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
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 & ESG solutions
A suite of complementary solutions that integrate climate risk and opportunities into investment decision-making
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Asset management for housing corporations
Formulate the complex policy and monitor real estate performance
A few of our customers
Contact
Elske van de Burgt
Managing Director Investment Performance
Frank Vermeij
Managing Director Real Estate ManagementRelated Insights
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26 September 2023PRESS RELEASE: Canadian wealth managers and financial advisors to drive international investments, new research findsThe study found 78% are developing more internationally diversified portfolios.
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14 September 2023PRESS RELEASE: Clients increase their exposure to cash and alternatives, says new study of Canadian wealth managers and financial advisorsAlmost nine in 10 (86%) say they’ve been increasing their clients’ overall allocation to alternatives.
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11 September 2023Why more pension funds should adopt an asset-liability approach to their strategyWhy more pension funds should adopt an asset-liability approach to their strategy.
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30 August 2023PRESS RELEASE: Canadian clients increase their risk appetite as investment goals are hampered by volatile markets, says new studyAlmost all wealth managers and financial advisors say their clients’ investment goals have been adversely affected by recent market volatility.
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22 August 2023Elske van de Burgt sit down with Pat and Doug for Episode 7 of TSG Time podcastListen to Elske van de Burgt on Episode 7 of TSG Time podcast where she talks about the 2002 Dietz Award-winning article, “Decision-based Evaluation of the Performance of a Hierarchically Structured Investment Process,” which she co-authored with Jeroen Geenen, Marc Heemskerk, and Michiel Heerema, and provides some information on her upcoming speaking engagements and her research process.
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21 August 2023What is the role of climate scenarios in the investment processLearn more about the role of climate scenarios within an investment process for financial institutions
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07 August 2023St James’s Place: Modernizing client engagement and increasing advisor productivityFirms utilizing available technology to personalize client engagement will be best positioned to capture a meaningful market opportunity St. James's Place is fully focused on delivering this highly personalized experience.
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01 August 2023PRESS RELEASE: Dramatic increase in focus on ESG investing Canadian wealth managers and financial advisors sayNearly all wealth managers and financial advisors say clients are increasing their focus on ESG credentials in their investment portfolios.
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25 July 2023Welcome to the Ortec Finance Goals-Based Investing Podcast!Join us for this journey into the evolution of a client-centric advisory model which identifies and monitors financial goals.