Services // Portfolio Company Hedging

Comprehensive portfolio company risk management support and oversight for alternative investment managers

Implement, monitor, and manage hedging strategies that enhance portfolio company performance

Purpose-built risk solutions for the alternative investment manager ecosystem

Derivative Path helps sponsors extend hedging and risk management capabilities across portfolio companies. Our platform and services allow sponsors to oversee activity, ensure governance, and deliver scalable solutions that protect investment returns.

Hedge strategy enablement

Equip portfolio companies with tools to evaluate and execute interest rate and FX hedging aligned with sponsor objectives.

Sponsor visibility and oversight

Access real-time dashboards and aggregated reporting across all portfolio companies, hedge structures, exposures, and counterparties

Pre-trade analysis and education

Guide management teams through pricing scenarios and economic considerations using purpose-built pricing and analytics tools.

Customized solutions for each company

Tailored hedging strategies and solutions aligned with company and sponsor business plans.

Advisory-backed execution

Lean on our expert advisors to support company management with structuring, execution strategy, and counterparty engagement.

Hedge policy alignment

Ensure that each portfolio company’s hedging activities align with the firm’s investment objectives and risk management standards.

Tools built for CFOs, capital markets, and investing teams

Our platform eliminates data silos and blind spots. Private equity sponsors can confidently monitor and manage hedging programs across companies with minimal lift.

Simplify portfolio monitoring with a centralized view

Track hedge performance, exposures, and identify action-items across portfolio companies with a single dashboard. Our tools bring clarity and control to portfolio risk management oversight.

"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."