Overlay management

Our expertise

Offering bespoke risk overlay strategies

Offering bespoke risk overlay strategies

Edmond de Rothschild was one of the first banking groups in continental Europe to offer an Overlay Management programme in the 1990s. We provide a global, made-to-measure service model to an international clientele consisting primarily of companies and large institutions.

Our approach

Designing Dynamic Risk Management Solutions


Our investment management strategy has always been based on two pillars:

  • Risk control: our dynamic management approach focuses on clients' existing portfolio risk to offer solutions on a medium- and long-term horizon.
  • Liquidity: the programme only uses futures contracts, which ensure liquidity and a fair price, simplifying valuation.

Our goal is to capture most of the market trends to which our investors are exposed.

Our expertise enables us to hedge risks on the following underlying instruments:

Inventer des stratégies innovantes 

  • Currency Overlay provides dynamic currency hedging to improve a portfolio's risk/return profile.
  • Gold Overlay offers an innovative approach to smooth the return profile of a volatile safe-haven asset.
  • Index Overlay seeks to protect against downside equity risk and allow investors to benefit from rising stock markets while also reducing volatility.
What defines us

Pioneering risk management know-how

Need more information?

Contact us

Edmond de Rothschild Asset Management (France)
47 rue du Faubourg Saint-Honoré
75401 Cedex 08 Paris

+ 33 1 40 17 25 25