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

OTC Val Provides Global Insurance Firm Daily Valuations of Illiquid Financial Products and Equity Securities

Subscribe to our newsletter

OTC Val signed one of the world’s largest providers of life insurance, pensions, and investment products. The firm’s investment management department receives valuation reports for their derivatives and structured product portfolio from OTC Val. These valuations are used for collateral management and financial reporting purposes and as price verification of counterparty and front office quotes.

After a lengthy due diligence process, which included an extensive trial, the investment management department selected OTC Val, citing responsiveness and ability to deliver transparent and custom reports as differentiating factors in their decision process. The service complements their in-house system, which is used to price the remainder of their portfolio.

Bob Sangha, a founding member at OTC Val, comments: “With a heightened awareness of credit and counterparty risk, an increasing number of ongoing collateral calls are being imposed upon organisations, tying up working capital. As a valuation source, we provide our clients another data point on what each investment product is worth, independent of their counterparty’s or internal marks. We are pleased to have been selected as their primary source for the pricing of their exotic portfolio.”

Sangha adds: “Typically our clients already handle their vanilla and liquid trades via an in-house or third party system given the relatively less complex nature of these trades and underlying data. Our focus has always been on exotic derivatives, structured products, and illiquid securities that are priced in our production system. This approach has allowed us to take advantage of economies of scale and offer a compelling solution to clients where accurate price verification for that troublesome 5 or 10% of their portfolio has not been fully implemented.”

Subscribe to our newsletter

Related content

WEBINAR

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

10 September 2025 10:00am ET | 3:00pm London | 4:00pm CET Duration: 50 Minutes 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,...

BLOG

Snowflake Bets it can Bring the Promise of AI to Wary Organisations

Snowflake has rooted its offerings more deeply in artificial intelligence, betting that its data cloud platform can deliver the promise of the technology at a time when many organisations are reappraising their approach to AI implementation. Among a flurry of new service announcements made at the end of last year, Snowflake unveiled plans to launch...

EVENT

TradingTech Briefing New York

Our TradingTech Briefing in New York is aimed at senior-level decision makers in trading technology, electronic execution, trading architecture and offers a day packed with insight from practitioners and from innovative suppliers happy to share their experiences in dealing with the enterprise challenges facing our marketplace.

GUIDE

AI in Capital Markets: Practical Insight for a Transforming Industry – Free Handbook

AI is no longer on the horizon – it’s embedded in the infrastructure of modern capital markets. But separating real impact from inflated promises requires a grounded, practical understanding. The AI in Capital Markets Handbook 2025 provides exactly that. Designed for data-driven professionals across the trade life-cycle, compliance, infrastructure, and strategy, this handbook goes beyond...