Derivative Path

Introducing the Derivative Path Risk Dashboard – a powerful tool designed to help investment managers proactively visualize and manage risk and optimize their portfolios. With real-time analytics, enhanced visibility, and actionable insights, this new solution empowers firms to make strategic risk management decisions with confidence. “We built the Risk Dashboard to equip investment managers with a clear, intuitive view of how their risk management activities connect to their core businesses and enhance financial performance.” – Brett Morrell, Managing Director at Derivative Path Read the full press release here: https://hubs.la/Q037CXfn0 #RiskManagement #InvestmentStrategy Derivative Path #RiskDashboard #FintechSolutions

We’re thrilled to share that Derivative Path and Wells Fargo Corporate & Investment Banking have been named a Finalist for Best Bank & FinTech Partnership at the #BankingTechAwardsUSA by FinTech Futures This recognition highlights the strength of our collaboration and the shared commitment to transforming how regional and community banks access global payments and FX solutions. 🔗 Read more about the partnership in our press release: https://hubs.la/Q03fl53z0 Proud to be shortlisted alongside such an exceptional partner. #BankingTechAwardsUSA #FXInnovation #FinTech #GlobalPayments #Partnerships

We’re heading to GAIM Ops Cayman 2025! 📅 April 6–9 📍 The Ritz-Carlton, Grand Cayman We’re proud to share that Ciccy Yang, Managing Director at Derivative Path, will be speaking at this year’s event. Don’t miss her insights on risk oversight, FX & interest rate hedging, and operational best practices. 🎤 See Ciccy’s Speaker Bio https://hubs.la/Q03fl7s40 Joining Ciccy will be: ✅ Joedy Tran – Director, Account Executive ✅ Robert Showers – Chief Revenue Officer ✅ Zack Nagelberg – Chief Growth Officer 📌 Let’s connect to explore how Derivative Path is helping firms: • Navigate complex market and investment risk • Streamline operational risk oversight • Eliminate data silos across treasury and finance Looking forward to insightful conversations and building stronger partnerships. #GAIMOpsCayman #RiskManagement #TreasuryTech #FXRisk #HedgingSolutions Derivative Path

We’re proud to announce that Derivative Path is a finalist for Best as-a-Service Solution at the #BankingTechAwardsUSA by FinTech Futures This recognition underscores the growing impact of DerivativeEDGE, our technology platform supporting 260+ institutions across the capital markets. From banks and private equity firms to asset managers and insurance companies, we deliver scalable, AI-driven solutions to manage interest rate, FX, and commodity risk—while streamlining global payments. Learn more about how our newly launched Risk Dashboard is helping risk management teams make smarter, faster decisions: 🔗 https://hubs.la/Q03f9fK20 We’re thrilled to be recognized in such a competitive category and grateful to our clients and partners for their continued trust. #BankingTechAwardsUSA #SaaS #CapitalMarkets #RiskManagement #FX

📈 USD strength remains in focus. Are your FX hedging strategies keeping up? Our resident expert, Brett Morrell, breaks it down in his latest must-read article on navigating currency risk in today’s volatile environment. 🔗 Read the synopsis and get the full article via AlphaWeek on our website. 👉 https://hubs.la/Q03dMhj00 #FXHedging #FundManagers #USDStrength #RiskManagement #DerivativePath #GlobalMarkets #CurrencyRisk

The Perils of Fixed-Rate Lending - Don't Repeat the Mistakes of Years Past In today’s uncertain rate environment, offering fixed-rate loans to commercial customers might seem like a win-win scenario: your customer gets a product they are familiar with, and the bank is protected when rates decline. 📉 What’s the risk? • Margins get squeezed when interest rates rise. • Deposit competition drives up funding costs. • Balance sheets become more vulnerable to market shifts. 🔍 What’s the solution? Sahil Pankhaniya and Frank Fiorilli from Derivative Path break down the challenges and offer insights on how banks can navigate these risks effectively. Read their latest analysis: https://hubs.la/Q03bqnfV0 💬 Let’s discuss: How is your institution adapting to shifting rate dynamics? Are you actively hedging your loan portfolio? Drop your thoughts in the comments! #FixedRateLending #InterestRates #RiskManagement #BankingStrategy #Hedging #BalanceSheetManagement #DerivativePath Derivative Path

Unlock the Power of AI for Seamless Data Integration 🔗 Data is the lifeblood of every business, but without the right strategy, it becomes a roadblock instead of an advantage. Traditional data integration is complex, slow, and costly—leaving IT teams burdened and business insights delayed. In our latest article, Christopher Renaud and Brad Jolicoeur explore how AI is transforming data integration, eliminating brittle connections, and enabling real-time, frictionless data flow. ✅ Automate data preparation & normalization ✅ Improve data quality & AI model accuracy ✅ Reduce IT overhead & boost business agility At Derivative Path, we’re leveraging AI to simplify financial data integration—so your teams can focus on strategy, not troubleshooting. 🔍 Read more: https://hubs.la/Q03b4WRT0 #AI #DataIntegration #Automation #Fintech #FinancialTechnology #BusinessGrowth #DerivativePath #DigitalTransformation Derivative Path

🎉 Celebrating Anushree Mallick on International Women's Day 2025! 🎉 Today, on International Women’s Day, we are proud to honor the incredible contributions of women in fintech—especially our own Anushree Mallick, who was just recognized as the Support Professional of the Year (Vendor) at the WatersTechnology.com Women in Tech & Data Awards 2025! Anushree’s leadership, dedication, and commitment to client success have made a lasting impact at Derivative Path and across the industry. Her ability to drive innovation and enhance client experience embodies the values we hold dear. We are beyond thrilled to see the industry recognize Anushree for her hard work and excellence. Please join us in congratulating her on this well-deserved achievement! 🏆 Read more about the winners here: https://lnkd.in/e2Mu8D3e #InternationalWomensDay #WITAD2025 #WomenInFintech #Leadership #CongratulationsAnushree #DerivativePath #IWD25

Great insights shared today! We just wrapped up an engaging webinar on Mastering Derivatives Regulatory Reporting, where Adam Byers, CPA and Tom N. walked through best practices for banks and credit unions. Missed the live session? No problem! You can still catch the full discussion on-demand and gain valuable insights on optimizing your reporting process. 🎧 Watch now: 🔗https://hubs.la/Q039Q46f0 #Webinar #RegulatoryReporting #Banking #Derivatives #HedgeAccounting #CreditUnions

Introducing Derivative Path’s Risk Dashboard: A New Era of Portfolio Insights In today’s volatile market, investment managers need more than historical data—they require forward-looking insights to stress-test portfolios against shifting macroeconomic trends and idiosyncratic risks. Derivative Path’s new Risk Dashboard empowers financial professionals with real-time analytics, scenario modeling, and risk visualization, helping them make informed hedging and investment decisions with confidence. 🔍 Explore how the Risk Dashboard enhances risk management strategies. 📖 Read more about it here https://lnkd.in/eYZ7qbwi Brett Morrell Derivative Path Traders Magazine