Ortec Finance appoints Michelle Li as Head of Australia

Ortec Finance, a leading provider of technology and solutions for risk and return management, announces the promotion of Michelle Li to Head of Australia. Michelle will take on this new role while continuing to serve as Head of Client Services, APAC.

In her expanded role, Michelle will continue to lead a team of investment performance professionals to advise a wide range of superannuation (pension) funds to analyze their investment decisions using its established performance measurement and attribution solution – PEARL. She will also oversee the day-to-day operations of the Australian business, ensuring the company’s growing client base continues to receive seamless and efficient service delivery.

Michelle joined Ortec Finance in 2021 as a consultant, where she led the implementation of PEARL into the investment processes of several large superannuation funds. In 2023, she was promoted to Head of Client Services, APAC.

Michelle Li, Head of Client Services APAC & Head of Australia at Ortec Finance, added: “As investment decisions becoming increasingly complex in the current global landscape, we are seeing a growing number of financial institutions seeking deeper insights across the full investment decision-making process to ensure they can deliver stable, long-term returns to their members and stakeholders. I look forward to working with the Australia-based team and my international colleagues to support them on this journey.”

Stefano SJ Lee, Managing Director – APAC at Ortec Finance, commented: “Michelle has been a key contributor to the successful growth of our Australian business, playing a pivotal role in leading major implementations and mentoring the Australia-based PEARL client services team. I wish her every success in her new role and look forward to working closely together to help financial institutions across the Asia-Pacific region with harnessing data-driven solutions to improve investment decisions.”