Company

Derivative Path Taps Former BNP & Barclays Executive Rob Showers as CRO

Derivative Path and Wells Fargo Partner to Deliver Innovative Global Payments Solution to Regional and Community Banks

Derivative Path Wins Waters Ranking Award for Second Year in a Row

News

Derivative Path Launches Risk Dashboard to Help Investment Managers Drive Strategic Growth

Trusted by some of the largest global alternative investment managers, Derivative Path introduces a powerful solution to enhance market risk management decision-making, safeguard capital and drive financial performance

New York, NY – February 20, 2025 – Derivative Path, a leading provider of cloud-based derivatives and market risk management solutions, today announced the launch of its Risk Dashboard, a next-generation risk management solution designed to revolutionize how investment firms visualize and manage firm-wide market risks and related hedges.

Purpose-built for alternative investment managers, the Risk Dashboard delivers unparalleled transparency and actionable insights, breaking down the barriers that have historically existed between investment data and hedging activities. By integrating cutting-edge technology with Derivative Path’s expert advisory professionals and services, the platform offers a white-glove approach to risk oversight – enhancing decision-making, safeguarding investor trust, and driving financial performance.

“Investment firms operate in an increasingly complex financial landscape where effective risk management is a competitive advantage,” said Brett Morrell, Managing Director, Head of Risk Solutions at Derivative Path. “The Risk Dashboard empowers managers to eliminate unnecessary market risks, seamlessly align risk oversight with core systems, and deliver investor-ready insights – all in one dynamic platform.”

Key features of the Risk Dashboard:

  • Real-time risk insights – Monitor market risks, hedge effectiveness, and portfolio impact in real-time
  • Seamless data integration – Connect data from Excel, third-party systems, and existing internal models to create a complete risk view
  • Holistic risk visualization – Understand IR and FX risks in context, aligning hedging strategies with investment data
  • Customizable and actionable reporting – Tailor reports by currency, fund, deal, or derivative asset class; export seamlessly to Excel, PowerPoint, or PDF for internal and investor presentations
  • Dynamic dashboard and automation – Retrieve hedge ratios, notional amounts, P&L statistics, and over / underhedged investment positions with ease, eliminating reliance on manual spreadsheets

Unlike traditional risk management tools, the Risk Dashboard transforms data into strategic insights – bridging the gap between risk management analysis and return on investment. By enabling firms to visualize, interpret, and act on key risk factors, the solution helps investment managers optimize decision-making, ensure operational efficiency, translate risk management into actionable insights for senior management and investors, and build long-term investor confidence.

For more information on the Risk Dashboard and how Derivative Path is reshaping risk management for fund managers, visit derivativepath.com.

About Derivative Path
Derivative Path combines advanced technology with financial expertise to empower institutions across the capital markets landscape. Serving banks, credit unions, private equity firms, hedge funds, asset managers, and insurance companies, we deliver scalable, AI-driven solutions that simplify financial risk management and enhance operational efficiency.

Our sophisticated cloud platform provides end-to-end support for managing interest rate, FX, and commodity derivatives, international payments, and complex hedging strategies. Designed for diverse market participants, the platform enables users to take full control of risk management activities with intuitive tools that streamline trade lifecycles, ensure compliance, and enhance transparency. Clients also benefit from our AI-powered data ingestion capabilities, which unlock efficiencies in trade ticket processing, reporting, and decision-making.

The FX Payments Platform transforms international payment challenges into revenue-generating opportunities for financial institutions and their commercial clients. By integrating with banks’ existing core systems, it facilitates real-time, secure cross-border transactions while delivering cost savings, operational scale, and enhanced client relationships.

Leading private equity firms, hedge funds, and asset managers trust our Risk Solutions capabilities to optimize portfolio hedging strategies and mitigate market volatility, while insurance companies leverage our platform to manage liability-driven investment risks. These solutions provide clarity and control, enabling buyside participants to focus on driving business outcomes and delivering value to stakeholders.

With over 250 clients and a decade of experience, Derivative Path has earned a reputation for excellence in client service, compliance rigor, and reliability. Trusted by industry leaders, our technology and advisory solutions help clients achieve their financial objectives while navigating an ever-evolving market landscape.

Our commitment to innovation is underscored by strategic partnerships with Wells Fargo, FNBO, Q2, and Jack Henry, enabling us to deliver best-in-class capabilities to our clients. As a forward-looking brand focused on meeting the evolving needs of global capital markets, we continue to integrate AI-driven functionality to position our clients for success in the era of digital transformation.

For more information, visit us at Derivative Path.

For media inquiries, please contact:
Terrence Richardson
Head of Marketing & Communications
[email protected]
(212) 651-9050