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

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

Recorded Webinar: Navigating a Complex World: Best Data Practices in Sanctions Screening

As rising geopolitical uncertainty prompts an intensification in the complexity and volume of global economic and financial sanctions, banks and financial institutions are faced with a daunting set of new compliance challenges. The risk of inadvertently engaging with sanctioned securities has never been higher and the penalties for doing so are harsh. Traditional sanctions screening...

BLOG

Data Management Summit New York Takes Deep Dive into Modern Data Landscape

The 15th annual A-Team Group Data Management Summit New York City kicks off tomorrow with one theme prominent in the day of discussions, debates and keynote addresses: data quality. Without good quality data organisations can’t hope to achieve their objectives, be they implementation of artificial intelligence applications, automation of essential workflows or compliance with regulatory...

EVENT

Data Management Summit London

Now in its 16th year, the Data Management Summit (DMS) in London brings together the European capital markets enterprise data management community, to explore how data strategy is evolving to drive business outcomes and speed to market in changing times.

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,...