Multi-Asset & Overlay
Overlay and completion mandates — currency hedging, duration and equity overlays, and outsourced multi-asset solutions.
We currently map 8 vendors in multi-asset & overlay within portfolio construction, 7 with detailed profiles covering funding, size, and positioning. The landscape below shows who leads, who challenges, and how each platform approaches the problem.
From sleeves to overlays
Overlay management — currency hedging, duration and cash equitisation — separates institutional platforms from retail ones. Few wealth systems model a derivative overlay at all.
Quick quiz
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The top software vendors firms use here, and the features those tools actually ship.
Market landscape
Also covers this
These platforms are catalogued elsewhere but ship multi-asset & overlay as part of the product — worth seeing when you shortlist.
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