Sovereign Wealth Funds have a strong long-term focus, aiming to outperform inflation in the long term and safeguarding the nation's assets. Ortec Finance supports you in achieving these objectives in the areas of (dynamic) asset allocation and performance measurement and attribution. We provide both software and service solutions to help design an asset allocation strategy in line with the strategic objectives and risk appetite, supporting governance structure and providing insight into which decision adds the most value.

Financial dislocations and economic developments force Sovereign Wealth Funds to define an effective (dynamic) asset allocation. In the ongoing search for return in a risk-controlled manner, you are required to invest with a full understanding of the potential risks involved. You may be tempted to focus on the micro level, whereas macro-level decisions usually have a greater impact on risk and return. In addition, stakeholders increasingly demand more insight and transparency regarding your fund's performance. A key aspect of performance analysis is to determine the contribution of asset classes, sectors, or even individual securities, to the risk and return of portfolios. Accurate performance measurement and attribution can show which segments consistently add value on a risk-adjusted basis and which do not, as well as help identify strengths and weaknesses in the investment process.

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Thorough, effective, and independent

Ortec Finance combines state of the art technologies, the latest academic developments and practical experience to help you face these challenges. Our long-lasting collaboration with the academic community guarantees that our methodology is well-founded in scientific research. We also invest extensively in understanding the needs of our clients to ensure a smooth and practical application of our advanced decision-support software. We value our independence, which ensures we can provide the best level of support to our clients. Hence we refrain from any activities that could cause conflicts of interest (e.g. manager selection).

A few of our Delighted Customers

Different challenges, one solution

  • My stakeholders demand more insight and transparency regarding my fund's performance
    A key aspect of performance analysis is to determine the contribution of asset classes, sectors, or even individual securities, to the risk and return of portfolios.
  • Financial dislocations and economic developments force Sovereign Wealth Funds to define an effective (dynamic) investment strategy.
    As an independent specialist, Ortec Finance offers a complete and consistent investment simulation software (GLASS) for modeling asset classes and investment strategies based on stochastic economic scenarios, in order to define an efficient investment strategy.
  • In addition, stakeholders increasingly demand more insight and transparency regarding the performance of Sovereign Wealth Funds.
    Accurate performance measurement and attribution can show which segments consistently add value on a risk-adjusted basis and which do not, and help to identify strengths and weaknesses of the investment process.
  • We need a clear framework that provides an up-to-date overview of the financial risks from a holistic balance sheet perspective, including a periodic guidance on how and when to manage these risks
    As an independent specialist Ortec Finance offers the Risk Navigator service, a strategic risk management service for sovereign wealth funds. The Risk Navigator provides institutional investors with a clear framework that provides an up-to-date overview of the financial risks from a holistic balance sheet perspective, including a periodic guidance on how and when to manage these risks.

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