Financial Risk
Chartis Research – Research Agenda: Q3/4 2020 Update
This short report is the second of our quarterly updates in which we review our research agenda and extend it by one quarter.
ALM Technology Systems, 2021: Market and Vendor Landscape
An analysis of the market and vendor landscape for asset and liability management (ALM) solutions. Includes four RiskTech Quadrants.
RiskTech100 2021
The latest iteration of Chartis Research’s market-leading RiskTech100® report. Contains a ranking of the top 100 players in risk technology, more than 80 category winners, and an overview of some of Chartis' key research themes.
Trading halts and risk management: a new approach needed
Times have changed since trading halts came into existence after the 1987 crash. Today’s portfolio managers need new systems, order types and innovations to provide more options to execute complex risk-management strategies in periods of heightened…
Vendor Analysis: Oracle Financial Services - Insurance Risk Systems for IFRS 17 and LDTI Compliance, 2020
This Vendor Analysis is based on the Chartis quadrant report 'Insurance Risk Systems for IFRS 17 and LDTI Compliance, 2020: Market Update and Vendor Landscape' (published in June 2020). This section summarizes the key theses in that report; subsequent…
Tackling solvency and liquidity issues in Schrödinger's Economy
Central banks’ actions during COVID-19 have been broadly positive, but underlying solvency and credit crises are major threats that will reveal themselves as the economy revives. To address the issues, financial firms can employ a host of modeling and…
Vendor Analysis: Moody’s Analytics - CLO Solutions, 2020
This Vendor Analysis is based on the Chartis quadrant report ‘Technology Solutions for Credit Risk 2.0: Credit Risk Analytics, 2020; Market Update and CVA/CLO Solutions Vendor Landscape’ (published in April 2020). This section summarizes the key theses…
Achieving Effective IFRS 17 Reporting
In this report, created in collaboration with Workiva, we focus on the challenges associated with IFRS 17 reporting, and consider solutions to those challenges from the perspectives of accounting policy and technology implementation. And in highlighting…
Calculating Return on Investment for Client Lifecycle Management Using the Fenergo Solution
Chartis Research and Fenergo have developed a focused return on investment (ROI) model for CLM, to determine how much value financial institutions (FIs) can hope to achieve from their CLM solutions. This report outlines the Chartis model, its methodology…
Chartis Research – Research Agenda Q2; 2020 Update
The first quarterly rolling update of Chartis' research agenda - now includes Q1 2021.
Chartis Risk Bulletin: The Technology Impacts of COVID-19 - Market Overview and Guidance
In this short report, Chartis research analysts present their view of the technology and system challenges that financial institutions (FIs) are likely to face in the coming weeks and months as the COVID-19 pandemic continues. Amid ongoing market…
Technology Solutions for Credit Risk 2.0: Credit Risk Analytics, 2020; Market Update and CVA/CLO Solutions Vendor Landscape
This report builds on the themes discussed in Technology Solutions for Credit Risk 2.0, 2018, published in May 2018. In that report we identified an emerging credit risk environment – which we call Credit Risk 2.0 – in which the banking book and default…
RiskTech100 2020 Winners' Review
This supplement to the main RiskTech100 ranking report highlights the achievements and innovations of many of the featured vendors, giving readers a glimpse into what makes them successful.
Chartis Research Agenda 2020
A summary of Chartis' planned subscription reports and targeted topic areas for 2020, with a summary of the 'pillars' that will underpin our research.
Breaking the doom loop: the danger of self-fulfilling prophecies in modern credit risk
The ability to distribute trustworthy credit is a societal cornerstone. But what happens when traditional credit scoring methodologies aren’t available? Will new 'advanced' credit models in emerging markets be self-fulfilling prophecies?
Chartis Big Bets 2020
Welcome to Big Bets, a briefing from Chartis Research in which we explore the five big themes we believe will shape the RiskTech marketplace in 2020.
Technology Solutions for Credit Risk 2.0: Vendor Landscape, 2019
This is the first of two reports that update our research into technology solutions for credit risk management. In our previous credit risk report, we highlighted the continuing emergence of a new credit modeling and analytics environment in credit risk …