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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“Best of Breed” for Fixed-Income Technology Solutions

Chartis Research selects ZM Financial Systems (ZMFS) 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 ZMFS in their Fixed-Income Technology Solutions 2019 Market and Vendor Landscape report.