Apex Group and Numerix Deliver Advanced Market Risk Analytics Within RiskMonitor

Apex Group Ltd ("Apex Group"), a global financial services provider with over $3.5 trillion in assets serviced, and Numerix today announced the go-live of advanced market risk analytics within RiskMonitor, Apex Group's end-to-end risk reporting platform for the buy-side. The integration combines Numerix's institutional-grade cross-asset analytics engine with Apex Group's independent valuation services, delivering a unified platform for complex portfolio analysis and reporting. 

This milestone builds on the strategic partnership announced in March 2025, bringing together Apex Group’s global servicing capabilities and Numerix’s quantitative analytics to address the growing complexity of buy-side risk management. 

The first capability to go live is a Historical Value-at-Risk (VaR) solution based on full revaluation, enabling firms to reprice each position under historical market scenarios across OTC derivatives, structured products, and other complex assets. This approach provides greater transparency and accuracy than approximation-based methods, particularly for non-linear instruments. 

Ian Hubert, Director at Apex Group, said: 

"Our clients increasingly demand integrated solutions that combine valuation, risk analytics, and reporting without adding operational complexity. This integration delivers exactly that, helping asset managers strengthen risk oversight more efficiently." 

Tom Lin, Chief Revenue Officer at Numerix, added: 

"By embedding Numerix analytics within RiskMonitor, we are bringing institutional-grade risk methodologies directly into buy-side operational workflows. This partnership enables firms to analyze their most complex instruments with the depth, accuracy, and transparency required in today's environment." 

With the integration now live, RiskMonitor clients benefit from: 

• A single platform for independent valuation and advanced risk analytics across multiple asset classes 
• Enhanced transparency into risk and valuation methodologies, supporting stronger governance and regulatory compliance 
• Improved ability to manage increasingly complex portfolios of OTC derivatives and structured products 

The Historical VaR module is the first in a planned series of enhancements that will expand instrument coverage and further strengthen valuation and risk capabilities. The roadmap will deliver continued improvements in analytics depth, model transparency, and cross-asset consistency within a unified platform. 

About Apex Group 

Apex Group is dedicated to driving positive change in financial services while supporting the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the industry through its investment in innovation and talent. Today, Apex Group sets the pace in fund and asset servicing and stands out for its unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals.    

Apex Group leads the industry with a broad and unmatched range of services, including capital raising, business and corporate management, fund and investor administration, portfolio and investment administration, ESG, capital markets and transactions support, as well as digital and AI solutions. These services are tailored to each client and are delivered both at the Group level and via specialist subsidiary brands. 

The Apex Foundation, a not-for-profit entity, is the Group’s passionate commitment to empower sustainable change.  

For more information, visit www.apexgroup.com. 

About Numerix 

Since its founding in 1996, Numerix has been at the vanguard of financial technology, providing groundbreaking expertise, quantitative analytics, and software that redefines pricing and risk management in the financial markets. With the strategic acquisitions of FINCAD, Kynex, and PolyPaths, Numerix has further strengthened its leadership position, empowering financial institutions worldwide to transform risk into opportunities with confidence.     

Numerix is headquartered in New York City, with offices around the world in major financial centers that allow immediate access to the latest trends, innovations, and thought leaders in the industry. This extensive network across the Americas, EMEA, and Asia-Pacific enables Numerix to offer localized support and services to its diverse clientele while drawing on global insights and expertise.   

For more information, visit www.numerix.com.