Ortec Finance introduces ESG measurement and bulk data extraction for enhanced performance reporting in its latest PEARL update

Ortec Finance, a leading provider of technology and solutions for risk and return management, continues its innovation journey by delivering a significant upgrade to its established performance measurement and attribution solution, PEARL.

The latest update, PEARL 9.4, is designed to help asset owners further strengthen their data-driven investment processes. It introduces a new data extraction framework capable of generating large volumes of PEARL output for external systems in a scalable manner, enabling more automated reporting workflows and seamless integration with analytics platforms.

On a day-to-day operational basis, users can access a more intuitive reporting experience with new visualizations, including waterfall and enhanced bar charts, while support for history-only funds, multi-entity time series queries, and a refined web portal streamlines workflows and enhances usability.

The introduction of numerical security analytics also marks the first step toward integrating ESG and other quantitative security-level metrics directly into core performance and attribution workflows.

Elske van de Burgt, Managing Director, Investment Performance at Ortec Finance commented: “Following last year’s PEARL 9.3 release, we are delighted continue to deliver ongoing enhancements that reflect our client-centric approach and commitment to addressing the evolving needs of investment professionals and market conditions. We look forward to delivering further updates that draw on clients’ practical experiences and emerging priorities, such as the growing need to capture and integrate non-financial metrics to understand how investment decisions are contributing to ESG objectives.”