Understanding the key drivers of fund performance is critical to institutional investors. This includes monitoring the role of
investment managers, fiduciary managers, investment consultants and others involved in the investment decision process.
Highlighting areas of strength and weakness will sharpen the future investment strategy. Therefore it is crucial that performance
measurement and attribution analysis and reporting is accurate, flexible and, above all, appropriate. The Ortec Finance Investment
Performance Service (IPS) answers to all these needs.
For more information download our IPS leaflet by filling out the form
Related Insights
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09 April 2024PRESS RELEASE: Ortec Finance releases integrated economic and climate scenarios
Find out more about the industry’s first integrated economic and climate risk management tool.
Asset Management / Banks Retail and Private / Housing Associations / Independent Financial Advisors / Insurance Companies / Pension Funds / Sovereign Wealth Funds / Wealth Management / Asset Allocation / Asset Liability Management / Climate ESG Solutions / Economic Scenario Generator / Performance Measurement and Attribution / Real Estate Financial Planning / /Ormetrics/Corporate/Home/Solutions/Real Estate Management / Real Estate Financial Planning / /Ormetrics/Corporate/Home/Solutions/Retirement Planning / Risk neutral scenarios / Strategic Risk Management / /Ormetrics/Corporate/Home/Solutions/Wealth Planning and Monitoring -
03 April 2024PRESS RELEASE: Ortec Finance selected once again as a leading WealthTech provider within top ranking list
The prestigious WealthTech100 2024 list, distinguishes the most innovative technology providers that are transforming the operations of investment firms, private banks, and financial advisors. Ortec Finance selected once again!
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02 April 2024PRESS RELEASE: Ortec Finance and Salesforce Partner to Deliver AI and Data-Driven Personalized Finance and Goal Planning for Clients
Ortec Finance and Salesforce, the global leader in CRM, announced a partnership to deliver a more data-driven personalized finance and scalable wealth advice experience for Ortec Finance customers using Salesforce Financial Services Cloud (FSC).