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

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 empowers institutions across the capital markets with innovative, AI-driven technology and expert advisory solutions. Our award-winning cloud platform supports banks, credit unions, private equity firms, corporates, money managers, and insurance companies in managing interest rate, FX, and commodity risks, optimizing hedging strategies, and streamlining cross-border payments.

With a client base spanning over 250 institutions, we deliver scalable solutions that enhance risk management and drive operational performance. Trusted by industry leaders, our technology and advisory solutions help clients achieve their financial objectives while navigating an ever-evolving market landscape.

For more information, visit us at Derivative Path.

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