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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01 April 2021Join our webinar Currency attribution: putting theory into practiceJoin 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.
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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.
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31 March 2021Register for our Quarterly Scenario Webinar – Introducing our latest innovation: a credit rating transition moduleRegister for our Quarterly Scenario Webinar – Introducing our latest innovation: a credit rating transition module.
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18 March 2021PEARL and currency 2/3: Currency Overlay Attribution: A Practical GuideHow PEARL takes the currency dimension into account in performance measurement & attribution calculations of investments. Download 30 page paper 2/3
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12 March 2021Ton van Welie, CEO Ortec Finance, announces 2021 virtual Client ConferenceTon van Welie, CEO Ortec Finance, announces 2021 virtual Client Conference for May 18 and 20.
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11 March 2021Missed CAiP virtual on Climate Scenario Analysis? Download slidesLisa Eichler, co-head Climate & ESG, and Laura Zizzo, CEO Manifest Climate, presented about Climate Scenario Analysis: Enabling Action in the Face of Uncertainty at CAiP’s virtual forum on ESG- Sustainable investments. Download the slides of the presentation in case you missed it.
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08 March 2021UNEP FI Recognizes Ortec Finance’s Climate & ESG Solutions as Important Climate Risk Assessment ToolsOrtec Finance’s Climate MAPS, Climate PREDICT, and Climate ALIGN were recognized as important tools for climate risk assessment in the latest United Nations Environment Programme Finance Initiative (UNEP FI) climate report The Climate Risk Landscape.
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02 March 2021Ortec Finance featured in Wealth Mosaics WealthTech Views ReportWe 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.
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02 March 2021PEARL and currency 1/3: The Currency Dimension
How PEARL takes the currency dimension into account in performance measurement & attribution calculations of investments. Download 18 page paper.