AI-First Benchmarking & IPV

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We provide comprehensive independent benchmarking and independent price verification services that deliver unbiased, accurate valuations for complex financial instruments. Our IPV capabilities provide critical "second opinion" pricing that supports trading decisions, validates internal marks, and ensures regulatory compliance through rigorous independent analysis.

Our independent validation process encompasses comprehensive benchmarking across all instrument types with systematic comparison against market standards and alternative modeling methodologies.

• AI-First - AI-driven outlier detection against market data for unbiased second-opinion valuations.
• Independent Price Verification - Fair value assessments using proprietary models and alternative methodologies to provide genuinely independent validation free from internal bias.
• Market Standards Benchmarking - Systematic comparison against market data sources with comprehensive tolerance analysis and accuracy optimization across all scenarios.
• Complex Instruments Validation - Specialized expertise in exotic derivatives, structured products, and bespoke instruments requiring sophisticated modeling approaches not available through standard sources.
• Regulatory Compliance Support - SR 11-7 compliant documentation, comprehensive audit trails, and regulatory-grade reporting that demonstrates effective independent validation processes.
• Statistical Analysis & Reporting - Variance decomposition, systematic bias identification, and automated exception reporting with clear explanations of methodology and recommendations.

We employ multiple independent market data sources and alternative calibration approaches ensuring truly independent price verification with streamlined onboarding processes and flexible engagement models tailored to diverse client needs.

Our benchmarking expertise has successfully validated 30+ valuation and initial margin models for financial institutions, achieving excellent tolerance levels within several basis points versus market standards and delivering systematic accuracy optimization across all market scenarios.

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