Technology
678 white papers and resources
Below you will find technological white papers covering aspects of bank and finance trading. Also, information from some of the leading participants in this field covering what an organisation may need to think about when considering investing in new technology systems and how this will impact upon their business as a whole. Within the context of Risk Library, technology has been defined under algorithmic trading, market data, post-trade, risk systems, technology systems & software and trading systems.
Can financial firms grasp the AI opportunity?
Artificial intelligence (AI) has the potential to transform financial firms’ efficiency, insight and competitiveness. Many organisations already make use of predictive AI in areas such as fraud detection or customer communications. But the launch of generative AI tools has created an explosion of…
Risk, portfolio margin, regulation: regtech to the rescue
This Whitepaper addresses the complexity of today’s risk environment for market professionals which can only be fully met with a regtec approach. Cost, competition, technology capability, and regulation influence and drive decision making. Successfully navigating the seemingly incalculable…
The power of three: how technology, service and expertise can transform investment operations
Investment and wealth managers are investing more in technology these days, but not necessarily with an optimal strategy that reaps expected efficiency gains and cost reductions. Technology alone only gets you so far. You need the right operational ecosystem, experts and competent service support…
Prometeia’s LLM/GenAI Validation Framework
The whitepaper introduces Prometeia's LLM/GenAI Validation Framework, which is a method to validate generative AI models for financial applications.
Driving a modern operational resilience program
Strengthen your operational resilience processes, meet pertinent regulatory requirements in this space, and enhance business continuity practices with the help of high-performance GRC technology.
Stress-testing and capital adequacy in banking: tackling technology challenges
This article builds on the discussions held in a Chartis and Appian webinar, which covered how banks have sharpened their focus on stress tests. These tests, varying in methodology and scope, rely on extensive data from various business lines and asset classes. However, smaller banks still lack…
Real-time and historical market data: priorities, preferences and the cloud
This paper focuses on firms’ current market data priorities, the asset classes and geographies they are looking to focus on in the near future, and the benefits they expect moving their historical market data storage and consumption to the cloud
Investment management ‘one analytics view’ for credit bonds and ESG risk factors
A Chartis and MSCI research report that examines how firms must integrate ESG risk analytics with multiple other performance or risk analytics in credit bond portfolios to obtain a meaningful, quantitative and comprehensive investment view
Is your SOFR readiness being put to the test? Let's talk about post-transition issues and challenges
In this white paper, five Numerix experts discuss the issues tied to SOFR impacting the market. These include benchmark challenges, curve building, operational challenges, market data quality and availability, system validation and the impact of SOFR on bonds and loans
Finding the investment management ‘one analytics view’
This paper outlines the benefits accruing to buy-side practitioners on the back of generating a single analytics view of their risk and performance metrics across funds, regions and asset classes. And, while that objective might be well understood and clearly defined, actually producing a single,…