FOR: RETIREMENT ASSET MANAGERS, PLAN SPONSORS, RETIREMENT INVESTMENT CONSULTANTS
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FOCUS : DEFINED CONTRIBUTION PLANS, DEFINED BENEFIT PLANS, QUALIFIED ASSETS

ANALYTICS AND SOLUTION FOR INCOME FROM EQUITY

Hedgeness offers Asset Managers unique tools to evaluate and manage equity holdings from an income withdrawal perspective combined with current derivatives market data.

Each offering has a wide array of analytics capabilities to run de-accumulation what-if scenarios on current and proposed equity portfolios, and is powered by our proprietary Hedgeness Income Engine™.

COLLABORATIVE INCOME SOLUTION​

Collaborative Income Solution supports Asset Managers in managing portfolios with equity exposure that are distributing, or close to distributing income.

The Solution is built on a SaaS platform that facilitates automated introduction and provision of ongoing execution of derivatives to hedge the equity part of an existing portfolio to continuously provide a desired income stream.
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EQUITY PORTFOLIO I.Q.

Leverage the Hedgeness Income Engine™ to analyze existing equity portfolios for customized income needs and evaluate proposed portfolios or managers. 

Benchmark against market indices to understand the relative risk-reward of an equity portfolio with proprietary income measures.

Generate real-time, data-driven what-if analysis and research for income derived from equity portion of portfolio using different withdrawal rates, inflation rates, and return scenarios among other levers.​

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DEMO & PRICING