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?
More on our software and services for asset managers
Performance Measurement & Attribution
Master the complexity of investment decision making with our performance measurement & attribution software PEARLEconomic scenario generator
Support your investment decisions and risk management with our unique stochastic Economic Scenario Generator software
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Asset Allocation
Optimize your strategic asset allocation, while incorporating robustness for climate change, with our software and services
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Strategic Risk Management
Improve evaluating your ex-ante strategic (climate) risks and return objectives with our Strategic Risk Management software and serviceClimate Scenarios & Sustainability
Assess and quantify your portfolio’s exposure to climate risks and opportunities, across 600+ financial and economic variables.
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A few of our customers
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Elske van de Burgt
Managing Director Investment PerformanceRelated Insights
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17 April 2025Ortec Finance featured in CISL’s guide to building climate-resilient investment portfoliosOrtec Finance contributes to CISL’s guide developed in response to the growing need for investors to integrate physical climate risks
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14 April 2025Ortec Finance updates climate scenariosOrtec Finance releases their 2025 climate scenarios which highlight important areas of developing physical and market pricing risks for institutional investors
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10 April 2025Ortec Finance updates its performance measurement and attribution solution – PEARL 9.3Ortec Finance upgrades its performance measurement and attribution solution to better integrate currency strategies into complex fund hierarchies
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10 April 2025Webinar: Utilizing PEARL 9.3 to further integrate currency strategies within complex fund hierarchiesLearn how Ortec Finance’s latest upgrade to its performance measurement and attribution solution can help asset owners further integrate currency strategies
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04 April 2025Webinar recording: Fundamentals of currency decisions in performance attributionWatch our webinar to better understand how different decisions in currency overlay programs are impacting a portfolio’s overall performance
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03 April 2025Investment suitability in Canada: Navigating the evolving regulatory environmentHow are top financial firms in Canada adapting to new suitability regulations? A new independent study reveals key insights.
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03 April 2025Spring Statement 2025: Steering clients through the fiscal forecast before the storm hitsSpring Statement 2025: Advisers must help clients navigate upcoming CGT, IHT, and pension reforms—preparing now ensures resilience in an evolving tax landscape.
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03 April 2025PRESS RELEASE Ortec Finance boosts UK growth with appointment of Mark GloverOrtec Finance deepens its commitment to the UK market with the appointment of Mark Glover as Managing Director – Head of UK Wealth Management.
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02 April 2025PRESS RELEASE: Ortec Finance recognized in WealthTech100 2025 as a leading innovator in wealth management technologyOrtec Finance has been named in the #WealthTech100 2025 for the 7th year in a row, a testament to relentless innovation!