We model and map the relevant uncertainties in order to help you monitor your goals and decisions. Founded by leading experts in the fields of Econometrics and Technology in 1982, we have achieved an outstanding reputation, built on reliability. With over 600 clients in 20+ countries, we play a vital role in helping our clients improve investment decision making and managing uncertainty.
Headquartered in Rotterdam, The Netherlands, we also have offices in Amsterdam, London, Toronto, Zürich, Melbourne, Singapore and New York.
Key Facts
We work for the best in the world
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a.s.r.
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New Zealand Superannuation Fund
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M&G Investments
GLASS as an economic scenario integrator
Neal Hegeman, Head Investment Strategy & Research:
“As a.s.r., we have been a customer of Ortec Finance for more than 10 years. During this time, we have been using GLASS more and more intensively. As a result, we are now involved with the development of the model and, according to our needs, implement the model together with Ortec Finance. GLASS is very flexible in this respect - we can fine-tune the model and add our own assumptions.”
Bringing transparency to the performance of investment decisions at New Zealand Superannuation Fund
Michael Mitchell, Head of Portfolio Risk at New Zealand Superannuation:
“NZSF was committed to providing stakeholders with a high level of transparency of its performance and portfolio holdings. A shift by the Fund also increased its performance reporting needs. As an innovative and global orientated company Ortec Finance met these needs.”
Scenario-Based Machine Learning - Optimizing with precision
Iain Ritchie, M&G:
“Investment teams at insurers are often allocated a specific Market Risk SCR budget, or limits for each individual components, within which they must operate. By optimizing within these constraints, investment teams can identify viable alternative strategies. Additionally, such analysis can provide valuable insights for increasing the Market Risk SCR budget by demonstrating how this extended capacity can be effectively utilized.”
Latest items
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13 January 2026UK Defined Benefit Pension Schemes: Endgame Strategy Evaluation Using an ALM-Based ApproachExplore DB pension endgame options beyond buy-out. Compare run-on and captive insurance using an ALM-based approach. Download the whitepaper.
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08 January 2026Quarterly Scenario webinar Q4 2025 - 'New Year, New Rules? Reassessing the Economic Landscape'Join us on January 29 for our Q4 webinar for Insightful Market Analysis and Strategy Guidance. Join our in-house experts, Jordan ter Borch, Ben Hudson and Selina Wang, for a 60-minute session unpacking the trends shaping 2026 and the latest strategies for defined benefit (DB) endgames.
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02 January 2026Webinar: Performance reporting for advanced analytics: Tools, techniques, and practical guidanceLearn how to develop a reporting framework that translates complex data, supports manager evaluation and highlights key performance drivers
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24 December 2025Devolution, Delivery and Financial Reality: Lessons from Amsterdam’s Housing PartnershipsDiscover how Amsterdam’s housing associations and municipality use transparent financial assessments to set realistic, joint priorities for social housing investments: offering lessons in partnership, evidence-based planning, and sustainable delivery for the sector.
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15 December 2025Webinar recordings: Access past Quarterly Economic Scenario Outlook videosOur webinars dive into the latest economic outlook and tackle the key topics shaping market conditions and investment outcomes.
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10 December 2025Escalating physical risks and climate-linked inflation is challenging insurability and business continuityClimate change may expose insurers to catastrophic losses that jeopardize overall business continuity
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10 December 2025Translating the cost of climate change for the European insurance industry: 2025 updateDiscover how climate change is impacting insurance companies across the total balance sheet, using the 2025 Ortec Finance Climate Scenarios
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09 December 2025Webinar Strategic Integration of ICS into Investment Decision-MakingPart 1 of a four-part executive series for global insurers and insurance asset managers - Empowering Investment Strategy under the Insurance Capital Standard
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04 December 2025PRESS RELEASE: Ortec Finance and NextWealth unveil new industry research: Innovation with IntegrityUK wealth firms call for evidence-led, explainable tech to scale advice safely. New Ortec Finance & NextWealth report reveals five innovations.