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:

Overlay management 

  • 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

  • Applying our key principles

    Our success since 2000 has been based on our fundamental principles:

    • disciplined and quantitative methodologies
    • dynamic financial risk management
    • guaranteed transparency for investors
    • local relationship with our clients.

    Our management philosophy, unchanged and proven since 2000, has allowed us to build a robust and consistent track record.

  • Offering the most suitable solutions

    We carry out a precise assessment of each investor's situation and analyse their expectations to define the best and most effective solution.
    For actively managed solutions, the programme adjusts the hedging level according to market developments.

  • Solutions applicable to different asset classes

    ​In an environment of internationalisation, exchange risk management is becoming increasingly essential. It is also an area for specialists. To meet every client's needs, the Group offers customised solutions on different underlyings: currencies, precious metals, indices or equities.

Need more information?

Contact us

Edmond de Rothschild Asset Management (Luxembourg)
20 Boulevard Emmanuel Servais
L-2535 Luxembourg

+352 24 88 1