Does your sovereign wealth fund also aim to outperform inflation and safeguard the nation's assets? And are you confronted with challenges like low yields, continuously forced to further optimize return from your multiple horizon investment strategy taking into account your solvency framework, liabilities and defined risk budgets? Facing increased investment performance analysis demands, or are you in search of assessing climate change related risks and opportunities?
More on our software and services for sovereign wealth funds
Bringing transparency to the performance via attribution of investment decisions at New Zealand Superannuation Fund
Michael Mitchell, Head of Portfolio Risk at New Zealand Superannuation:
“NZSF was committed to providing stakeholders with a high level of transparency of its performance and portfolio holdings. A shift by the Fund also increased its performance reporting needs. As an innovative and global orientated company Ortec Finance met these needs.”
Why stocks could be in the red this year and what to do about it
It hasn’t been since 2000 and 2001 that U.S. stock markets lost money in two consecutive years, but it’s something that could potentially happen again this year. Ortec’s modelling is pointing to negative equity returns over the next 12 months as the most likely market scenario. Pension funds with tactical or dynamic allocations at their disposal may want to temper their risk and consider fixed income instead.
Ortec Finance discusses with Responsible Investor on why high-quality climate data is essential for investors to map progress toward emission reduction goals and enable a successful transition to net-zero.