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

A-Team Insight Blogs

Yuanta Financial Holdings Selects NumeriX Excel for Valuations and Risk Management

Subscribe to our newsletter

Yuanta Financial Holdings has deployed NumeriX Excel within its risk department to provide analytics and pricing for derivatives and structured products. Via the implementation of the solution, the Taiwan-based firm hopes to more accurately price and calculate mark-to-model prices as well as measure the risk for these products, says Connie Lin, chief risk officer at Yuanta.

According to the vendor, Yuanta now has access to the industry standard analytics and models of NumeriX 7.2 to accurately price financial products across all asset classes. Moreover, Yuanta is also planning to extend the relationship with NumeriX to manage and monitor risk exposure across its entities.

Lin explains: “We chose to embed NumeriX tools within our organisation in order to help our entities better manoeuvre the volatility in the market today. We are delighted to see that the applications are easy to use and the support specific to Asia is critical to our success in managing risk in today’s market.”

Steven O’Hanlon, president and chief operating officer at NumeriX, adds: “As Taiwan and the APAC region’s derivatives market has matured, it is critical that investment organisations have the capabilities to closely monitor risk exposure internally for pricing of these complex products.”

Subscribe to our newsletter

Related content

WEBINAR

Upcoming Webinar: Taming the Private Markets Data Beast: Solving for Valuation, Integration, and Reporting in Alternative Investments

Date: 7th October 2026 Time: 10:00am ET / 3:00pm London / 4:00pm CET Duration: 50 minutes Institutional activity in private markets has surged as organisations’ traditional investment theses have been upended by global economic volatility, geopolitical instability and fee compression. In their search for better risk-adjusted returns, they have found a rich seam of alpha...

BLOG

A-Team Group Announces Capital Markets Technology APAC Awards 2026 Winners and Launches ‘State of the Market’ Report

A-Team Group today announced the highly anticipated winners of the Capital Markets Technology APAC Awards 2026. These prestigious awards celebrate the most innovative solution providers and financial institutions that are reshaping the capital markets technology landscape across the dynamic Asia Pacific region. In conjunction with the awards, A-Team Group has also launched the “State of...

EVENT

Eagle Alpha Alternative Data Conference, London, hosted by A-Team Group

Now in its 8th year, the Eagle Alpha Alternative Data Conference managed by A-Team Group, is the premier content forum and networking event for investment firms and hedge funds.

GUIDE

Regulatory Data Handbook 2026 – Fourteenth Edition

Welcome to the fourteenth edition of A-Team Group’s Regulatory Data Handbook. Supervisors increasingly expect firms to demonstrate which rules apply, which data supports each obligation, who owns the control and how exceptions are identified and resolved. Policies and implementation programmes must now be supported by records that can withstand regulatory scrutiny. This edition examines material...