Insurance and Pension Funds

Bringing clarity and control to complex investment and liability structures

Insurance carriers face multidimensional risk—from asset-liability mismatch and capital constraints to reinsurance funding volatility. Derivative Path delivers institutional-grade tools and advisory services to help insurance asset managers and treasury professionals execute their tasks smarter and report with precision.

Why leading insurers partner with Derivative Path

We help insurance firms manage exposure, preserve capital, and enhance transparency across portfolios and counterparties.

Align hedging with ALM mandates

Support duration, convexity, and capital preservation goals with precise hedge structuring.

Support regulatory and board-level transparency

Enable effective internal reporting, governance documentation, and audit readiness.

Enhance reinsurance and funding strategies

Use interest rate and FX hedging to support efficient cross-border structures and capital movement.

Integrate with internal investment workflows

Map hedging and exposure insights directly into asset manager processes and systems.

Adapt strategies as markets shift

React to macro volatility with agile structuring and execution support from seasoned advisors.

Centralize risk visibility across portfolios

View exposures, hedge performance, and counterparty activity in one consolidated dashboard.

Solutions

Solutions that support yield, liquidity, and risk optimization

Portfolio Risk Dashboard

Track exposures and performance across insurers’ multi-asset portfolios and business lines.

Transaction Advisory

Partner with our team to structure and execute trades aligned with capital, reinsurance, or investment timing.

Insurance Team

Trusted by treasury and investment leaders

Our team brings deep capital markets expertise and experience supporting complex insurance portfolios—from general accounts to reinsurance transactions.

Brett Morrell

Managing Director
Head of Risk Solutions

Ciccy Yang

Managing Director
Risk Solutions

About Us

Derivative Path has combined years of experience from the leading firms on Wall Street to create a powerful and beautiful technology solution for the unique workflows of our industry.

Learn more

Through their trading platform and industry expertise, Derivative Path delivers the ideal combination of execution and technology platform for all rate hedging.

Ed Furman, Chief Investment Officer

First Bank

We were impressed with the functionality of the software, including the artificial intelligence-enabled automation of various operational tasks.

Pat Hennelly, SVP of Capital Markets

Wintrust

We needed a system that would reduce the time spent on a number of our front- and back-office responsibilities through automation, allowing our team to grow our business without forgoing the quality customer service.