One of the key decisions for any asset owner is  asset allocation and with  the ever growing number of asset classes and investment strategies, this decision is becoming increasingly complex. Ortec Finance believes that economic models can play a supporting role in making this decision, which is why we offer both software and services in this area. Our Finance Scenarios give you access to highly realistic scenarios for a wide range of asset classes, while our software provides you with useful optimization and risk decomposition tools to create the best portfolios.

The CIO and Investment Board of any asset owner should be able to assess the key investment decision by analysing the relevant risk and return metrics of various (dynamic) investment strategies for appropriate horizons, and test the robustness of these investment strategies under different economic conditions. Ortec Finance supports these processes by providing a sound framework for the design and testing of different investment strategies and asset allocations on its platform.

Economic Scenarios for balanced asset allocation

The asset allocation decision is becoming increasingly complex as a result of the ever growing number of asset classes and investment strategies. How do you deal with public and private asset classes scattered across different regions and with different sub-asset classes? With its Economic Scenarios, Ortec Finance has created a framework that includes all the different (sub-) asset classes and creates a level playing field, which allows you to design a carefully balanced (dynamic) asset allocation.

To ensure the asset allocation is aligned with the strategic objectives and risk tolerance, the asset allocation analysis is included in our broader GLASS platform, which also comprises potential liabilities, regulatory frameworks (e.g. Solvency II) and other policy instruments (e.g. contribution policy)

More about the GLASS platform

More about Ortec Finance Real World Scenarios

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