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.
25 January 2021Missed our Q4 2020 Scenario Webinar – Long-term Scenario Modeling for Practioners? Download presentation here
Download materials if you missed our Q4 webinar - Long-term Scenario Modeling for Practitioners by Hens Steehouwer and Patrick Tuijp.
25 January 2021Quarterly Outlook: December 2020
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.
14 January 2021PRESS RELEASE: Russ Bowdrey new Client Servicing Team Lead for Ortec Finance’s Climate & ESG Solutions
Ortec Finance, the leading global provider of technology and solutions for risk and return management, is proud to welcome Russ Bowdrey as Team Lead, Client Servicing for our Climate & ESG Solutions.
06 January 2021Mastering the dimensions of Correlations, published in The Journal of Performance Measurement - Volume 25-1
Hens Steehouwer, Head of Research, has had his article about ‘Mastering the dimensions of Correlations’ published in The Journal of Performance Measurement from the Spaulding Group.
04 January 2021Register for our Quarterly Scenario Webinar - Long-term Scenario Modeling for Practitioners
Join us on January 21 to hear our team of experts guide you through our latest Economic Scenario Outlook and learn about Long-term Scenario Modeling for Practitioners.
17 December 2020Looking back at one year in the Australian office
In January 2020 Ortec Finance opened its office in Melbourne and appointed Stefano Lee to head up the office as Managing Director for Australia and New Zealand.Asset Management / Pension Funds / Sovereign Wealth Funds / Wealth Management / Asset Allocation / Asset Liability Management / Climate ESG Solutions / Economic Scenario Generator / Goal Based Planning / Performance Measurement and Attribution / Strategic Risk Management / Wealth Planning and Monitoring
17 December 2020How Climate Change may affect Retail Wealth Advice
While institutional investors are already incorporating the risks and opportunities of ClimateChange into their policies, this is still barely the case for retail investors and their advisors. How may the potential consequences of Climate Change affect the perspective on expected rate of return? And how does this perspective impact decision-making for retail investors? With this series of blogs, we would like to give you a little sneak peek into our own innovation roadmap. In the next few months, we will publish several blogs and discuss our developments on some important components of the advice process. Read the third article of the blog series here.
10 December 2020Ortec Finance’s Climate & ESG Solution participated in the annual meeting of the Integrated Assessment Modeling Consortium
Last week we participated in the annual meeting of the Integrated Assessment Modeling Consortium (IAMC). This scientific meeting intended for peer sharing and vetting is open to researchers from organizations involved in integrated assessment modelling and their research collaborators.