Flex Portfolio Solutions
Energy trading, made easy
Flex Portfolio Solutions is our new offering for energy trading on the wholesale market. It has been designed to give you the flexibility you need, and to offer a level of support that suits your expertise, time constraints and internal resources.
The benefits for your business
We understand that as a corporate business, you have complex energy needs that require full flexibility and bespoke support. That’s why we’ve given you the chance to choose how you make your hedging decisions and how much support you wish to receive. With an offer that adapts to your needs and a reliable, dedicated expert by your side, you can make the most of your internal resources, stay in control of your hedging strategy, save time, and maximise your ROI.
Flex Portfolio Solutions is available for gas and power customers on our Flex Streamline, Fast Flex, Flex Innovate or MultiPurchase contracts.
If you’d like to know more about the benefits of Flex Portfolio Solutions for corporate businesses, our team will be happy to answer your questions.
Adalta Energy always finds the Optimisation Desk to be professional, knowledgeable, and efficient. The price transparency and price quality provided by the Desk is second to none and is a true differentiator between suppliers.
How it works
Flex Portfolio Solutions allows you to choose between three trading options, which indicate whether you want to hedge independently, or prefer to delegate, within predefined limits, some or all of the hedging decisions, based on calculated risk assessments, to a dedicated Portfolio Manager.
You can also choose between three support levels, which refer to the extent and frequency of the support you might want to receive – from a few pointers on the market’s fluctuations, to daily updates and regular check-in calls.
During the whole process, you can take advantage of the expertise of our award winning optimisation desk. This is a specialist, dedicated expert team who can offer market know-how and guidance to help you manage your energy position and spot opportunities. The team will provide market intelligence and risk management, as well as help you define and review a successful hedging strategy.
Learn how Flex Portfolio Solutions helped Metroline move to a fully flexible contract to better manage their volume risk exposure.
Trading Options
You can select to trade independently or to delegate, within predefined limits, some or all of the decision making process to your dedicated Portfolio Manager. You are free to choose the option you prefer, but we advise that you base your decision on your expertise, time and internal resources.
If you have any questions or doubts about your requirements, our team will be happy to help.
Nominated
A dedicated Portfolio Manager will hedge your position, based on calculated risk assessments, in line with a pre-agreed strategy
- Strategy consultation
- Strategy design service
- Securing volume for your flex contract is only done within the bounds of time/volume channels
Suggested if you:
- don’t have the time or expertise to make your own hedging decisions
- want expert help to create an individual hedging strategy
- prefer to authorise our dedicated team of market experts to hedge within your predefined limits to mitigate risk exposures
Advisory
A dedicated Portfolio Manager will oversee your hedging strategy
- Strategy consultation
- Strategy design service
- You will be asked for approval before each hedging decision
- You can override the Portfolio Manager’s strategy and decisions at any time
Suggested if you:
- have a good understanding of the energy market
- don’t have enough time to make your own hedging decisions
- want expert help to create an individual hedging strategy
- choose to delegate some decisions to energy market experts while retaining control of budget/decisions
- want to use your understanding of the energy market to inform the hedging strategy
Consult
You have full control of budget and trading decisions
- Strategy consultation
- Strategy design service
- Full Optimisation Desk offering
Suggested if you:
- have a comprehensive understanding of the energy market
- want expert input to create an individual hedging strategy
- need full control of budget/decisions
- don’t have time to constantly monitor the market, but want to be informed of key market intelligence to help you decide when is the best time to secure your volume
- want to use your understanding of the energy market to inform the strategy and hedge successfully
Support Levels
You can select the extent and frequency of the support you will receive, from minimal to comprehensive. You can choose the level you prefer regardless of the trading option you selected. For example, you can choose to hedge independently with minimal support, or choose to hedge independently with daily market reports and bespoke services.
Silver | Gold | Platinum | |
---|---|---|---|
Dedicated Portfolio Manager | ✔ | ✔ | ✔ |
Risk Navigator access | ✔ | ✔ | ✔ |
Strategy consultation and design | ✔ | ✔ | ✔ |
Market calls | 1/ Month | 2/ Month | Weekly |
Performance reports | Quarterly | Quarterly | Monthly |
Risk and hedging review | 1 a year | 2 a year | 4 a year |
Daily market reports | ✘ | Via email, including Outlook* | Via email, including Outlook* |
Weekly position and value at risk reports | ✘ | ✔ | ✔ |
Bespoke reporting/services | ✘ | ✘ | ✔ |
Which support level is right for you?
Silver
- know the energy market well enough to hedge successfully with minimal support
- want to stay up to date with key energy market trends, without too many calls and notifications
- want risk management tools you can consult on your own, at any time
- need tools to review your strategy
Gold
- need a moderate level of support and advice to hedge successfully
- like to be fully informed of the market's fluctuations, ideally with daily updates
- need tools to frequently monitor risk, including tools you can use on your own, at any time
- need tools to frequently review your strategy
Platinum
- wish to receive the highest level of support to minimise risk and hedge successfully
- need daily reports with the latest market information, and frequent in-depth market updates
- need tools to frequently monitor risk, including tools you can use on your own, at any time
- need tools to frequently review your strategy
- have complex energy needs and need to monitor specific parameters through bespoke services
How to get started
If you want to enter the energy trading market and like the flexibility of our Flex Portfolio Solutions offering, contact our team today.
Please note that all the product options are subject to our terms and conditions and the options do not include financial advice.
Due to the fact that energy markets fluctuate on a daily and intraday basis, no guarantee can be made that the best prices will be delivered, but the options available may help customers to plan, mitigate their risk exposure, and optimise their outcomes.