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Practical Strategy Guides

Clear, practical guidance for institutions across trading, hedging, risk, and market structure.

Building a centralized FX hedging governance model

As multinational organizations expand across jurisdictions, business units and functional currencies, foreign exchange risk becomes harder to assess at a consolidated level.

Choosing execution methods in institutional crypto markets

Institutional crypto execution refers to the processes, technologies, and workflows that enable institutional investors, such as hedge funds, asset managers, proprietary trading firms, banks, and corporations, to buy and sell digital assets, cryptocurrency, efficiently and securely across digital asset services.

How to transition a concentrated stock position into a diversified managed portfolio

This guide explains how wealth advisors evaluate concentration risk, define diversification objectives, and use managed portfolios to systematically rebalance exposure while remaining aligned with long-term planning and tax considerations.

Managing crypto ETF exposure with futures

This guide is for ETF issuers, portfolio managers, and fund operations teams who assess or manage futures-based crypto exposure.

How to implement an FDIC-insured cash sweep program for brokerage accounts

Learn how advisory firms structure FDIC‑insured cash sweep programs to manage idle brokerage cash while maintaining liquidity and capital protection.

How to layer FX forwards to smooth quarterly cash-flow hedging

Layering FX forwards, often referred to as laddering, is a structured cash-flow hedging technique used to phase hedge execution across multiple value dates, hedge ratios, and forecast periods.

Aligning client risk profiles with multi-asset model portfolios

Multi-asset model portfolios are structured investment frameworks that combine multiple asset classes and are used by advisory firms to align portfolio allocations with defined client risk profiles.

Hedging emerging-market payables using NDFs

Learn how non-deliverable forward hedging can help companies manage emerging market currency risk and cross-border payable exposure.

Zero-cost FX collar for import cost protection

A zero-cost FX collar is an options-based hedging strategy that helps importers define a minimum and maximum exchange rate for future foreign-currency payments without paying an upfront premium.

Glossary

Our glossary of trading terms, investment topics and in-depth research is designed to give you a better understanding of the financial markets. Improve your knowledge and enhance your strategies with our glossary.

Explore our financial glossary

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Upcoming events

October 14

STA Market Structure Conference

Third party events|North America|Language: English

October 14 - October 16, 2026

Washington, D.C.

We're proud to be a Platinum Sponsor of the 93rd Annual STA Market Structure Conference in Washington, D.C., bringing together industry leaders to discuss the future of market structure and trading.

Join Jacob Rappaport, Managing Director and Head of Equities at StoneX, as he participates in the panel discussion, The Always-On Market: The Future of 24/7 Trading.

The session will explore the operational, technological and regulatory implications of continuous trading, along with the opportunities and challenges facing market participants in an always-on marketplace

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October 21

FIGAP 2026

Third party events|South America|Language: Spanish

October 21 - October 23, 2026

Guadalajara, México

Únase a StoneX en FIGAP 2026 en Guadalajara, México, y visítenos en el Stand #313. Conozca cómo ayudamos a los productores de alimento para animales a gestionar el riesgo de mercado mediante Operaciones OTC, Commodities Físicos, Gestión de Riesgos y Soluciones de Venta y Negociación.

Descubra cómo StoneX combina acceso al mercado, información y ejecución para ayudar a las empresas a tomar decisiones informadas en mercados agrícolas dinámicos.

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October 21

BAFT Regional Bank Conference

Third party events|North America|Language: English

October 21 - October 22, 2026

Houston, TX

Join StoneX at the BAFT Regional Bank Conference at Amegy Bank in Houston, October 21-22, for a discussion on the global developments and political risk considerations shaping today's banking landscape.

Katherine Zaveri will moderate a fireside chat with Gayle Jacobs, U.S. Canada Political Risk Leader at Marsh, exploring the issues banks should be aware of in an increasingly interconnected world.

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StoneX: We open markets

Our market expertise, advanced platforms, global reach, culture of full transparency and commitment to our clients’ success all set us apart in the financial marketplace.

Reach

With access to 40+ derivatives exchanges, 180+ foreign exchange markets, nearly every global securities marketplace and numerous bi-lateral liquidity venues, StoneX’s digital network and deep relationships can take clients anywhere they want to go.

Transparency

As a publicly traded company meeting the highest standards of regulatory compliance in the markets we serve, our financials and record of accomplishment are matters of public record. StoneX’s commitment to “doing the right thing over the easy thing” sets us apart in the industry and helps us build respect, client trust and new partnerships.

Expertise

From our proprietary Market Intelligence platform, to “boots on the ground” expertise from award-winning traders and professionals, we connect our clients directly to actionable insights they can use to make more informed decisions and achieve their goals in the global markets.

The subsidiaries of StoneX Group Inc. provide financial products and services, including, but not limited to, physical commodities, securities, clearing, global payments, risk management, asset management, foreign exchange, and exchange-traded and over-the-counter derivatives. These financial products and services are offered in accordance with the applicable laws in the jurisdictions in which they are provided and are subject to specific terms, conditions, and restrictions contained in the terms of business applicable to each such offering. Not all products and services are available in all countries. The products and services offered by the StoneX Group of companies involve risk of loss and may not be suitable for all investors. Full Disclaimer.

This website is not intended for residents of any particular country, and the information herein is not advice nor a recommendation to trade nor does it constitute an offer or solicitation to buy or sell any financial product or service, by any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. Please refer to the Regulatory Disclosure section for entity-specific disclosures.

No part of this material may be copied, photocopied or duplicated in any form by any means or redistributed without the prior written consent of StoneX Group Inc. The information herein is provided for informational purposes only. This information is provided on an ‘as-is’ basis and may contain statements and opinions of the StoneX Group of companies as well as excerpts and/or information from public sources and third parties and no warranty, whether express or implied, is given as to its completeness or accuracy. Each company within the StoneX Group of companies (on its own behalf and on behalf of its directors, employees and agents) disclaims any and all liability as well as any third-party claim that may arise from the accuracy and/or completeness of the information detailed herein, as well as the use of or reliance on this information by the recipient, any member of its group or any third party.