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The Heart of IFRS 17 Compliance
This report examines the trends and dynamics around IFRS 17 compliance, examining why long-term success for insurance firms requires a heterogeneous, flexible and scalable data-management framework.
Outsourced Trading Solutions, 2021: Market and Vendor Landscape
This report examines the key trends driving ‘buy-side’ demand for outsourced trading solutions, and how vendors have evolved their solutions over time. Contains one RiskTech Quadrant.
Investment Portfolio Excellence: The Conviction of One Truth
This collaborative report assesses how investment managers can gain an accurate, comprehensive view of their portfolios to enhance their competitiveness.
Chartis Big Bets 2021
In this briefing from Chartis Research, we explore the big themes we believe will shape the RiskTech marketplace in 2021 and beyond. This year we view our Big Bets through the lens of COVID-19, in part updating our previous research on the pandemic’s…
Fixed-Income Technology Solutions, 2020: Market Update and Vendor Landscape
An update to the Chartis report 'Fixed-Income Technology Solutions, 2019: Market and Vendor Landscape'.
As active/passive investment tides turn, FinTech is key to success
Current market volatility is ushering in a resurgence in active fund management, while asset owners are demanding more digital-driven access and transparency. To achieve the necessary active/passive balance and meet investors’ demands, new FinTech tools…
KYC/AML Software Solutions, 2020: Market Update and Vendor Landscape
This report updates our previous KYC/AML quadrant reports. It examines financial institutions’ (FIs’) evolving technology requirements for Know Your Customer (KYC)/anti-money laundering (AML) processes and systems.
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…
Cyber Risk Quantification Solutions, 2020: Market Update and Vendor Landscape
This report updates our view of the market for CRQ solutions, highlighting the major trends and developments, and assessing the vendor landscape.
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…