Exchange-Rate Exposure: Financial vs. Operating Strategies, with George Allayannis and Jane Ihrig, American Economic Review Papers and Proceedings, 91 (June 2001), 391-398.

Abstract

This paper investigates both financial and operational exchange-rate risk management strategies of multinational firms and how such strategies contribute to mitigating risk and improving shareholder value.  Using a sample of U.S. multinational nonfinancial firms from 1996-1998, we find that operational hedging is not an effective substitute for financial risk management.  However, we find that the more geographically disperse a firm is, the more likely it is to use financial hedges.  The end result on firm value is that operational hedging strategies benefit shareholders only when used in combination with financial hedging strategies.

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