Mandatum Life, one of Finland’s most respected and solvent financial services providers, has been an esteemed client of Ortec Finance since 2018.
They offer private, corporate and institutional customers comprehensive services for building wealth and preparing for the future. Their services include unit-linked insurance and wealth management, personal insurance, pension and reward solutions for companies, as well as related consultation services.
The company was eager to improve its customer experience through more efficient customer life cycle management. They believed that knowing client’s goals better would not only help them provide more meaningful solutions to clients, but would also help Mandatum Life stand out from its competitors.
While Mandatum Life wanted to offer better customer experience, they also wanted to find an efficient solution to fulfill the present and future regulatory requirements.
“Use of OPAL has helped wealth managers to create a more holistic and concrete picture of our client’s current situation and future goals”
- Petri Väisänen, Head of Sales, Private Wealth Management
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.
The Railways Pension Scheme is one of the UK’s largest and longest established pension funds. Our client case story highlights how we’ve enabled Railpen to take a holistic view of investments across multiple asset classes through our partnership with Burgiss.