Collaborative Research
Automation and AI in GRC: Regulatory Inventory Solutions for Financial Services
Developed with input from CUBE and SureStep.
Regulatory Reporting: A Focus on the Challenges and Importance of Data
This is the second in a series of Point of View articles exploring the evolution of regulatory reporting technology and the context in which it is transforming.
A New Era for Risk – the Move Toward ‘Customer Risk Experience’
Our research into the risk function of the future has identified a strong and accelerated drive to consider risk management as one of the key enablers of a great customer experience. We have termed this evolution ‘customer risk experience (CRX)’. This…
A Core Conversation Between the CIO and the CTO: Easing the CTO’s Anxiety
This is the third of three reports exploring the risk and performance issues faced by Chief Investment Officers (CIOs) and investment managers in today’s markets.
Vendor Analysis: Dun & Bradstreet - KYC/AML Data Solutions, 2022
This Vendor Analysis summarizes the key theses in Chartis' 'KYC/AML Data Solutions, 2022: Market Update and Vendor Landscape' report and takes a detailed look at the quadrant positioning and scoring for Dun & Bradstreet.
Investment Management ‘One Analytics View’ for Credit Bonds and ESG Risk Factors
This is the second of three reports exploring the ‘one analytics view’ that all CIOs and investment managers in today’s market require of their risk and performance across all regions and asset classes.
Finding the Investment Management ‘One Analytics View’
In this short report, the first of three, we consider the ‘one analytics view’ that all CIOs and investment managers in today’s market require of their risk and performance across all regions and asset classes.
Evolution, Volatility, Change: The impact of renewables on energy market structure
This collaborative report attempts to address the lack of a standardized definition of ‘renewables’, and considers the profound impact that renewable energy and sources will have on the structure of energy markets and the software technology employed by…
GRC+ : Enabling the future of governance, risk management and compliance
This collaborative report from Chartis and MetricStream tracks the evolution of GRC and discusses its new, extended worldview.
Insurance and Cyber Security in GRC
This report, developed in collaboration with SAP, is the second in a series examining the crossover between cyber and GRC in different industry sectors.
Vendor Analysis: Aravo - Third-Party Risk Management Solutions, 2021
A detailed look at Aravo’s 3PRM quadrant positioning and scoring, and Chartis’ underlying opinion and analysis.
The death of insurasaurus? Why complacent and out of touch insurers must overhaul their business, and their image, to survive
Like other corporate dinosaurs, many insurers face extinction if they don’t become less reliant on old ways of doing things and robust barriers to entry. But by upgrading their tech and learning from other industries they can avoid the fate of their…
Stress Testing and Climate Change
This report from Chartis and Moody’s ESG Solutions Group considers how climate stress tests are developed, and assesses the data, technology and modeling requirements and challenges involved.
Beyond IFRS 17/LDTI: the Journey to System Modernization
This report, a collaboration between Chartis and FIS, examines the impact of IFRS 17 and LDTI on the insurance industry, giving an overview of the changes observed in the market, the industry’s evolving response, and how firms should prepare for the…
Effective Onboarding in Wholesale Banks: Examining challenges and defining best practices
This collaborative report from Chartis and iMeta discusses the risk and technology perspectives of client onboarding in wholesale banking, setting out the challenges and best practices for financial institutions.
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.
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 Research – Research Agenda: Q3/4 2020 Update
This short report is the second of our quarterly updates in which we review our research agenda and extend it by one quarter.
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…