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What is a Derivatives Overlay Strategy?
Overlay strategies are investment techniques used to manage specific risks or enhance the performance or risk return profile of an existing investment portfolio. These strategies are implemented without disturbing the underlying investment structure and are designed to provide additional value with specific outcomes.
Opportunistic hedging strategies
Permanent hedging strategies
Custom replication & hedging strategies
Why a Derivatives Overlay Strategy?
Every investor possesses unique financial goals, risk tolerance, investment horizon, and personal circumstances, shaping their investment objectives and influencing the selection of investment strategies aligned with their desired outcomes. A derivative overlay strategy is typically tailored to fit the specific needs of an individual investor. Through the use of derivative instruments and their inherent flexibility, investors have the ability to truly customize their portfolio.
We aim to structure and manage ad hoc overlay strategies to answer our clients specific evolving needs thanks to our in depth understanding of hedging dynamic and our technical embedded capabilities.
How does our approach stand out?
We offer flexibility throughout the lifespan of the product and maintain a partnership mindset, ensuring customised reporting to cater to client needs.
Customised solutions aligned with specific investment objectives
AXA-IM's distinctive approach to managing Derivatives Overlay Strategies involves a skilfully balanced combination of quantitative analysis, risk management expertise, and a client-centric focus to provide customised solutions aligned with specific investment objectives. Our specialised investment framework improves your capacity to manage and comprehend the underlying risks within your portfolio.
Reducing operational complexities
Going beyond offering a variety of strategies tailored to meet diverse investment goals, our overlay service assists investors in reducing operational complexities through:
- structuring and management performed by the Structured Asset Management Team,
- a flexible approach,
- technology-enabled client solutions: exclusive quantitative systems for managing futures tracking error to customizable benchmarks and derivatives portfolios.
We offer a unique perspective
As an overlay manager, AXA-IM offers a unique perspective that sets it apart from other managers in a portfolio, particularly in managing derivatives overlays. This leads to a comprehensive understanding of portfolio exposures relative to targets, providing valuable insights for clients and ensuring a unified comprehension of each manager in the portfolio and their top-level exposures.
Explore our glossary
Explore our glossary to find definitions of key terms.
Read the glossary
Disclaimer
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This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision.
Due to its simplification, this document is partial and opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. Data, figures, declarations, analysis, predictions and other information in this document is provided based on our state of knowledge at the time of creation of this document. Whilst every care is taken, no representation or warranty (including liability towards third parties), express or implied, is made as to the accuracy, reliability or completeness of the information contained herein. Reliance upon information in this material is at the sole discretion of the recipient. This material does not contain sufficient information to support an investment decision.
Past performance is not a guide to current or future performance, and any performance or return data displayed does not take into account commissions and costs incurred when issuing or redeeming units. References to league tables and awards are not an indicator of future performance or places in league tables or awards and should not be construed as an endorsement of any AXA IM company or their products or services. Please refer to the websites of the sponsors/issuers for information regarding the criteria on which the awards/ratings are based. The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. Exchange-rate fluctuations may also affect the value of their investment. Due to this and the initial charge that is usually made, an investment is not usually suitable as a short term holding.