Pension Funds, Insurance Companies and Sovereign Wealth Funds face many complexities when it comes to making decisions about their investment portfolios. Some tend to focus on the micro-level, whereas macro-level decisions usually have a greater impact on risk and return.
Changes in your financial position or market circumstances demand regular evaluation of your strategic risks and return objectives. To what degree are your long-term and short-term strategic objectives still feasible? Are risks still within the risk budget? Which changes are required in your investment policy? The Ortec Finance Risk Navigator service provides insight into these relevant questions from an organisation-specific holistic balance sheet perspective.
SRM with a focus on
- Strategic Risk Management Insurance Companies
- Strategic Risk Management Pension Funds
- Strategic Risk Management Sovereign Wealth Funds
Different challenges, one solution
I would like to gain insight into my future potential for Capital Generation
There is an ongoing shift in the way in which analysts and other stakeholders look at the financial performance of insurers. This is why Ortec Finance has positioned its asset and liability modelling framework (GLASS) to cope with a forward-looking view of the components underlying your potential for capital generation.
How can I create consistency in risk management throughout the company?Ortec Finance offers a complete and consistent modelling framework (GLASS) for modelling insurance liabilities, asset classes, investment and dividend policies, and economic scenarios, both at Group level and for the underlying entities. Furthermore, this framework is ideally suited for all applications ranging from ALM and ORSA to monitoring.
I want to determine the impact of revisions in the Solvency II frameworkOrtec Finance's asset and liability modelling framework (GLASS) incorporates the Solvency II framework. It can provide a full breakdown of the SCR and Eligible Own Funds components for both the standard formula and an internal model approach.
We have designed our processes at the municipality of Amsterdam with the WOZ triangle very progressively. However, we want to continue to develop them and we see many opportunities for the future. In doing so, we will use Ortec Finance’s knowledge and advice.Rodney Frederiks, Department Manager at Gemeente Amsterdam
For years we have been doing business with Ortec Finance and Vabi to our satisfaction. Through the use of AM we can make smarter investment decisions. The fact that AM can be linked to WALS/FMP makes for great efficiency and saves a lot of time.Remco Gras, Asset Manager at Maasdelta
Ortec Finance Treasury meets our demand to gain insight in a simple but well-founded and high-quality way and include it in the treasury budget.Rudi van der Heijden, Employee Financial Analysis and Reporting at Woonveste