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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17 April 2025Ortec Finance featured in CISL’s guide to building climate-resilient investment portfoliosOrtec Finance contributes to CISL’s guide developed in response to the growing need for investors to integrate physical climate risks
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14 April 2025Ortec Finance updates climate scenariosOrtec Finance releases their 2025 climate scenarios which highlight important areas of developing physical and market pricing risks for institutional investors
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10 April 2025Ortec Finance updates its performance measurement and attribution solution – PEARL 9.3Ortec Finance upgrades its performance measurement and attribution solution to better integrate currency strategies into complex fund hierarchies
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10 April 2025Webinar: Utilizing PEARL 9.3 to further integrate currency strategies within complex fund hierarchiesLearn how Ortec Finance’s latest upgrade to its performance measurement and attribution solution can help asset owners further integrate currency strategies
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04 April 2025Webinar recording: Fundamentals of currency decisions in performance attributionWatch our webinar to better understand how different decisions in currency overlay programs are impacting a portfolio’s overall performance
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03 April 2025Quarterly Scenario Webinar - 'Navigating the chaos in a shifting landscape'Join us on April 29 for our Q1 webinar where our in-house expert Finn Stijns will be guiding you through our Quarterly Scenario outlook ‘Navigating the chaos in a shifting landscape’ and Sophie Heald will be introducing the 2025 climate scenarios as our special topic.
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01 April 2025Trade wars: what institutional investors need to knowDownload our latest trade wars report for institutional investors.
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20 March 2025PRESS RELEASE: Ortec Finance expands global presence with appointment of Stacy HowlinOrtec Finance is pleased to announce the expansion of its global presence with the appointment of Stacy Howlin as Managing Director, United States.
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19 March 2025Webinar recording: Utilizing NGFS climate scenarios for climate risk analysisWatch our webinar to better understand how NGFS climate scenarios can be utilized for assessing the financial impact of climate change