Hedging made simple.
HedgeStar provides independent hedge accounting, valuation, and risk management services to banks, credit unions, corporations, audit firms, and tax-exempt organizations navigating complex financial reporting requirements. Below, find answers to common questions about how we work, including our approach to independence from banks and counterparties, onboarding, deliverables, and how we integrate with your internal team – whether you’re just getting started or looking for ongoing support under ASC 815, ASC 820, GASB, or IFRS.
HedgeStar serves banks and credit unions, corporations, audit firms, and tax-exempt entities such as universities, healthcare organizations, and governmental entities. Across sectors, we tailor hedge accounting, valuation, and risk management support to each client’s specific regulatory framework, whether that’s ASC 815, GASB, or IFRS.
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HedgeStar is an independent provider with no trading positions or counterparty relationships, so our valuations, hedge accounting, and advisory work are based solely on market data and established methodology rather than a bank’s or advisors’ own commercial interests.
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Onboarding typically starts with a conversation about the organization’s current hedging programs, reporting needs, and any existing documentation, followed by a review of trade confirmations, counterparty information, and the applicable accounting framework. From there, HedgeStar establishes a reporting schedule and workflow tailored to the client’s quarter-end or year-end timeline.
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No, many clients reach out before they’ve fully defined their needs, and HedgeStar’s team helps clarify the right scope of services during an initial conversation. Whether the need is hedge accounting, valuation, risk management consulting, or execution support, we help identify the right starting point.
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HedgeStar supports both one-time engagements, such as a single valuation report or model validation, and ongoing relationships for recurring hedge accounting, valuation, and reporting needs. The right structure depends on the complexity and frequency of the client’s hedging activity.
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Yes. HedgeStar works directly with many audit firms, providing independent valuations of debt, equities, derivatives, and other financial instruments, along with hedge accounting documentation that streamlines the audit review process.
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Deliverables vary by engagement and can include MTM reports, fair value reports, hedge designation memoranda, effectiveness testing results, journal entries, valuation reports with full methodology documentation, and audit-ready disclosures. Reports are delivered through HedgeStar’s secure client portal on a schedule that fits the client’s reporting calendar.
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HedgeStar acts as an extension of a client’s accounting, finance, or treasury team, coordinating directly with internal staff, auditors, and existing treasury or risk management systems rather than operating as a separate silo.
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These FAQs are informed by the same team of CPAs and quantitative analysts who deliver HedgeStar’s hedge accounting, valuation, and risk management engagements every day. Have a question that’s not covered here? Talk to an expert directly.
Still wondering where to start? Here’s the ways HedgeStar can help: