Related Insights
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11 July 2025Webinar recording: Using traditional attribution methods to analyze ESG performanceWatch our webinar to learn about a new ESG attribution model designed to help financial institutions integrate ESG impacts into their investment decision-making
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09 July 2025Brightwell: Optimizing workflows and performance insights with PEARLLearn how Ortec Finance helped Brightwell to establish investment performance and reporting as one of its core offerings under its new operational framework
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27 May 2025Developing an effective currency attribution frameworkExplore the steps required to develop a framework that allows asset owners to evaluate how currency overlay decisions contribute to their fund’s total return.
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14 May 2025The impact of currency on returns and portfolio performanceExplore why currency decisions matter and how asset owners can measure their impact, depending on how they are managed in an investment decision-making process
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02 May 2025Webinar recording: Utilizing PEARL 9.3 to further integrate currency strategies within complex fund hierarchiesWatch our webinar to learn about the latest enhancements to our performance measurement and attribution solution – PEARL 9.3
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04 April 2025Webinar recording: Fundamentals of currency decisions in performance attribution
Watch our webinar to better understand how different decisions in currency overlay programs are impacting a portfolio’s overall performance