Elevate your portfolio management capabilities

Portfolio managers face the constant challenge of balancing risk with potential returns, especially in volatile markets. The need for robust risk management and precise portfolio valuation is critical in making informed decisions that align with strategic goals.

Numerix caters to these needs by providing comprehensive analytics and risk assessment tools that offer detailed insights into market dynamics and investment opportunities across derivatives in all asset classes, as well as fixed income instruments and structured finance securities. These tools help you respond swiftly to market changes, manage your portfolio’s risk effectively, and optimize your trading strategies for enhanced performance.

Benefits for portfolio managers

Make informed investment and risk management decisions with confidence

Access a comprehensive suite of powerful analytics and robust modeling tools designed to enhance investment decision making. Numerix supports the valuation and risk analysis of a broad range of derivative and fixed income instruments, ensuring consistency and efficiency across your trading and portfolio management activities.

  • Valuations and risk numbers you can trust

    Access battle-tested pricing models and risk analytics across the entire universe of derivatives and fixed income securities.

  • Advanced tools to help you manage risk

    Leverage comprehensive risk analytics such as Greeks, VaR, Expected Shortfall, stress testing, scenario analysis, and more.

  • Flexible models make you agile

    Price any kind of derivative or fixed income instrument, even the most complex ones, so you can seize opportunity when it arises.

  • Simple workflows enable fast decisions

    Easy-to-use tools along with high performance calculations provide decision insights even in fast-moving markets.

Benefits Callout

Products for portfolio managers

FINCAD Analytics Suite

FINCAD Analytics Suite simplifies derivatives and fixed income products pricing. Boasting over 2,000 functions and 200+ workbooks, it enables quick calculations of pricing, risk, and cash flows. Features include mark-to-market valuations, risk analysis, curve validation, and advanced fixed income evaluation. Enjoy a user-friendly experience with Analytics Finder and Input Assistant for easy model selection, calculation, and debugging.

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PolyPaths Trading & Risk Management

PolyPaths Trading & Risk Management provides a versatile software platform tailored for fixed income risk management and portfolio analysis. It supports a wide range of instruments including mortgages, structured products, bonds, derivatives, and credit instruments like CDS. The platform is designed for efficacy across front and mid-office, catering to diverse user needs.

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Oneview for Trading

Oneview for Trading offers an all-encompassing solution for structured product business, providing real-time quotes, market data management, and risk calculations in a single platform.

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