Traditional valuation methods rely on historical data and a limited set of market data points, raising questions about the timeliness and accuracy of the analysis while limiting valuation services to “vanilla” securities.
Goals and Objectives
Next-generation valuation techniques rely on real-time data and provide a broader range of industry data sets to deliver a more realistic view, including a combination of intraday pricing analysis, cross-asset data feeds, and risk analysis. Better valuation leads to improved investment recommendations and higher revenue for investment management firms.
AI/ML; Big data and analytics to calculate valuations based on behavioral analysis of past valuations across a multitude of scenarios
Use Case Summary
This use case enables valuations for an extensive range of complex and exotic products, including OTC and derivatives markets, private equity investments, and structured notes.