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: 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

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 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,...