21 September 2021Missed our Multi-Asset Attribution webinar?
If you were unable to attend our Multi-Asset Attribution webinar on September 16 – you can access the presentation and the recording here.
31 May 2021Ortec Finance’s holistic investment decision approach presented. Slides available
May 27 Maurits van Joolingen introduced Ortec Finance’s approach including the advantages of a holistic investment decision process in Melbourne.
18 March 2021PEARL and currency 2/3: Currency Overlay Attribution: A Practical Guide
How PEARL takes the currency dimension into account in performance measurement & attribution calculations of investments. Download 30 page paper 2/3
02 March 2021PEARL and currency 1/3: The Currency Dimension
How PEARL takes the currency dimension into account in performance measurement & attribution calculations of investments. Download 18 page paper.
21 March 2019Building a Performance Book of Records
Access to data is becoming ever more important. Yet there are still questions about which data should be stored, and discussions about how to choose the right data for specific analyses can be difficult. Our Investment Performance Solution can provide a helping hand.
18 March 2019Advancements in Modern Portfolio Theory
Ortec Finance provides an overview of some of the major advancements in portfolio theory that allow us to address this and various other challenges to the original Modern Portfolio Theory.