History

In 1981 a group of PhD students discovered that by applying innovative modeling techniques they could support companies in making better decisions and therefore improving their efficiency and quality.

In 1985 an asset-liability scenario system was developed for a large Dutch corporate pension fund. It was very well received and appeared to be a valuable model in helping the fund make effective investment decisions.

Ortec Finance as part of ORTEC International was established in 2004.

In 2008 Ortec Finance was established as an independent company.

Nowadays Ortec Finance’s founders still own parts of its shares. All other shares are owned by employees.


1981 ORTEC established
1985 Asset-Liability Scenario system developed for a large Dutch corporate pension fund
1993 Performance Attribution system developed
2004 Ortec Finance established, part of ORTEC International
2007 Ortec Finance Switzerland established
2008 Ortec Finance UK established
2008 Ortec Finance established as an independent company
2013 Ortec Finance awarded Entrepreneurs Prize Rotterdam 2012
2014 Ortec Finance Investment Consulting established, licensed by the Dutch Financial Markets Authority (AFM)
2016 Ortec Finance Canada established
2018 Ortec Finance Hong Kong established (discontinued in 2021)
2020 Ortec Finance Australia established
2022 Ortec Finance USA established
2024 Ortec Finance Singapore established
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