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Private Equity Sponsors Can Now Manage Hedgeable Exposures Across Entire Portfolio
NATURAL RESOURCES | MANUFACTURING | TRANSPORTATION | CORPORATES
Industries / Private Equity

One source of truth for managing commodity and rate exposures

 

Private equity firms are often challenged to gather commodity price and rate risk exposures from portfolio companies in a timely manner. As markets move, this information delay causes missed opportunities and degraded returns. Having up-to-date information across portfolio companies on a single platform creates a significant advantage.  

AEGIS captures exposures and related hedges in a single platform, allowing private equity sponsors to see the exposures of a single portfolio company or aggregated across the portfolio. With this information easily accessible, AEGIS can also help manage these exposures in real-time through objective market views, customized hedge strategies, proactive portfolio monitoring, cost-effective trade execution, and back-office support.

Common hedgeable exposures for private equity portfolios include: 

Crude Oil

Natural Gas

NGLs

Refined Products

Interest Rates

Foreign Exchange

Metals

Agriculture
Risk Management as a Differentiator

While a preconception may exist that risk analysis is solely about avoiding worst-case scenarios, it's also an inhibitor to recognizing the upside potential of a more quantifiable approach. Learn how we help private equity firms mitigate the impact of market fluctuations.

Ask Us How →
Interest Rate / FX Risk Management

AEGIS partners with private equity firms to mitigate interest rate and foreign exchange risk, identify portfolio commodity exposures, and protect their investment. See how one of our private equity clients was able to protect their investment portfolio.

Contact Our Team →

We help private equity firms create value with advanced data and analytics to protect your investments

Let's Start the Conversation

Protect your ROI from the impacts of market fluctuations.


See how our team created a Customized Hedge Program for a Private Equity Firm to stabilize cash flow for their portfolio companies with a fully integrated approach to hedging. 

Read Success Story

 

 

 

Solutions

AEGIS integrates all hedging activities into
one connected experience.

 

Research

Exclusive insights delivering clarity on the factors driving prices to support smart hedging decisions.

Expert powered. Custom analysis on-demand.

What's Included?

Research

  • Daily market looks and alerts
  • Forward and settled pricing curves
  • Key factors driving pricing
  • Latest trading trends and recommendations
  • Proprietary hedge benchmarking
  • Client-only webcasts

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Trade

Tailored hedge recommendations coupled with efficient hedge execution upon your approval.

In the market. All the time.

What's Included?

Trade

  • Continuous hedge strategy evaluation
  • Proactive trading recommendations
  • Position and structure modeling
  • Market-leading online execution
  • Full access to trade history and analytics
  • Counterparty introduction and management

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Manage

SOC-certified operations enabling full hedge portfolio visibility, analytics, reporting, and compliance.

Back-office simplified. Continuous support.

What's Included?

Manage

  • Real-time hedge tracking and visualization
  • Accurate sensitivity-enabled valuations
  • Trade confirmation and settlement workflow
  • Alerts and proactive discrepancy resolution
  • Track lender and internal hedge restrictions
  • Secure position, data, and document storage

Close

No Implementation Fee

No Implementation Fees

Live in 24 hours

Live in 24 Hours

Robust Cybersecurity

Robust Cybersecurity

Cloud-based Technology

Cloud-Based Technology

Expertise

Expertise Included

 

AEGIS offers unmatched SaaS technology and hedging advisory expertise to protect your investment portfolios. 

Learn More

Insights

Our market research offers a clear perspective with actionable insights.

Rates
Interest Rates Dashboard - Week Ending January 28
January 28, 2022
Oil & Gas
Hedge Settlements Are Affected by Jan 27 Settlement-Day Rally in Gas
January 28, 2022
Oil
Natural-Gas Fired Power Generation to Fall in 2022
December 10, 2021
Refined Products
Jet and Diesel Consumers: Could Prices Be Much Higher in 2022?
October 14, 2021
See More Insights
Differentiators

AEGIS is the recognized industry leader because of our:

Technology

Unmatched Technology

We leverage technology to distribute information, improve execution, assess scenarios, and deliver actionable insights through web and mobile apps. And our investment is ongoing.
Graph

Best Execution

We tailor recommendations to specific budgets, underwriting, lender covenants, and investor objectives – and partner with over 40 counterparties to arrive at fair value.
Insight

Unique Insight

The scale of our platform, a team dedicated to studying global commodity and rate markets, and an unmatched client base allow us to offer a unique perspective.
Focus

Complete Focus

It would be easy to pursue compromising activities and fee structures. We are 100% focused on capital and cash flow protection through fixed-fee contracts. No conflicts. Ever.

 300+

Entities

40+

Counterparties

75+

Sponsors and Lenders

5x Global Leader as Hedging Advisory Firm
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