Financial Risk
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…
Insurance Risk Systems for IFRS 17 and LDTI Compliance, 2020: Market Update and Vendor Landscape
In this report we consider insurers’ evolving technology requirements for compliance with IFRS 17 and its US counterpart LDTI. As part of our analysis we also examine the core principles of LDTI, and the main areas in which it differs from IFRS 17…
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 …
RiskTech100® 2020
Now in its fourteenth year, RiskTech100® is still the most comprehensive independent study of the world’s major players in risk and compliance technology, globally acknowledged as the go-to place for clear, accurate analysis of the risk technology…
Fixed-Income Technology Solutions, 2019: Market and Vendor Landscape
The landscape for fixed-income solutions is a complex one, shaped by a variety of economic, geographic and cultural factors. This complexity is creating wide differences across different segments of the market - notably bonds, securities and loans - in…
