Are you in search of assessing climate change related risks and opportunities? Are low yields forcing you to optimize your investment strategies, taking into account multiple horizons and risk profiles? Want to apply real live stochastic economic scenarios for investment strategy fine-tuning? Facing increased investment performance analysis demands, in order to show your added value to your clients? Being a housing corporation, you may seek ways to formulate the complex policy and monitor real estate performance.
More on our software and services for asset managers and housing corporations
Ortec Finance’s OPAL featured as industry expert in WealthBriefing’s Technology Traps Report
The wealth industry’s efforts to automate (parts of) the advice process are progressing fast. Yet as ever, achieving progress is not without its challenges. This publication presents the collective insight of technology thought leaders around the world to help firms avoid technology traps. Read the full publication here.
Missed CAiP virtual on Climate Scenario Analysis? Download slides
Lisa Eichler, co-head Climate & ESG, and Laura Zizzo, CEO Manifest Climate, presented about Climate Scenario Analysis: Enabling Action in the Face of Uncertainty at CAiP’s virtual forum on ESG- Sustainable investments. Download the slides of the presentation in case you missed it.
UNEP FI Recognizes Ortec Finance’s Climate & ESG Solutions as Important Climate Risk Assessment Tools
Ortec Finance’s Climate MAPS, Climate PREDICT, and Climate ALIGN were recognized as important tools for climate risk assessment in the latest United Nations Environment Programme Finance Initiative (UNEP FI) climate report The Climate Risk Landscape.
Ortec Finance featured in Wealth Mosaics WealthTech Views Report
We are very excited to announce that our Goal Based Planning solution has been featured in this year’s WealthTech Views Report, published by Wealth Mosaic. This report provides insights into the main trends in wealth management for 2021.