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.
05 May 2021Willemijn Verdegaal is speaking at Responsible Investor UK 2021
Willemijn Verdegaal will be speaking at RI UK 2021 by Responsible Investor! This session will discuss data challenges, ESG disclosure, and the impact of the incoming EU regulations for investors. More info and access to the full agenda and registration link here.
04 May 2021Ortec Finance featured in the WealthTech100 list as one of the world’s most innovative WealthTech company in 2021
For the third consecutive year, we are proud to be featured as one of the top 100 most innovative WealthTech companies in the world with our OPAL solution. The prestigious list recognizes solution providers for their innovative use of technology to solve a significant industry problem, or to generate cost savings or efficiency improvements. This year’s editions also features an interview with Ronald Janssen, our Goal Based Planning solution head.
26 April 2021Not attended our Q1 2021 Scenario Webinar – Introducing our latest innovation: a credit rating transition module? Download here
Download materials if you missed our Q1 webinar - Introducing our latest innovation: a credit rating transition module by Alex Boer and Patrick Tuijp.
26 April 2021Quarterly Outlook: March 2021
The outlook is based on the Ortec Finance Economic Scenario Generator (ESG) and offers our perspective on recent developments in the economy and capital markets.
22 April 2021Protecting the climate, saving the earth
Today, on Earth day, the Leaders’ Summit on Climate will underscore the urgency – and the economic benefits – of stronger climate action. It will be a key milestone on the road to the United Nations Climate Change Conference (COP26) this November in Glasgow.
At Ortec Finance, we will be monitoring the developments closely and of course will be including all the latest developments in our Climate MAPS & Climate ALIGN updates as companies and investors will have to adapt their own strategies and climate scenarios.
22 April 2021Missed our Currency attribution: putting theory into practice webinar?
Missed our April 20 Currency attribution, putting theory into practice webinar by Bas Leerink? Recording and presentation available.
01 April 2021Join our webinar Currency attribution: putting theory into practice
Join our webinar Currency attribution: putting theory into practice. Bas Leerink, Team leader Global Implementations PEARL, will guide you through the relevant theory and show you how this is put into practice.
01 April 2021Ortec Finance’s OPAL featured as industry expert in WealthBriefing’s Technology Traps Report
The wealth industry’s efforts to automate (parts of) the advice process are progressing fast. Yet as ever, achieving progress is not without its challenges. This publication presents the collective insight of technology thought leaders around the world to help firms avoid technology traps. Read the full publication here.
18 March 2021PEARL and currency 2/3: Currency Overlay Attribution: A Practical Guide
How PEARL takes the currency dimension into account in performance measurement & attribution calculations of investments. Download 30 page paper 2/3