Numerix Leads the Way in Credit Risk Management, According to Chartis Research
Effective credit risk management isn’t just about meeting regulatory demands; it’s a powerful tool for gaining a competitive edge in today’s dynamic financial landscape. In recognition of this, we are proud to share that Numerix has been named a leading technology provider in the recent report: Chartis Credit Risk Management Solutions, 2025 Quadrant Update.
Chartis Research, a leading provider of independent research and analysis on risk technology, has awarded Numerix Category Leader status across five key areas: Traded Credit, Market-Linked Credit, Credit Curves, Credit Portfolio Management (CPM), and Collateralized Loan Obligations (CLOs).
Delivering Value Across the Credit Risk Lifecycle
Credit risk management today spans far beyond traditional risk controls and static reporting. As financial institutions face growing regulatory pressures and increased complexity in global markets, the demand for real-time, data-driven, and highly adaptable solutions is accelerating. Chartis’ 2025 report highlights this shift, emphasizing the importance of integrated platforms that support end-to-end credit workflows, from initial exposure assessment to advanced scenario modeling and real-time portfolio monitoring.
Numerix’s recognition across five distinct credit categories reflects its success in meeting this evolving market demand. With flexible, cloud-ready architecture, Numerix delivers comprehensive capabilities across trading and banking books, enabling institutions to model credit exposures, optimize capital usage, and monitor portfolio risks with speed and precision.
“By offering a comprehensive, real-time suite of credit risk and analytics solutions, Numerix continues to demonstrate consistent category leader status,” remarked Anish Shah, Research Director at Chartis.
A Closer Look at the Award-Winning Capabilities
Chartis’ 2025 Quadrant Report highlights the specific areas where Numerix excels, showcasing the breadth and depth of our credit risk solutions. Below is a closer look at the key categories where we stood out.
1. Traded Credit
Numerix received high marks in this category for its ability to support complex instruments such as corporate bonds, commercial mortgage-backed securities (CMBS), CLOs, and convertible securities. These traded products sit at the intersection of market, credit, and liquidity risk—and require sophisticated analytics to price, hedge, and manage exposures in real-time.
2. Market-Linked Credit
With advanced support for credit valuation adjustment (CVA), potential future exposure (PFE) and expected future exposure (EFE) calculations, Numerix delivers critical functionality for institutions exposed to counterparty credit risk in derivatives and structured finance. Specifically, Numerix Oneview provides real-time exposure calculations and scenario analysis, helping users manage risk and meet regulatory demands with confidence.
3. Credit Curves
Numerix was also recognized for its ability to generate and manage credit spread curves, a foundational tool for providing market insights related to default risk. Our robust curve-building framework empowers institutions to calibrate models to live market data and stress test curve dynamics under different scenarios.
4. Credit Portfolio Management (CPM)
Chartis recognized Numerix for its role in enabling portfolio-level oversight. Our offerings for CPM consolidate exposures across asset classes and instruments, offering actionable insights for credit capital planning, limit monitoring, and early warning detection. Numerix enables a 360-degree view of credit health with real-time analytics and predictive indicators.
5. Collateralized Loan Obligations (CLOs)
As a leading provider in the CLO space, Numerix supports clients with powerful valuation and risk tools tailored for structured credit products. As such, Numerix earned best-of-breed recognition, underscoring its specialized capabilities in CLO analytics and reporting.
Why Numerix Stands Out
According to Chartis’ scoring framework, vendors that lead across multiple quadrants typically demonstrate characteristics including (but not limited to):
- Advanced platform and product capabilities
- Comprehensive credit risk coverage for various asset classes, including scenario analysis and stress testing
- Dynamic credit risk modeling frameworks that support the entire credit risk lifecycle
- Seamless workflow and systems integration
- Portfolio-level optimization via real-time analytics
Numerix checked all the relevant boxes, offering high performance in key dimensions such as analytical depth, ease of integration, and scalability. Our real-time architecture enables firms to process high volumes of complex calculations rapidly and accurately– supporting everything from daily risk reporting to live intraday monitoring.
Looking Ahead: Credit Risk Innovation for 2025 and Beyond
As the financial landscape shifts, Chartis anticipates continued vendor investment in cloud-native platforms, AI/ML-powered decisioning, and real-time portfolio risk intelligence. Numerix is well-positioned to lead this next wave of innovation.
From digital transformation strategies to advanced analytics, Numerix is equipping risk teams with the tools they need to succeed in today’s dynamic market environment.
Access the Full Chartis Report
To explore the detailed analysis behind Numerix’s positioning and learn more about emerging trends in credit risk management, download your complimentary copy of the Credit Risk Management Solutions, 2025 Quadrant Update.
