Date: Thursday, 28 March, 2019
Location: Haus zum Rüden, Limmatquai 42, 8001 Zürich


The Ortec Finance Seminar is exclusively addressed to pension fund representatives and serves as a discussion platform where current trends and opportunities for the pension fund industry are discussed.

We cordially invite you to the Ortec Finance Seminar in Zürich. Climate & ESG risks and how to integrate these in the investment process, form the first key topic at our seminar. We are pleased to present you our holistic approach to climate change including specific client examples, how climate risks may be taken into account in ALM studies or in risk monitoring. In addition, the morning program covers trends and innovations in the field of ALM, which will be relevant for pension funds in the coming years.

In the afternoon, the focus is set on an international comparison. What makes the Dutch pension system internationally successful and which elements could also be promising for the Swiss pension fund industry?

Representatives of renowned pension funds from Switzerland and the Netherlands will speak about these hot topics supported by experts from Ortec Finance.

The program will be complemented by a speech from our Global Head of Research on the quality of investment decision models.

For more information, please see the program below.

During lunch and drinks, you will have the opportunity to exchange ideas directly with other attending pension fund representatives and Ortec Finance experts.

Depending on your time constrains and interest, you can choose to attend only the morning or afternoon program, or if you wish the full day program.

P.S.: Participation at the Ortec Finance Seminar is considered as advanced training. We will be happy to issue a confirmation of participation (Art.51a para.2 lit.i BVG).

Vormittag (in deutscher Sprache gehalten)

08:30 Einlass und Anmeldung 

Begrüssung und Einleitung
Raymond Hamersma, Senior Consultant, Ortec Finance

ALM – Neuerungen und Trends
Reto Wild, Senior Consultant, Ortec Finance

Nachhaltigkeit bei PUBLICA
Patrick Uelfeti, CFA, Stellvertretender Leiter Asset Management, Pensionskasse des Bundes PUBLICA 

10:30 Pause

Integration von Klimarisiken in den Anlageentscheidungsprozess: Einführung unseres klima-integrierten ökonomischen und finanziellen Szenarios
Lisa Eichler, Co-Head of ESG and Climate Solutions, Ortec Finance

11:45 Stehlunch / Lunch


Afternoon (conducted in English)

13:15 Introduction
Hens Steehouwer, Head of Research, Ortec Finance
13:20 The Dutch and Swiss Pension Fund Systems - conclusions from an international comparison
Elwin Molenbroek, Senior Consultant, Ortec Finance
13:50  Dutch pensions in practice
Martijn Penders, Investment Manager, DSM Pension Services B.V.
14:45 Break
15:15 On the quality of investment decision models
Hens Steehouwer, Head of Research, Ortec Finance
15:45 Navigating climate scenario analysis: Implications for strategic investment decision-making
Lisa Eichler, Co-Head of ESG and Climate Solutions, Ortec Finance
16:30 Drinks 


Detailed program

For further information on the program and speakers please click here:



Would you like to participate? Then register now for the seminar (morning and/or afternoon session) by filling out the form below. We look forward to receiving your registration before 22 March, 2019.

Registration Ortec Finance Seminar, March 28, Zurich

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