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: Unpacking Stablecoin Challenges for Financial Institutions

The stablecoin market is experiencing unprecedented growth, driven by emerging regulatory clarity, technological maturity, and rising global demand for a faster, more secure financial infrastructure. But with opportunity comes complexity, and a host of challenges that financial institutions need to address before they can unlock the promise of a more streamlined financial transaction ecosystem. These...

BLOG

Reconciliation and the Silent Revolution Reshaping Financial Operations

By Sarva Srinivasan, head of global strategy and managing director at NeoXam, Americas. In most financial institutions, reconciliation has traditionally lived quietly in the background. It is often viewed as a necessary control process that ensures transactions, positions and balances match across systems and counterparties. Important, yes, but rarely considered fundamental to the business. But...

EVENT

ExchangeTech Summit London

A-Team Group, organisers of the TradingTech Summits, are pleased to announce the inaugural ExchangeTech Summit London on May 14th 2026. This dedicated forum brings together operators of exchanges, alternative execution venues and digital asset platforms with the ecosystem of vendors driving the future of matching engines, surveillance and market access.

GUIDE

Regulatory Data Handbook 2024 – Twelfth Edition

Welcome to the twelfth edition of A-Team Group’s Regulatory Data Handbook, a unique and useful guide to capital markets regulation, regulatory change and the data and data management requirements of compliance. The handbook covers regulation in Europe, the UK, US and Asia-Pacific. This edition of the handbook includes a detailed review of acts, plans and...