Equity, interest rate and credit derivative overlays

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Insight has a unique organisational focus on risk management solutions. We work with our clients to understand their real-life goals, and then seek to help them manage the risks associated with achieving those goals. To target the relevant risks requires in-depth expertise in the derivative markets. Our derivative overlay clients include insurers, defined contribution pension plans, wealth managers, sovereign wealth funds, and cashflow and liability-aware investors. Institutions can access our world-class capability to manage and modify their exposures to equity, interest rate and credit beta.

Regulatory collateral and liquidity management are component parts of the wider, holistic derivative overlay solution we provide to clients. We also offer money market and other liquid strategies to help our clients manage regulatory collateral efficiently.

Why Insight for derivative overlays

Insight seeks to add value at every stage of the management of derivative investment solutions by applying functional knowledge and extensive experience. We deploy a number of specialist teams, each dedicated to delivering specific components of the investment solution.

Derivative overlays illustration

Fundamental to this is the Client Solutions Group who is tasked with the responsibility of full mandate oversight and integrating our capabilities to ensure client goals are met. Ongoing monitoring and engagement with the client ensures the investment solution remains relevant as targets evolve.

 

 

In numbers

  • 2005 Year we began managing custom derivative overlay programmes
  • 45 clients managed in customised equity overlay strategies
  • A$1009.9bn of our A$1.2tn AUM is managed in risk management solutions

As at 31 March 2020.  

Important information

The value of investments and any income from them will fluctuate and is not guaranteed (this may be partly due to exchange rate fluctuations). Investors may not get back the full amount invested. Past performance is not a guide to future performance.