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Numerix Oneview Risk from Numerix
Real-time risk and scenario analysis platform, enabling regulatory and custom stress testing, VaR, credit and market risk analysis, and advanced what-if analytics for asset managers and fund managers.
Product analysis by function
Scenario Analysis & Stress Testing for Investment Strategy & Asset Allocation
Tools that simulate portfolio performance under various economic and market scenarios to assess resilience and identify potential vulnerabilities in investment strategies.
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Data Integration & Sources
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Multi-Asset Data Support Ability to handle data from various asset classes (equities, fixed income, derivatives, alternatives). |
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Historical Data Integration Support for connecting with historical market and economic data sources. |
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Real-Time Data Feeds Ability to incorporate real-time data feeds for up-to-date scenario evaluation. |
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Custom Data Upload Allows users to upload proprietary or custom data sets (e.g., internal forecasts, client stress scenarios). |
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Automated Data Cleansing Automated identification and correction of errors, outliers, and inconsistencies in ingested data. |
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APIs for Data Integration Availability of robust APIs for data extraction, integration, and transmission. |
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Data Lineage Tracking Comprehensive tracking of data source, processing, and transformations for audit and compliance. |
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Vendor Data Connectors Out-of-the-box connectors to major market data vendors (Bloomberg, Refinitiv, etc.). |
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Data Refresh Frequency How often data can be refreshed or updated. |
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Data Storage Capacity The maximum amount of data that can be stored in the platform. |
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Scenario Library & Customization
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Pre-Built Scenario Library Collection of commonly used market and macroeconomic stress scenarios (e.g., 2008 Financial Crisis, COVID-19 shock). |
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Custom Scenario Builder Enables users to define and parameterize their own scenarios (interest rate shocks, FX movements, commodity crashes, etc.). |
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Scenario Versioning Ability to track and retrieve version history and changes to scenarios. |
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Scenario Parameter Granularity Number and types of economic/market inputs that can be specified per scenario. |
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Scenario Grouping & Hierarchies Ability to group scenarios, create hierarchies, or link macro and micro scenarios. |
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Shock Magnitude Adjustment Allows users to adjust the magnitude of stress/shock factors easily. |
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Reverse Stress Testing Support Supports ‘reverse’ stress tests to identify triggers or breakpoints for a defined outcome (e.g., portfolio loss). |
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Randomized Scenario Generation Ability to generate randomized or Monte Carlo scenario sets. |
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Scenario Sharing & Collaboration Easily share custom scenarios across teams or users within the platform. |
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Scenario Limits Maximum number of saved custom scenarios. |
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Modeling & Analytics
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Full Revaluation Modeling Performs full repricing of assets under each scenario, not just sensitivity (delta) approaches. |
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Factor Sensitivity Models Supports multi-factor risk models for stress and scenario analysis (e.g., equity beta, interest rate duration). |
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Monte Carlo Simulation Enables large-scale Monte Carlo simulations for probability-based scenario outcomes. |
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Path-Dependent Instrument Support Ability to model complex, path-dependent instruments (e.g., options, structured notes) under scenarios. |
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Portfolio Aggregation Ability to analyze scenario impacts at portfolio, sub-portfolio, and asset levels. |
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Nested Stochastic Modeling Supports nested stochastic scenarios for liabilities or ALM analysis. |
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Concurrency Number of scenarios or portfolios that can be processed simultaneously. |
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Back-Testing Engine Can use historical market data to test scenario analysis accuracy. |
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Horizon Analysis Supports multi-horizon scenario analysis (e.g., 1 day, 1 month, 1 year impacts). |
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Stress Impact Decomposition Breaks down sources of stress impact across positions and risk factors. |
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Asset Allocation & Optimization
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Dynamic Asset Allocation Testing Assess proposed dynamic or tactical shifts under various scenarios. |
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Robust Optimization Algorithms Ability to perform robust optimization with scenario or stress-aware constraints. |
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Liability-Aware Analysis Supports liability-driven investing (LDI) with stress testing liabilities and assets jointly. |
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Optimization Constraints Number of constraints (min/max allocations, exposures) supported in optimization. |
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Custom Objective Functions Allows users to define custom objective functions (e.g., maximize Sharpe under certain stresses). |
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Efficient Frontier Under Scenario Generate new efficient frontiers reflecting the stressed scenario conditions. |
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Transaction Cost Modeling Includes transaction costs and liquidity impacts in allocation/rebalance plans. |
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Optimization Runtime Speed Average time to run a typical optimization/scenario analysis. |
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Historical vs. Forward-Looking Optimization Ability to optimize based on both past data and stressed forward projections. |
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Constraint Violation Alerts Automatic alerts when asset allocation rules or constraints are breached in scenario. |
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Risk Analytics & Reporting
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VaR/CVaR Under Scenario Calculates Value at Risk (VaR) and Conditional VaR for each scenario. |
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Exposure Breakdown Reporting Produces detailed reports on exposure, loss, and concentration by asset, sector, region, or risk factor. |
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Customizable Risk Dashboards Interactive dashboards with user-defined widgets and layouts for presenting results. |
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Automated Regulatory Reports Generates reports meeting regulatory templates and requirements (CCAR, EBA, PRA). |
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Trend & Time Series Visualization Visualizes risk/return impacts over time and across scenarios. |
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Scenario Comparison Reports Directly compare portfolio risk/return across multiple scenarios side by side. |
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Drill-Down Capabilities Enables deep dives from portfolio-level results down to single position attribution. |
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Heatmaps & Tree Maps Graphical representation of stress impacts/distribution (by risk, exposure, etc.). |
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Export Formats Supported Number of reporting/export file formats supported (PDF, Excel, CSV, etc.). |
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Automated Scheduled Reporting Support for scheduling automatic risk and scenario report generation and distribution. |
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Workflow & Collaboration
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Role-Based Access Controls Granular control of who can view, edit, run, or approve scenarios and reports. |
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Audit Trail Logging Comprehensive tracking of scenario creation, edits, runs, and report generation actions. |
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Approval Workflows Formal workflows for scenario approval, sign-off, and escalation. |
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Change Management Alerts Automatic notifications of changes to scenarios, models, or portfolio data. |
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Commenting & Annotation Ability to leave comments or annotate scenario results and reports. |
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Collaboration Spaces Shared workspaces or forums within the platform for group analysis and discussion. |
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Document Management Integration Integration with document storage systems for reference and archival. |
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Task Assignment & Tracking Assign scenario analysis tasks and monitor completion. |
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Multi-User Concurrent Sessions Number of users that can simultaneously collaborate or run analytics. |
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Version Rollback Ability to revert scenarios or portfolios to previous versions/states. |
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User Interface & Usability
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Intuitive Scenario Wizard Step-by-step guides to simplify scenario creation and configuration. |
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Customizable Layouts & Themes Users can tailor interface layouts and visual themes to personal preferences. |
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Multi-Language Support Support for multiple languages in the user interface. |
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Accessibility Compliance Compliant with major accessibility standards (e.g., WCAG 2.1). |
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Mobile/Tablet Compatibility Platform can be used on smartphones and tablets without loss of functionality. |
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Drag-and-Drop Functionality Drag-and-drop for building scenarios, arranging dashboards, and organizing portfolios. |
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Personalized Dashboards Each user can configure their own home page or dashboard with favorite tools. |
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Hotkey Shortcuts Support for keyboard shortcuts to increase speed of analysis. |
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Load Time Time taken for main dashboard or analysis page to load. |
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Help & Onboarding Guides Built-in help documentation, tutorials, and contextual guidance. |
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Integration & Extensibility
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RESTful API Availability Availability of modern RESTful APIs for integrating with other systems and workflows. |
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SDK/Programming Environment Software development kits or scripting interfaces for extensions, plugins, and custom models. |
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Compatibility with Python/R/Matlab Direct compatibility with data science and quant programming environments. |
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Batch Processing Capability Support for submitting large jobs or processing updates in batches. |
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Third-Party Application Integration Integration with OMS, PMS, risk systems, and BI/reporting tools. |
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Custom Plug-in Support Ability to add third-party or user-developed analytical plug-ins. |
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Event-Driven Automation Trigger off event feeds (e.g., market event triggers auto-stress test). |
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Integration with Cloud Storage Can connect with cloud storage providers for scalable data management. |
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Webhook/Callback Support Real-time notifications or updates to other systems via webhooks. |
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API Rate Limits Maximum number of API calls per minute supported. |
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Security & Compliance
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Encryption at Rest & Transit All data encrypted when stored and when transmitted. |
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Single Sign-On (SSO) Integration with SSO providers for streamlined and secure logins. |
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Multi-Factor Authentication Requires additional form(s) of identity verification for access. |
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Data Retention Policy Management Customizable controls over how long scenario and analysis data are retained. |
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Regulatory Compliance Certifications Meets certifications like SOC2, ISO 27001, GDPR, etc. |
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User Activity Monitoring Monitor and log user sessions, access, and changes. |
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Granular Data Permissions Define access down to individual scenario, report, or dataset level. |
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Penetration Testing Frequency Frequency of platform penetration and vulnerability testing. |
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Audit Logging Retention How long audit logs are stored. |
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IP Whitelisting/Blacklisting Restrict access by user IP location. |
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Performance & Scalability
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Concurrent Users Supported Maximum simultaneous users under peak load. |
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Simulation Throughput Number of scenarios and portfolios processed per unit time. |
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Uptime Guarantee Guaranteed system availability (SLA). |
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Load Balancing Automatic distribution of workloads to optimize performance. |
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Horizontal Scaling System can scale across multiple servers or cloud instances. |
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Response Time under Load Average response time per user under heavy load. |
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Disaster Recovery RTO Recovery Time Objective in case of disaster. |
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Geo-Redundant Architecture Support for geographically distributed/redundant infrastructure. |
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Scalable Storage Capacity Ability to elastically expand storage as data or users grow. |
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Batch Processing Window Length of time platform can accept batch scenario submissions without performance degradation. |
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Support & Vendor Services
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24/7 Support Availability Round-the-clock helpdesk or support service. |
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Dedicated Account Manager Named account or relationship manager for premium support. |
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Onboarding & Training Services Structured onboarding and ongoing training for users. |
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Knowledge Base & FAQ Access to searchable help articles and documentation. |
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Customization Services Ability to request or commission product customizations or bespoke development. |
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Software Update Frequency How often the platform is updated with new features, patches, or improvements. |
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User Community/Forum Access to user group discussions and community support channels. |
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Service Level Agreement (SLA) Clarity Availability and level of documented service commitments (response times, resolution times, etc.). |
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Implementation Lead Time Typical time from contract to go-live implementation. |
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Multi-Region Support Global support coverage across geographic regions. |
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