Derivative Solutions for Alt Investments

Industries // Alternative Investment Managers

Strategic market risk management solutions for global investors

We enable alternative investment managers to identify, quantify, manage, and monitor interest rate and FX exposures across the deal lifecycle—from diligence to exit.

Purpose-built for sophisticated investors requiring scalable risk management solutions

Whether you’re underwriting a potential transaction, closing a deal, or managing a multi-asset portfolio, Derivative Path delivers technology and advisory solutions designed to support the full risk management cycle, from strategy generation to monitoring and reporting —without friction or unnecessary overhead.

Helping alternative investment managers mitigate risk and maximize returns

We serve as an extension of your organization—ensuring you stay responsive to markets while protecting downside risk and delivering transparency to LPs and key stakeholders.

Flexible risk management strategies

Deploy bespoke hedging solutions that align with key business plan and investment objectives, tenors, and exit timelines.

Monitor interest rate and FX risk

View critical hedge program data at the individual investment level or across the firm.

Prepare for scale

Be prepared for growth with access to sophisticated advisors and purpose-built technology.

Integrate with core data and systems

Connect derivative data seamlessly into core business operations.

Implement hedge programs and policies

Follow industry best practices for market risk oversight and management.

Deliver actionable reporting to key stakeholders

Leverage our platform for centralized trade visibility, performance metrics, and governance-ready outputs.

Solutions

A comprehensive suite of solutions spanning services and technology

Fund-Level Hedging

Monitor and mitigate risks related to global investments within a wide range of fund structures.

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Portfolio Company Hedging

Tailor bespoke risk management strategies within investment vehicles that align with unique business plans and sponsor objectives.

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Deal-Contingent Hedging

Proactively manage and mitigate market risks in advance of entering into or exiting investments.

Intuitive Technology Platform

Pre-trade and post-trade functionality designed to meet the unique needs of alternative investment managers.

Risk Dashboard

Combine hedge and exposure data for a holistic risk view—updated in real time.

Liquidity Management

Seamlessly monitor, project, and report on potential derivative liquidity needs across funds and investment entities.

Risk Solutions Team

Your strategic risk management partners for every phase of the investment cycle

Our team combines capital markets acumen with operational expertise—trusted by deal teams, CFOs, and portfolio operators alike.

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.

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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.