Bringing transparency to the performance of investment
decisions at New Zealand Superannuation Fund. In collaboration with Ortec Finance, the New Zealand Superannuation Fund (NZSF)
implemented PEARL, Ortec Finance’s performance attribution system in 2013.
PEARL
calculates returns for portfolio investments and compares these to a wide range of
benchmarks. It also provides information about the overall level of risk in the portfolio.
The new system significantly improves the depth and granularity of the Fund’s
performance reporting, helping us to make better investment decisions.
Related Insights
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19 March 2024In-House Student Day: Thursday 30 May, 2024 - Rotterdam
Calling all students! Join us for an unforgettable day of insights and inspiration at our exclusive In-House Student Day.
Asset Management / Banks Retail and Private / Housing Associations / Independent Financial Advisors / Insurance Companies / Municipalities / Pension Funds / Sovereign Wealth Funds / Wealth Management / Asset Allocation / Asset Liability Management / Climate ESG Solutions / Economic Scenario Generator / /Ormetrics/Corporate/Home/Solutions/Goal Based Planning / Performance Measurement and Attribution / Real Estate Financial Planning / /Ormetrics/Corporate/Home/Solutions/Real Estate Management / Real Estate Financial Planning / /Ormetrics/Corporate/Home/Solutions/Retirement Planning / Risk neutral scenarios / Strategic Risk Management / /Ormetrics/Corporate/Home/Solutions/Wealth Planning and Monitoring -
29 February 2024Client Conference 2024 program is released
May 15 & 16, 2024 Ortec Finance’s clients gather in Amsterdam for an in-person Client Conference. The event takes place in the iconic Eye Film Museum.
Asset Management / Banks Retail and Private / Independent Financial Advisors / Insurance Companies / Pension Funds / Sovereign Wealth Funds / Wealth Management / Asset Allocation / Asset Liability Management / Climate ESG Solutions / Economic Scenario Generator / /Ormetrics/Corporate/Home/Solutions/Goal Based Planning / Performance Measurement and Attribution / /Ormetrics/Corporate/Home/Solutions/Retirement Planning / Risk neutral scenarios / Strategic Risk Management / /Ormetrics/Corporate/Home/Solutions/Wealth Planning and Monitoring -
23 February 2024Ortec Finance's 2023 customer satisfaction survey shows high scores
This consistent positive feedback reflects the strong rapport we share with our clients around how our solutions solve their challenges.
Asset Management / Banks Retail and Private / Housing Associations / Independent Financial Advisors / Insurance Companies / Municipalities / Pension Funds / Sovereign Wealth Funds / Wealth Management / Asset Allocation / Asset Liability Management / Climate ESG Solutions / Economic Scenario Generator / /Ormetrics/Corporate/Home/Solutions/Goal Based Planning / Performance Measurement and Attribution / Real Estate Financial Planning / /Ormetrics/Corporate/Home/Solutions/Real Estate Management / Real Estate Financial Planning / /Ormetrics/Corporate/Home/Solutions/Retirement Planning / Risk neutral scenarios / Strategic Risk Management / /Ormetrics/Corporate/Home/Solutions/Wealth Planning and Monitoring / Vastgoedfinancien / Vastgoedsturing / Vastgoedwaardering -
12 February 2024PRESS RELEASE: Ortec Finance appoints Hens Steehouwer as Chief Innovation Officer
Hens will responsible for integrating climate risk and expanding AI capabilities
Asset Management / Banks Retail and Private / Housing Associations / Independent Financial Advisors / Insurance Companies / Municipalities / Pension Funds / Sovereign Wealth Funds / Wealth Management / Asset Allocation / Asset Liability Management / Climate ESG Solutions / Economic Scenario Generator / /Ormetrics/Corporate/Home/Solutions/Goal Based Planning / Performance Measurement and Attribution / Real Estate Financial Planning / /Ormetrics/Corporate/Home/Solutions/Real Estate Management / Real Estate Financial Planning / /Ormetrics/Corporate/Home/Solutions/Retirement Planning / Risk neutral scenarios / Strategic Risk Management / Vastgoedfinancien / Vastgoedsturing / Vastgoedwaardering / /Ormetrics/Corporate/Home/Solutions/Wealth Planning and Monitoring