposure, CA$ 1.08M hedged, and a 24-point gap visible before execution — not after month-end.
Policy target 75% — current coverage 76%. Top up before Aug 14 to absorb forecast PO-1907 ($420K USD).
Instead of checking forwards after month-end, the team sees which pairs are under-covered, over-covered, or on-policy, and which maturities need attention this week.
Define target hedge ratios by pair and maturity bucket. AFP defaults are pre-loaded — adjust if you have reason to.
Capture trade date, maturity, notional, provider, and locked rate. Or import from a bank confirmation.
Focus only on buckets where open exposure remains material. Green, yellow, red — against your own policy.