Full Program PEARL


Day 1 - Wednesday


14:00 - 16:30
Workshop 1:

Currency Management*

Workshop 2:

Equity-Style Attributions in PEARL*


Workshop 3:

Climate risk workshop*

16:30 – 18:30
Welcome & drinks

18:30 – 19:30
Keynote Address

19:30 – 22:00
Dinner

*The fee for participating in a workshop is 250,- free of VAT. Please note that you can only attend one workshop of your choosing.

 


Day 2 - Thursday

 

09:00 – 09:30

Registration and Coffee

09:30 – 10:30

Welcome and opening

10:30 – 12:30

User group

12:30 – 14:00

Lunch

 


 

Day 1 - Wednesday

Workshop 1: Equity-style Attributions in PEARL

In this workshop, we will deep-dive into the different equity-style attribution models provided by the latest PEARL version. PEARL, the globally acclaimed investment performance solution from Ortec Finance, offers an array of models and configuration options which, at a first glance, can seem overwhelming. During this workshop, the speakers will explain all the following capabilities and use of these models:
  • Top-down vs. bottom-up
  • Single- and multi-level attributions
  • Using look-through
  • Calculating additional effects such as Hedging, Currency, Trading and Pricing effects

 

Workshop 2: Currency Management

During the workshop we’ll focus on analyzing different currency management strategies on an ex-post basis using Ortec Finance’s performance evaluation solution PEARL to demonstrate the different techniques.* 

  • Gain insight into your currency exposures
  • Applying and analyzing different hedging strategies
  • Measuring the impact of proxy currencies and timing decisions 
  • How best to evaluate your currency manager?

This session will be a great opportunity to discuss the pros-and-cons of the different methods of evaluating your currency management on an ex-post basis together with both Ortec Finance’s experts and your peers. 

*  Please note that this is not a hands-on software training.

 

Workshop 3: Climate Risk Workshop

Climate risk is recognized as a systemic driver of financial risk. This introduces new challenges for investors. What is the impact of various global warming pathways on the forward-looking financial risks and returns? And, what does this mean for your long-term objectives and risk appetite? During this interactive workshop, we will have an in-depth discussion on Ortec Finance latest innovation for embedding climate related risks and opportunities into financial planning and risk analysis.*

Indicative topics to be covered:

1. Introducing the climate change challenge including upcoming financial regulation

2. Presenting the climate-savvy scenario methodology
  • Building block I: climate data inputs
  • Building block II: translation to macro-economic shocks
  • Building block III: translation to financial markets via adjusted Ortec Finance scenario methodology

3. Illustrative case study: applying climate-savvy scenario’s to an investment portfolio

* Please note that this is not a hands-on software training.

 


 

Day 2 - Thursday

User Group

The annual user group will, as always, be organized by our clients for our clients. During this session, PEARL clients from all over the world with different backgrounds get the chance to share their opinions, experiences and different points of view. The exact content and format will follow.

PEARL Product Development Update

During this presentation, we will take the time to look back and reflect on the last year and all new major features that have been introduced in our ever-evolving product. Next to that, we’ll also take some time to look forward and share the roadmap and ideas for the future of PEARL.

Integrate PEARL in Other Business Processes

In this session we’ll discuss practical use-cases of how PEARL can enhance business processes by integrating PEARL's ETL tooling and API's.

 


 

Locations

The workshops and evening program on 20 March will be hosted at the strikingly designed all-glass hotel - Room Mate Aitana. For the congress day on 21 March, you are invited to the nearby Muziekgebouw aan 't IJ, just like last year. This unique building, with beautiful vistas over the river IJ, is the most important stage in the Netherlands for contemporary music.

 


 

Further Information

If you have any questions about the Client Conference, please contact Stefanie Kemming (stefanie.kemming@ortec-finance.com). We look forward to welcoming you in March!

Registration

Don't miss your chance to join the Client Conference. Register today!