Portfolio Analytics

Need to Gain Comfort with Pricing Before Pulling the Trigger?

Problems solved. From single securities to full balance sheets, you can improve your ability to forecast outcomes, assess risk, meet regulations and manage your balance sheet with one solution.

  • Calculate traditional single instrument and portfolio value and risk measures under a variety of interest rate models and scenarios
  • Perform detailed total return analysis with independent settings to allow terminal valuations based on market conditions other than time zero conditions
  • Assess both historical and Monte Carlo VaR using multiple risk factors

With a single, integrated system for all of your pricing, valuation, stress testing and earnings simulation needs, you can make your data work smarter, not harder. Find out why more than 1500 financial institutions choose us for their portfolio analytics needs.

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Acquisition Helps Propel ALM Category Leader Distinction Award

The recent acquisition of ZM Financial System by Moody’s Analytics helped contribute to Moody’s earning the Category Leader distinction in a new report from Chartis Research.

“ALM Technology Systems, 2021: Market and Vendor Landscape” evaluates more than 20 vendors of asset and liability management (ALM) technology systems.

Moody’s Analytics earned the Category Leader distinction in all four of the report’s RiskTech Quadrants®:

Read the full press release here.



“Best of Breed” for Fixed-Income Technology Solutions

Chartis Research selects ZM Financial Systems as “Best of Breed” in their prestigious RiskTech Quadrant for fixed-income technology solutions. Chartis, the leading provider of research and analysis on the global market for risk technology, named ZM Financial Systems in their Fixed-Income Technology Solutions 2019 Market and Vendor Landscape report.