Derivative Path is revolutionizing the risk management, customer service, and growth strategies of financial institutions while keeping operations as simple as possible. Designed by capital markets professionals with deep knowledge and experience in banking, risk, and financial technology, Derivative Path is a solution tailored to meet the distinct needs of regional and community banks, credit unions, corporations, and investment managers.

Derivative Path is a cloud-native solution that provides a centralized approach to managing derivatives in interest rates, foreign exchange, and commodities. It provides strong analytics, accounting, and compliance functionality in one secure and reliable platform, allowing organizations to manage risk and make informed hedging decisions.

Derivative Path caters to a diverse range of clients, including banks seeking to manage interest rate risk and boost non-interest income, as well as insurance and pension funds requiring accurate risk management solutions. With a focus on expertise, alignment, and execution, Derivative Path enables institutions to successfully operate in a complex financial environment while delivering value to all stakeholders, clients, and members.

Services Offered by Derivative path

ALM/Balance Sheet Hedging

Derivative Path provides a brighter, more efficient way to manage interest rate risk, utilizing technology and strategic advice to enable banks and credit unions to make informed, effective decisions. The solution extends beyond traditional ALM reporting, enabling modeling, execution, and reporting of interest rate hedges, while maintaining regulatory compliance and alignment with balance sheet strategies.

Clients can work with the Derivative Path strategic advisory team to inform and train stakeholders, develop policies, and bring counterparties on board. Real-time scenario analysis and what-if modeling enable finance teams to assess hedge plans, viewing the effect on earnings and capital. The solution enables the entire life cycle of interest rate hedges, automating post-trade processes such as collateral management, hedge accounting, and regulatory compliance.

ALCO-ready dashboards and reporting solutions provide board-level insights, while hedge accounting specialists maintain ASC 815-compliant journal entries, regulatory filings, and disclosures. By linking market activity to earnings performance, Derivative Path enables decision-makers to take control of risk management, convert compliance into confidence, and turn balance sheet strategies into reality.

Customer Loan-Level Hedging

Derivative Path brings together best-in-class expertise and award-winning technology to enable banks to design, implement, and optimize loan-level hedging programs. By combining world-class advisory expertise with a cloud-based technology platform, the firm enables banks to win more loans, maximize revenue opportunity, and provide outstanding customer experiences.

Whether launching a new program or optimizing an existing one, Derivative Path is there every step of the way. With real-time trade pricing and structuring capabilities, combined with expert advice, bankers can assess hedge options and offer optimal solutions with conviction. The platform makes marketing and execution easy, automatically generating bank-branded pitch books, term sheets, payment summaries, and trade confirmations.

The platform also enables automated compliance checks, exposure analysis, billing, and collateral processing, ensuring operational efficiency and compliance. The platform provides comprehensive reporting, summarizing mark-to-market, call report, accounting, and servicing information for informed decision-making.

By harnessing technology to minimize manual drudgery and scale the business, Derivative Path helps banks focus on what matters most—winning business, managing risk, and driving revenue growth with a best-in-class hedging program.

Fund-Level Hedging

Derivative Path offers flexible, end-to-end solutions for fund-level hedging, enabling alternative asset managers to mitigate returns against market risks while optimizing risk management processes for global investment portfolios. The solution integrates interest rate and FX hedging strategies, allowing fund managers to manage trades, risk, and performance reporting within a single, centralized platform.

With customized workflows, Derivative Path enables scenario analysis, fund and investor-level reporting, and audit-compliant processes to ensure alignment with internal governance and regulatory requirements. Seasoned professionals help design and optimize hedging strategies, and flexible execution support includes a broad spectrum of rolling and long-dated hedge strategies, including collateral management.

Built for CFOs, capital markets professionals, and investment managers, the solution breaks down complex hedging processes into simple, actionable intelligence. Real-time reporting and analytics enable organizations to monitor risk exposure at both the fund and investment levels. By integrating technology with deep advisory expertise, Derivative Path enables alternative asset managers to manage risk with precision, confidence, and operational efficiency.

Pradeep Bhatia - Chief Executive Officer & Co-Founder

“Derivative Path is redefining how institutions manage risk, serve clients, and grow—without adding operational burden.”