RPMI Railpen (Railpen), which manages assets of around £25 billion on behalf of the 350,000 members of the Railways Pension Scheme, has adopted Ortec Finance’s Performance Attribution Solution. Railpen comprises over 100 sections, which makes their analytical and reporting requirements complex. The solution Ortec Finance offers evaluates the impact of all investment decisions a scheme makes, be that positive or negative, complex or simple, bringing complete clarity to the investment process.

Enhanced insight

Lucas Vermeulen, UK Managing Director at Ortec Finance, commented: “Our Performance Attribution Solution allows schemes to take a holistic view of all investments. Enhanced insight in the added value of investment decision-making will enable Railpen to monitor and improve their investment management process. At the same time, it will enable them to provide their clients with timely and relevant information about their investment gains and losses, both in absolute terms as well as relative to market and benchmark.”

Our Performance Attribution Solution allows schemes to take a holistic view of all investments.

Stuart Slater, Head of Risk and Performance at Railpen, commented: “We undertook a comprehensive RFP process. This resulted in selecting Ortec Finance to support us achieving our mission to pay members’ pensions securely, affordably and sustainably. To accomplish this we invest the scheme’s assets to generate strong investment returns over the long term. The quality of the analytics and the capabilities of the Pearl system, coupled with their managed service, made Ortec Finance the obvious partner.”