Is your pension fund confronted with challenges like low yields, complex liabilities, increasing investment performance analysis demands, or in search of assessing climate change related risks and opportunities?
Read more on software and services for pension funds
Recently the variable pension law was passed, which allows participants in a premium contract or capital agreement to choose a variable, venture capital pension.
Together with Ortec Finance, DSM tried to objectively
compare the two variants, i.e. the Pension Fund variant and the variable retirement
benefit, for the net pension arrangement with the specific composition and financial
position of DSM, and to see where the added value lies.
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.
Lisa Eichler is Presenting at CAiP Virtual Forum 2021
Join us at the CAiP virtual forum on February 25th! Our Climate & ESG Solutions Co-Head Lisa Eichler, will host a session on climate scenario analysis, together with Laura Zizzo, CEO & Co-Founder of Manifest Climate.
A common task in the performance analysis of an investment portfolio is to convert results into an annual form. Data often comes as a set of monthly returns which must be turned into a set of meaningful yearly statistics.