Financial Services

Industry Segments

• Fixed Income
• Equity
• Investment Management and Trading
• Reinsurance and Insurance

Investment Management and Trading

To meet the investment needs of individuals, institutions, and governments, investment firms need to deliver a wide range of investment opportunities with risk-adjusted performance and consistent returns over time. To accomplish this, financial professionals need to develop and use mathematical models to optimize portfolios and develop trading strategies and systems that can respond to market conditions.

"MathWorks products have saved us significant time in developing our return forecast models. MATLAB®, coupled with the deployment capabilities available, enables us to distribute sophisticated models to portfolio managers and researchers much quicker than we could with other solutions."

The MATLAB environment enables you to create interactive applications, such as these trading (left) and portfolio (right) models. Click on image to see enlarged view.

Investment management and trading research groups use the thousands of math and graphics functions in MathWorks products to easily access securities data, perform statistical analysis, determine pricing, conduct sensitivity and principal component analyses, and implement buy and sell criteria. The graphics capabilities in MATLAB offer a variety of ways to easily review time series data, visualize portfolio risks and returns, and create forecasting graphs. With MathWorks deployment tools, you can easily compile and integrate your MATLAB algorithms into your system.

Select any of the following links for more information on:

• Introduction to MATLAB in Finance
• Why use MATLAB
• Analyzing and modeling financial data
• Rapidly Deploying Financial Applications

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