About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

CM-CIC Asset Management Selects Pricing Partners for OTC Derivatives Valuations

Subscribe to our newsletter

French asset management group CM-CIC Asset Management has selected Pricing Partners’ pricing tool for OTC derivative products, Price-it Excel. According to the vendor, the asset manager’s department of quantitative research will rely on the Price-it Excel library to manage complex optional structures related to the creation of structured funds and to analyse the integral risks associated with such products.

Pierre-Alain Patard, co-head of quantitative management at CM-CIC Asset Management, comments: “We were looking for a fast and reliable solution for assessing and measuring the risks of hard to value OTC products that we negotiate within the framework of our activity on structured funds. We found in Price-it a product that offers similar market models to those developed by our research teams and which, in addition, perfectly met our specific needs in terms of flexibility for setting up products and for the validation of our prices.”

Launched in 2006, the Price-it financial library covers products including interest rates, equity, credit, FX, commodities and hybrids. It uses an Excel interface to provide risk management services and validation of OTC products.

Patard says: “With the identical recovery capabilities to those of large investment banks and particularly due to the possibility of setting up the most complicated payoffs with a specific language, Price-it has proved to be the most suited solution to go with the pricing and sensibilities controls on our OTC products.”

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Unlocking Transparency in Private Markets: Data-Driven Strategies in Asset Management

As asset managers continue to increase their allocations in private assets, the demand for greater transparency, risk oversight, and operational efficiency is growing rapidly. Managing private markets data presents its own set of unique challenges due to a lack of transparency, disparate sources and lack of standardization. Without reliable access, your firm may face inefficiencies,...

BLOG

Growing Modern Data Platforms Adoption Seen as Benefits Become Apparent: Webinar Review

Take-up of modern data platforms (MDPs) is expected to accelerate in the next few years as financial institutions realise the greater agility, scalability and deeper insights offered by the innovation. Organisations that have so far been relatively slow to adopt the streamlined platforms – because they have been unsure of the technologies’ benefits – will...

EVENT

RegTech Summit New York

Now in its 9th year, the RegTech Summit in New York will bring together the RegTech ecosystem to explore how the North American capital markets financial industry can leverage technology to drive innovation, cut costs and support regulatory change.

GUIDE

Regulatory Data Handbook 2025 – Thirteenth Edition

Welcome to the thirteenth edition of A-Team Group’s Regulatory Data Handbook, a unique and practical guide to capital markets regulation, regulatory change, and the data and data management requirements of compliance across Europe, the UK, US and Asia-Pacific. This year’s edition lands at a moment of accelerating regulatory divergence and intensifying data focused supervision. Inside,...