Beta solutions

Institutional mandates

Philosophy and approach

Providing flexibility and efficiency

The Solutions Group helps reduce the burdens that many asset owners state as reasons why they do not use derivatives more widely. Derivative solutions can provide efficiencies and cost savings to a portfolio and when used under the right circumstances as an alternative to physical assets.

Derivatives can appear complex and therefore asset owners should seek specialised independent advice when deciding to implement asset allocation or risk management strategies. Expert advice and skilled execution can level the playing field when interacting with the broader market.

When implemented correctly, derivative strategies can deliver cost savings and efficiently implement changes to an asset allocation or risk-return profile of a portfolio.

The definition of success of an investment strategy relies as much on the exit as the entry and having an exit strategy detailed in advance is key to delivering the desired outcome.

This is done by providing access to the following:

  • ISDA agreements
  • Competitive price negotiation
  • Trade execution – collateral management
  • Derivatives portfolio modelling
  • Daily monitoring
  • Reporting