analyst report Numerix Tops Chartis Rankings for Credit Risk Excellence Read more about Numerix Tops Chartis Rankings for Credit Risk Excellence
webinar Master Variance & Dispersion Trades with Numerix CrossAsset Read more about Master Variance & Dispersion Trades with Numerix CrossAsset
analyst report Numerix Tops Chartis Rankings for Credit Risk Excellence Read more about Numerix Tops Chartis Rankings for Credit Risk Excellence
webinar Master Variance & Dispersion Trades with Numerix CrossAsset Read more about Master Variance & Dispersion Trades with Numerix CrossAsset
analyst report Numerix Tops Chartis Rankings for Credit Risk Excellence Read more about Numerix Tops Chartis Rankings for Credit Risk Excellence
webinar Master Variance & Dispersion Trades with Numerix CrossAsset Read more about Master Variance & Dispersion Trades with Numerix CrossAsset
analyst report Numerix Tops Chartis Rankings for Credit Risk Excellence Read more about Numerix Tops Chartis Rankings for Credit Risk Excellence
webinar Master Variance & Dispersion Trades with Numerix CrossAsset Read more about Master Variance & Dispersion Trades with Numerix CrossAsset
analyst report Numerix Tops Chartis Rankings for Credit Risk Excellence Read more about Numerix Tops Chartis Rankings for Credit Risk Excellence
webinar Master Variance & Dispersion Trades with Numerix CrossAsset Read more about Master Variance & Dispersion Trades with Numerix CrossAsset
analyst report Numerix Tops Chartis Rankings for Credit Risk Excellence Read more about Numerix Tops Chartis Rankings for Credit Risk Excellence
webinar Master Variance & Dispersion Trades with Numerix CrossAsset Read more about Master Variance & Dispersion Trades with Numerix CrossAsset
analyst report Numerix Tops Chartis Rankings for Credit Risk Excellence Read more about Numerix Tops Chartis Rankings for Credit Risk Excellence
webinar Master Variance & Dispersion Trades with Numerix CrossAsset Read more about Master Variance & Dispersion Trades with Numerix CrossAsset
analyst report Numerix Tops Chartis Rankings for Credit Risk Excellence Read more about Numerix Tops Chartis Rankings for Credit Risk Excellence
webinar Master Variance & Dispersion Trades with Numerix CrossAsset Read more about Master Variance & Dispersion Trades with Numerix CrossAsset
Resources Filter by Type All Resources Publications Webinars Case Studies Videos Podcasts Who We ServeMarket RiskQuantitative Research & DevelopmentSalesSoftware DevelopmentSoftware VendorsValuationsAccountingActuariesConsultingCounterparty Credit RiskIT & InfrastructureStructuringAudit/AdvisoryModel ValidationRegulationsTradingCollateral ManagementPortfolio ManagementXVA DeskFront Office & TradingRisk ManagementBack Offices & OperationsQuant & ActuariesTechnology & DevelopmentFinTech & Consultants What We OfferDevelopment PlatformExoticsValuationGraph FrameworkMarket RiskVanilla DerivativesFixed Income & Structured FinanceXVA & Counterparty RiskOTC TradingStructured Finance Trading & RiskBanking Asset Liability ManagementDerivatives & Fixed Income AnalyticsFront-to-Risk ApplicationsCapital Markets Development Platform blog Celebrating Numerix’s Award Winnning Momentum in 2025 At Numerix, we're proud to be honored with multiple industry awards that underscore our commitment to innovation, performance, and client-centricity. Here’s a look at our award-winning momentum in 2025—and what it means for the clients and markets we serve. Read Blog blog Asia’s Thriving Structured Products Market: Advanced Strategies for Pricing and Risk Asia’s structured products market is booming—but complexity is rising too. Our blog breaks down key insights from our webinar on pricing, risk, and how Numerix helps firms stay ahead in this landscape. Read Blog case study Driving Excellence in XVA: MuniFin’s Strategic Integration of Numerix Oneview Discover how Munifin introduced advanced XVA capabilities and automated valuation workflows by strategically integrating Numerix Oneview into its risk infrastructure. View case study podcast Trust, Regulation, and the Rise of Crypto Banking In this episode, host Jim Jockle is joined by Pavel Jakovlev, Head of Product Innovation & Growth at AMINA, one of the world’s only fully regulated crypto-native banks. Listen to podcast blog Navigating an Expanding Convertibles Market with Precise Risk Tools Global convertible bond markets are gaining momentum, with rising Asia-Pacific issuance and increased investor interest. In this market, precise risk management is key. Explore the drivers of issuance and advanced analytics in our blog. Read Blog webinar Cutting-Edge Convertible Bond Analytics: Kynex Live Demo Join Joseph O’Reilly of Numerix as he provides a live demo of Kynex’s end-to-end convertible workflows – from new issuance pricing to trade execution – to showcase how Kynex helps convertible traders uncover alpha and manage risk. Register Now podcast Reimagining Investor Engagement Through Agentic AI In this episode, host Jim Jockle chats with Chris Cummings, Chief Strategy Officer at InvestorFlow, about how this next wave of automation is changing the game for private market firms. Listen to podcast webinar How Systematic Trading Strategies are Reshaping Fixed Income Join our special guest Kevin McPartland of Crisil Coalition Greenwich for an interview with Numerix’s SVP of Marketing & Market Research, Greg Murray, where they will discuss why and how systematic trading has grown in the fixed income markets and where it’s headed. Register Now blog Numerix’s Loveness Rusike Named Financial Technology Leader of the Year by FTF News We’re thrilled to celebrate Loveness Rusike, Numerix SVP, Global Head of Professional Services — named Financial Technology Leader of the Year by FTF News. Learn about her remarkable career journey in our blog. Read Blog Subscribe to our monthly newsletter to get exclusive resources from Numerix. Marketo assets failed to be loaded newsletter June Newsletter 2025 Thinking Derivatively | June 2025 | In this Issue | Rise of Systematic Trading, Revolutionizing Model Validation, MBS Trading Goes Electronic and FX TARNS Trading 101 Read newsletter case study Video: How Numerix Transformed a Client’s ALM and Risk Strategy Learn how a Numerix PolyPaths client transformed risk into a strategic advantage, laying the groundwork for daily valuations, advanced ALM, and enterprise scalability with limited resources. View case study podcast The Potential Future of Portfolio Management with Agentic AI In this episode, host Jim Jockle is joined by Rajiv Bhat, CEO and Co-Founder of Martini.ai, to explore how AI-powered scenario modeling is transforming credit risk management. Listen to podcast webinar Revolutionize Model Validation with NxCore Workspaces Join Xiyu Zhang, Financial Implementation Engineer at Numerix for a webinar where she will showcase the powerful features of NxCore Workspaces and its role in revolutionizing model validation workflows. Register Now blog Introduction to FX TARNs: Overview, Benefits and Real-World Applications Discover how FX TARNs combine yield enhancement, strategic hedging, and built-in risk controls to help investors navigate today’s volatile currency markets. Read Blog podcast Blockchain Capital Markets Transformation with Laurent Benayoun In this episode, Jim Jockle and Emily Drooby sit down with Laurent Benayoun, CEO at Acheron Trading, to unpack how blockchain is driving real-world change in institutional finance. Listen to podcast podcast How Interval Funds Are Opening Private Markets to Everyone In this episode, Kimberly Ann Flynn, President of XA Investments, joins host Jim Jockle to explore how interval funds and fintech innovation are unlocking access to private equity, private credit, and real asset strategies for everyday investors. Listen to podcast blog The Shift to Electronic Trading in the MBS Market: Trends, Challenges, and Opportunities Explore how the transition to electronic trading is transforming the mortgage-backed securities (MBS) market in our latest blog. Read Blog newsletter May Newsletter 2025 Thinking Derivatively | May 2025 | In this Issue | Scenario Analysis for Convertible Bonds, Demystifying FX TARNs, How Fortitude Re uses Numerix and Asia’s Structured Products Boom Read newsletter Pagination First page « First Previous page Previous Page 1 Page 2 Page 3 Current page 4 Page 5 Page 6 Page 7 Page 8 Page 9 … Next page Next Last page Last » Who We ServeMarket RiskQuantitative Research & DevelopmentSalesSoftware DevelopmentSoftware VendorsValuationsAccountingActuariesConsultingCounterparty Credit RiskIT & InfrastructureStructuringAudit/AdvisoryModel ValidationRegulationsTradingCollateral ManagementPortfolio ManagementXVA DeskFront Office & TradingRisk ManagementBack Offices & OperationsQuant & ActuariesTechnology & DevelopmentFinTech & Consultants What We OfferDevelopment PlatformExoticsValuationGraph FrameworkMarket RiskVanilla DerivativesFixed Income & Structured FinanceXVA & Counterparty RiskOTC TradingStructured Finance Trading & RiskBanking Asset Liability ManagementDerivatives & Fixed Income AnalyticsFront-to-Risk ApplicationsCapital Markets Development Platform Content type All Publications Analyst report Article Blog post Journal issue Newsletter Quantitative research White paper blog 5 Key Highlights from the 2025 Life Insurance & Annuities Conference From advanced product offerings to AI-powered personalization, the insurance industry is evolving. Our blog provides five key insights from the 2025 Life Insurance & Annuities Conference. Read Blog white paper Global Q1 2025 Convertibles Issuance: Key Trends and Insights The global convertibles market is experiencing record growth in select sectors and regions, offering unique opportunities for market participants. Read white paper blog Now Accepting Applications: Numerix’s 2025 Women in Finance Scholarship Today we begin accepting applications for our 2025 Women in Finance Scholarship, as part of our ongoing commitment to empowering the next generation of female finance leaders. Read Blog blog The Future of Spreadsheets in Finance: A Market Practitioners’ Debate For decades, spreadsheets like Excel have been indispensable in financial workflows. But as risk, data complexity, and regulatory demands grow, are they still the best tool? We discuss this controversial topic in our blog. Read Blog newsletter March Newsletter 2025 Thinking Derivatively | March 2025 | In this Issue | Rise of Convertible Bonds in Taiwan, Are Spreadsheets Dead?, Benefits & Risks of MSRs and Top Takeaways from SFVegas Read newsletter blog Tracking the Surge in Taiwan’s Convertible Bond (CB) Market Did you know Taiwan’s convertible bond (CB) market is becoming one of the fastest-growing segments in the Asia-Pacific region? This dynamic market is a must-watch for issuers, hedge funds, and traders alike. Our infographic breaks it all down visually. Read Blog blog 5 Top Takeaways from SFVegas 2025 Numerix team members recently attended SFVegas 2025, the premier event for the structured finance community. In today’s blog we share 5 key takeaways from this enlightening event. Read Blog blog Looking Inside the Investment Certificate Market, with Case Study Insights from Intesa Sanpaolo In this blog, we explore the investment certificate market and give case study insights on how Intesa Sanpaolo uses Numerix analytics to model these unique instrument types. Read Blog white paper Taiwan’s Convertible Bond Market: A Rising Force in Asia This white paper offers insight on the key trends shaping Taiwan’s convertible bond market, sectoral dynamics, and opportunities for investors and issuers alike. Read white paper Subscribe to our monthly newsletter to get exclusive resources from Numerix. Marketo assets failed to be loaded blog Mortgage Servicing Rights (MSRs): A Promising Opportunity Area for Investors? Looking for income-generating assets with diversification benefits? Mortgage Servicing Rights (MSRs) offer steady cash flow, interest rate hedging, and portfolio diversification. Read Blog newsletter February Newsletter 2025 Thinking Derivatively | February 2025 | In this Issue | Regulatory Uncertainty in 2025, Growth of Systemic Credit Trading, Impact of DORA, Trends in 0DTE Options Read newsletter blog Staying Ahead in an Evolving Regulatory Landscape What can we expect of the regulatory landscape as we move further into 2025? Our blog evaluates current requirements and the impact of regulatory uncertainty moving forward. Read Blog white paper Bond E-Trading, ETFs and Real-Time Analytics Fuel Growth of Systematic Credit Trading Hedge funds are turning to systematic credit trading to spot mispricings and unlock new opportunities in the market. Our whitepaper offers insight into this intriguing area of finance. Read white paper white paper Navigating Regulatory Uncertainty in 2025 Coping with stringent regulations like MiFIR and FRTB, and shifting U.S. policies, means firms must remain agile. Our white paper offers proven strategies for navigating regulatory complexity. Read white paper blog What the DORA Regulation Means for Financial Institutions in 2025 DORA is here—Is your firm prepared? The EU’s Digital Operational Resilience Act (DORA) is now in effect, transforming cybersecurity and third-party risk management. Our blog explores DORA’s impact on financial institutions. Read Blog blog Zero-day options (0DTE) Start 2025 Off with a Bang Zero-day options (0DTE) are having their moment. In the fourth quarter of 2024, 0DTE options on the S&P 500 Index became the most traded, surpassing all other expiration dates combined. In today’s blog we provide access to our top resources surrounding 0DTE options trading and risk. Read Blog newsletter January Newsletter 2025 Thinking Derivatively | January 2025 | In this Issue | Capital Markets Trends for 2025, Coping with Market Volatility, Numerix Secures 27 Awards Read newsletter blog Key Capital Markets Trends to Watch in 2025 As we move deeper into 2025, what trends are likely to be at the forefront, shaping the capital markets? Satyam Kancharla, Executive VP and Chief Product Officer at Numerix, addresses this question and opines on how changing market dynamics will impact analytics requirements. Read Blog Pagination First page « First Previous page Previous Page 1 Page 2 Page 3 Current page 4 Page 5 Page 6 Page 7 Page 8 Page 9 … Next page Next Last page Last » Who We ServeMarket RiskQuantitative Research & DevelopmentSalesSoftware DevelopmentSoftware VendorsValuationsAccountingActuariesConsultingCounterparty Credit RiskIT & InfrastructureStructuringAudit/AdvisoryModel ValidationRegulationsTradingCollateral ManagementPortfolio ManagementXVA DeskFront Office & TradingRisk ManagementBack Offices & OperationsQuant & ActuariesTechnology & DevelopmentFinTech & Consultants What We OfferDevelopment PlatformExoticsValuationGraph FrameworkMarket RiskVanilla DerivativesFixed Income & Structured FinanceXVA & Counterparty RiskOTC TradingStructured Finance Trading & RiskBanking Asset Liability ManagementDerivatives & Fixed Income AnalyticsFront-to-Risk ApplicationsCapital Markets Development Platform webinar Machine Learning for Market Data Anomaly Detection & Gap Filling Presenters share how Machine Learning can be utilized to improve the quality of historical data for market risk calculations. Register Now webinar Turbo-charging XVA Greek Calculations Learn about Numerix’s latest innovation in its XVA engine to support high-speed XVA Greek calculations. Register Now webinar Risk.net | XVAs and Counterparty Credit Risk for an Energy Market in Crisis In November 2022, Risk.net hosted a panel discussion with five industry experts where they discussed the complexities of valuation adjustments and counterparty credit risk modelling for firms grappling with the European energy market crisis. Register Now webinar NxCore Cloud in Action: Examples of Capital Market Apps & How They Were Built See examples of capital markets apps built with NxCore Cloud and understand the thinking behind them, to inspire you to build your own. Register Now webinar Portfolio Management Using Advanced Market & Credit Simulations Learn how scenario generation and asset projection tools can be used to drive strategic asset allocation decisions. Register Now webinar Modernizing Risk Management Technology: Has the Game Changed? How are sell-side firms around the world dealing with current macroeconomic and geopolitical risks? Register Now webinar Practical Implementation of a Quantitative Platform for Risk & Valuation Analytics In this series, we interview Philippe Hatstadt, Chief Risk Officer (CRO) from Exos Financial, about what it takes to successfully build and utilize a risk system, as well as common pitfalls to avoid. Register Now webinar Inside Numerix’s R&D: How & Why We Built a Cloud-Native Compute Engine Discover how Numerix shifted Oneview, its flagship software, to a cloud-native architecture and the benefits this provides to users. Register Now webinar Build Capital Market Apps Faster with NxCore Cloud Find out how NxCore - the next-generation development platform creates value for development teams – and their end-users. Register Now Subscribe to our monthly newsletter to get exclusive resources from Numerix. Marketo assets failed to be loaded webinar Derivative Insider Webinar Series: Cautionary Insights on Software Development In this webinar we discuss some troubling trends observed in software development, and how firms can address them before they cause serious problems. One topic in particular – development of proprietary systems using open-source code – h Register Now webinar The Final Stretch: Outstanding Issues in Non-linear RFR Derivatives In this Risk.net webinar a panel of industry experts discuss the key issues and challenges market participants face regarding the volatility, valuation, pricing, liquidity and hedging of non-linear derivatives such as options, caps and floors. Register Now webinar LIBOR Transition Update: RFR Adoption So Far, & How Numerix Analytics Can Help Find out how new Risk Free Rates (RFRs) have been adopted in derivatives markets around the globe, and learn how Numerix analytics can help firms price new RFR products, construct RFR curves, and build volatility surfaces. Register Now webinar Navigating SEC Rule 18f-4: Enhancing Derivatives Risk Management Programs Watch this webinar to gain a clear perspective on what actions must be take now to comply with the new regulation and gain an enhanced risk management approach for your derivatives operations. Register Now webinar To Cloud or Not to Cloud: Shifting Attitudes Around Cloud Adoption Paul Sinthunont, Strategic Advisor at Aite-Novarica Group unveil key findings from one-on-one interviews with key stakeholders across the financial services sector uncovering what’s driving—or holding back—cloud migration decisions for trading and risk management functions. Register Now webinar Estimating Cross-Model Correlations for CCR & XVA In this webinar, Numerix’s Andrew McClelland, SVP of Quantitative Research, shares detailed insights on Estimating Cross-Model Correlations for CCR & XVA. Register Now webinar Transforming Treasury and Derivatives management post Covid-19 In this webinar, Numerix and Risk.net, will examine new strategies to enhance your derivatives business and treasury management in the face of Covid-19, regulatory changes and counterparty risk. Register Now webinar Digitalisation of Derivatives Trading: Utilising Technology to Increase Profits In this webinar, learn how new technologies, such as AI and machine learning, can be leveraged to better manage several aspects of a derivatives business. Register Now webinar Deep Dive: Advances in Counterparty Credit Modelling in Energy Markets Numerix’s Andrew McClelland, SVP of Quantitative Research, addresses natural gas and electricity curves and the dynamics that complicate modelling, Register Now Pagination First page « First Previous page Previous Page 1 Page 2 Page 3 Current page 4 Page 5 Page 6 Page 7 Page 8 Page 9 Next page Next Last page Last » Who We ServeMarket RiskQuantitative Research & DevelopmentSalesSoftware DevelopmentSoftware VendorsValuationsAccountingActuariesConsultingCounterparty Credit RiskIT & InfrastructureStructuringAudit/AdvisoryModel ValidationRegulationsTradingCollateral ManagementPortfolio ManagementXVA DeskFront Office & TradingRisk ManagementBack Offices & OperationsQuant & ActuariesTechnology & DevelopmentFinTech & Consultants What We OfferDevelopment PlatformExoticsValuationGraph FrameworkMarket RiskVanilla DerivativesFixed Income & Structured FinanceXVA & Counterparty RiskOTC TradingStructured Finance Trading & RiskBanking Asset Liability ManagementDerivatives & Fixed Income AnalyticsFront-to-Risk ApplicationsCapital Markets Development Platform No resources found. Pagination First page « First Previous page Previous Page 1 Current page 2 Who We ServeMarket RiskQuantitative Research & DevelopmentSalesSoftware DevelopmentSoftware VendorsValuationsAccountingActuariesConsultingCounterparty Credit RiskIT & InfrastructureStructuringAudit/AdvisoryModel ValidationRegulationsTradingCollateral ManagementPortfolio ManagementXVA DeskFront Office & TradingRisk ManagementBack Offices & OperationsQuant & ActuariesTechnology & DevelopmentFinTech & Consultants What We OfferDevelopment PlatformExoticsValuationGraph FrameworkMarket RiskVanilla DerivativesFixed Income & Structured FinanceXVA & Counterparty RiskOTC TradingStructured Finance Trading & RiskBanking Asset Liability ManagementDerivatives & Fixed Income AnalyticsFront-to-Risk ApplicationsCapital Markets Development Platform No resources found. Who We ServeMarket RiskQuantitative Research & DevelopmentSalesSoftware DevelopmentSoftware VendorsValuationsAccountingActuariesConsultingCounterparty Credit RiskIT & InfrastructureStructuringAudit/AdvisoryModel ValidationRegulationsTradingCollateral ManagementPortfolio ManagementXVA DeskFront Office & TradingRisk ManagementBack Offices & OperationsQuant & ActuariesTechnology & DevelopmentFinTech & Consultants What We OfferDevelopment PlatformExoticsValuationGraph FrameworkMarket RiskVanilla DerivativesFixed Income & Structured FinanceXVA & Counterparty RiskOTC TradingStructured Finance Trading & RiskBanking Asset Liability ManagementDerivatives & Fixed Income AnalyticsFront-to-Risk ApplicationsCapital Markets Development Platform No resources found. Pagination First page « First Previous page Previous Page 1 Page 2 Current page 3
blog Celebrating Numerix’s Award Winnning Momentum in 2025 At Numerix, we're proud to be honored with multiple industry awards that underscore our commitment to innovation, performance, and client-centricity. Here’s a look at our award-winning momentum in 2025—and what it means for the clients and markets we serve. Read Blog
blog Asia’s Thriving Structured Products Market: Advanced Strategies for Pricing and Risk Asia’s structured products market is booming—but complexity is rising too. Our blog breaks down key insights from our webinar on pricing, risk, and how Numerix helps firms stay ahead in this landscape. Read Blog
case study Driving Excellence in XVA: MuniFin’s Strategic Integration of Numerix Oneview Discover how Munifin introduced advanced XVA capabilities and automated valuation workflows by strategically integrating Numerix Oneview into its risk infrastructure. View case study
podcast Trust, Regulation, and the Rise of Crypto Banking In this episode, host Jim Jockle is joined by Pavel Jakovlev, Head of Product Innovation & Growth at AMINA, one of the world’s only fully regulated crypto-native banks. Listen to podcast
blog Navigating an Expanding Convertibles Market with Precise Risk Tools Global convertible bond markets are gaining momentum, with rising Asia-Pacific issuance and increased investor interest. In this market, precise risk management is key. Explore the drivers of issuance and advanced analytics in our blog. Read Blog
webinar Cutting-Edge Convertible Bond Analytics: Kynex Live Demo Join Joseph O’Reilly of Numerix as he provides a live demo of Kynex’s end-to-end convertible workflows – from new issuance pricing to trade execution – to showcase how Kynex helps convertible traders uncover alpha and manage risk. Register Now
podcast Reimagining Investor Engagement Through Agentic AI In this episode, host Jim Jockle chats with Chris Cummings, Chief Strategy Officer at InvestorFlow, about how this next wave of automation is changing the game for private market firms. Listen to podcast
webinar How Systematic Trading Strategies are Reshaping Fixed Income Join our special guest Kevin McPartland of Crisil Coalition Greenwich for an interview with Numerix’s SVP of Marketing & Market Research, Greg Murray, where they will discuss why and how systematic trading has grown in the fixed income markets and where it’s headed. Register Now
blog Numerix’s Loveness Rusike Named Financial Technology Leader of the Year by FTF News We’re thrilled to celebrate Loveness Rusike, Numerix SVP, Global Head of Professional Services — named Financial Technology Leader of the Year by FTF News. Learn about her remarkable career journey in our blog. Read Blog
newsletter June Newsletter 2025 Thinking Derivatively | June 2025 | In this Issue | Rise of Systematic Trading, Revolutionizing Model Validation, MBS Trading Goes Electronic and FX TARNS Trading 101 Read newsletter
case study Video: How Numerix Transformed a Client’s ALM and Risk Strategy Learn how a Numerix PolyPaths client transformed risk into a strategic advantage, laying the groundwork for daily valuations, advanced ALM, and enterprise scalability with limited resources. View case study
podcast The Potential Future of Portfolio Management with Agentic AI In this episode, host Jim Jockle is joined by Rajiv Bhat, CEO and Co-Founder of Martini.ai, to explore how AI-powered scenario modeling is transforming credit risk management. Listen to podcast
webinar Revolutionize Model Validation with NxCore Workspaces Join Xiyu Zhang, Financial Implementation Engineer at Numerix for a webinar where she will showcase the powerful features of NxCore Workspaces and its role in revolutionizing model validation workflows. Register Now
blog Introduction to FX TARNs: Overview, Benefits and Real-World Applications Discover how FX TARNs combine yield enhancement, strategic hedging, and built-in risk controls to help investors navigate today’s volatile currency markets. Read Blog
podcast Blockchain Capital Markets Transformation with Laurent Benayoun In this episode, Jim Jockle and Emily Drooby sit down with Laurent Benayoun, CEO at Acheron Trading, to unpack how blockchain is driving real-world change in institutional finance. Listen to podcast
podcast How Interval Funds Are Opening Private Markets to Everyone In this episode, Kimberly Ann Flynn, President of XA Investments, joins host Jim Jockle to explore how interval funds and fintech innovation are unlocking access to private equity, private credit, and real asset strategies for everyday investors. Listen to podcast
blog The Shift to Electronic Trading in the MBS Market: Trends, Challenges, and Opportunities Explore how the transition to electronic trading is transforming the mortgage-backed securities (MBS) market in our latest blog. Read Blog
newsletter May Newsletter 2025 Thinking Derivatively | May 2025 | In this Issue | Scenario Analysis for Convertible Bonds, Demystifying FX TARNs, How Fortitude Re uses Numerix and Asia’s Structured Products Boom Read newsletter
blog 5 Key Highlights from the 2025 Life Insurance & Annuities Conference From advanced product offerings to AI-powered personalization, the insurance industry is evolving. Our blog provides five key insights from the 2025 Life Insurance & Annuities Conference. Read Blog
white paper Global Q1 2025 Convertibles Issuance: Key Trends and Insights The global convertibles market is experiencing record growth in select sectors and regions, offering unique opportunities for market participants. Read white paper
blog Now Accepting Applications: Numerix’s 2025 Women in Finance Scholarship Today we begin accepting applications for our 2025 Women in Finance Scholarship, as part of our ongoing commitment to empowering the next generation of female finance leaders. Read Blog
blog The Future of Spreadsheets in Finance: A Market Practitioners’ Debate For decades, spreadsheets like Excel have been indispensable in financial workflows. But as risk, data complexity, and regulatory demands grow, are they still the best tool? We discuss this controversial topic in our blog. Read Blog
newsletter March Newsletter 2025 Thinking Derivatively | March 2025 | In this Issue | Rise of Convertible Bonds in Taiwan, Are Spreadsheets Dead?, Benefits & Risks of MSRs and Top Takeaways from SFVegas Read newsletter
blog Tracking the Surge in Taiwan’s Convertible Bond (CB) Market Did you know Taiwan’s convertible bond (CB) market is becoming one of the fastest-growing segments in the Asia-Pacific region? This dynamic market is a must-watch for issuers, hedge funds, and traders alike. Our infographic breaks it all down visually. Read Blog
blog 5 Top Takeaways from SFVegas 2025 Numerix team members recently attended SFVegas 2025, the premier event for the structured finance community. In today’s blog we share 5 key takeaways from this enlightening event. Read Blog
blog Looking Inside the Investment Certificate Market, with Case Study Insights from Intesa Sanpaolo In this blog, we explore the investment certificate market and give case study insights on how Intesa Sanpaolo uses Numerix analytics to model these unique instrument types. Read Blog
white paper Taiwan’s Convertible Bond Market: A Rising Force in Asia This white paper offers insight on the key trends shaping Taiwan’s convertible bond market, sectoral dynamics, and opportunities for investors and issuers alike. Read white paper
blog Mortgage Servicing Rights (MSRs): A Promising Opportunity Area for Investors? Looking for income-generating assets with diversification benefits? Mortgage Servicing Rights (MSRs) offer steady cash flow, interest rate hedging, and portfolio diversification. Read Blog
newsletter February Newsletter 2025 Thinking Derivatively | February 2025 | In this Issue | Regulatory Uncertainty in 2025, Growth of Systemic Credit Trading, Impact of DORA, Trends in 0DTE Options Read newsletter
blog Staying Ahead in an Evolving Regulatory Landscape What can we expect of the regulatory landscape as we move further into 2025? Our blog evaluates current requirements and the impact of regulatory uncertainty moving forward. Read Blog
white paper Bond E-Trading, ETFs and Real-Time Analytics Fuel Growth of Systematic Credit Trading Hedge funds are turning to systematic credit trading to spot mispricings and unlock new opportunities in the market. Our whitepaper offers insight into this intriguing area of finance. Read white paper
white paper Navigating Regulatory Uncertainty in 2025 Coping with stringent regulations like MiFIR and FRTB, and shifting U.S. policies, means firms must remain agile. Our white paper offers proven strategies for navigating regulatory complexity. Read white paper
blog What the DORA Regulation Means for Financial Institutions in 2025 DORA is here—Is your firm prepared? The EU’s Digital Operational Resilience Act (DORA) is now in effect, transforming cybersecurity and third-party risk management. Our blog explores DORA’s impact on financial institutions. Read Blog
blog Zero-day options (0DTE) Start 2025 Off with a Bang Zero-day options (0DTE) are having their moment. In the fourth quarter of 2024, 0DTE options on the S&P 500 Index became the most traded, surpassing all other expiration dates combined. In today’s blog we provide access to our top resources surrounding 0DTE options trading and risk. Read Blog
newsletter January Newsletter 2025 Thinking Derivatively | January 2025 | In this Issue | Capital Markets Trends for 2025, Coping with Market Volatility, Numerix Secures 27 Awards Read newsletter
blog Key Capital Markets Trends to Watch in 2025 As we move deeper into 2025, what trends are likely to be at the forefront, shaping the capital markets? Satyam Kancharla, Executive VP and Chief Product Officer at Numerix, addresses this question and opines on how changing market dynamics will impact analytics requirements. Read Blog
webinar Machine Learning for Market Data Anomaly Detection & Gap Filling Presenters share how Machine Learning can be utilized to improve the quality of historical data for market risk calculations. Register Now
webinar Turbo-charging XVA Greek Calculations Learn about Numerix’s latest innovation in its XVA engine to support high-speed XVA Greek calculations. Register Now
webinar Risk.net | XVAs and Counterparty Credit Risk for an Energy Market in Crisis In November 2022, Risk.net hosted a panel discussion with five industry experts where they discussed the complexities of valuation adjustments and counterparty credit risk modelling for firms grappling with the European energy market crisis. Register Now
webinar NxCore Cloud in Action: Examples of Capital Market Apps & How They Were Built See examples of capital markets apps built with NxCore Cloud and understand the thinking behind them, to inspire you to build your own. Register Now
webinar Portfolio Management Using Advanced Market & Credit Simulations Learn how scenario generation and asset projection tools can be used to drive strategic asset allocation decisions. Register Now
webinar Modernizing Risk Management Technology: Has the Game Changed? How are sell-side firms around the world dealing with current macroeconomic and geopolitical risks? Register Now
webinar Practical Implementation of a Quantitative Platform for Risk & Valuation Analytics In this series, we interview Philippe Hatstadt, Chief Risk Officer (CRO) from Exos Financial, about what it takes to successfully build and utilize a risk system, as well as common pitfalls to avoid. Register Now
webinar Inside Numerix’s R&D: How & Why We Built a Cloud-Native Compute Engine Discover how Numerix shifted Oneview, its flagship software, to a cloud-native architecture and the benefits this provides to users. Register Now
webinar Build Capital Market Apps Faster with NxCore Cloud Find out how NxCore - the next-generation development platform creates value for development teams – and their end-users. Register Now
webinar Derivative Insider Webinar Series: Cautionary Insights on Software Development In this webinar we discuss some troubling trends observed in software development, and how firms can address them before they cause serious problems. One topic in particular – development of proprietary systems using open-source code – h Register Now
webinar The Final Stretch: Outstanding Issues in Non-linear RFR Derivatives In this Risk.net webinar a panel of industry experts discuss the key issues and challenges market participants face regarding the volatility, valuation, pricing, liquidity and hedging of non-linear derivatives such as options, caps and floors. Register Now
webinar LIBOR Transition Update: RFR Adoption So Far, & How Numerix Analytics Can Help Find out how new Risk Free Rates (RFRs) have been adopted in derivatives markets around the globe, and learn how Numerix analytics can help firms price new RFR products, construct RFR curves, and build volatility surfaces. Register Now
webinar Navigating SEC Rule 18f-4: Enhancing Derivatives Risk Management Programs Watch this webinar to gain a clear perspective on what actions must be take now to comply with the new regulation and gain an enhanced risk management approach for your derivatives operations. Register Now
webinar To Cloud or Not to Cloud: Shifting Attitudes Around Cloud Adoption Paul Sinthunont, Strategic Advisor at Aite-Novarica Group unveil key findings from one-on-one interviews with key stakeholders across the financial services sector uncovering what’s driving—or holding back—cloud migration decisions for trading and risk management functions. Register Now
webinar Estimating Cross-Model Correlations for CCR & XVA In this webinar, Numerix’s Andrew McClelland, SVP of Quantitative Research, shares detailed insights on Estimating Cross-Model Correlations for CCR & XVA. Register Now
webinar Transforming Treasury and Derivatives management post Covid-19 In this webinar, Numerix and Risk.net, will examine new strategies to enhance your derivatives business and treasury management in the face of Covid-19, regulatory changes and counterparty risk. Register Now
webinar Digitalisation of Derivatives Trading: Utilising Technology to Increase Profits In this webinar, learn how new technologies, such as AI and machine learning, can be leveraged to better manage several aspects of a derivatives business. Register Now
webinar Deep Dive: Advances in Counterparty Credit Modelling in Energy Markets Numerix’s Andrew McClelland, SVP of Quantitative Research, addresses natural gas and electricity curves and the dynamics that complicate modelling, Register Now