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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11 July 2025Webinar recording: Using traditional attribution methods to analyze ESG performanceWatch our webinar to learn about a new ESG attribution model designed to help financial institutions integrate ESG impacts into their investment decision-making
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09 July 2025Our perspective on the UK’s Pension Scheme Bill: Five key considerations for LGPS FundsExplore Ortec Finance’s perspective on five key considerations particularly relevant to LGPS pools in the context of the UK’s largest pension reform.
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09 July 2025Brightwell: Optimizing workflows and performance insights with PEARLLearn how Ortec Finance helped Brightwell to establish investment performance and reporting as one of its core offerings under its new operational framework
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08 July 2025Quarterly Scenario webinar - 'How might investors manage ongoing policy uncertainty as the new normal?'Join us on July 24 for our Q2 webinar where our in-house expert Tom Janssen will be guiding you through our Quarterly Scenario outlook ‘How might investors manage ongoing policy uncertainty as the new normal?’ and Patrick Tuijp will discuss balance sheet stress testing in the global trade war era as our special topic.
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07 July 2025The role of damage functions in assessing physical climate risksLearn how different damage functions affect the assessment of physical climate risks in climate risk modeling and investment decision-making.
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07 July 2025In-House Student Day: Thursday September 19, 2024 - RotterdamCalling all students! Join us for an unforgettable day of insights and inspiration at our exclusive In-House Student Day.
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16 June 2025Ortec Finance appoints Michelle Li as Head of AustraliaMichelle Li will oversee the day-to-day operations of the Australian business while continuing to lead its local investment performance team.
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13 June 2025How scenario analysis and balance sheet simulation can help in a volatile marketInsurers: Tackle market volatility with scenario analysis and balance sheet simulation. Sander Dekker explains how to strengthen strategy and solvency.
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10 June 2025Optimizing Insurance Portfolios with SBML: Ortec Finance & M&G InvestmentsOptimizing Insurance Portfolios with SBML: Ortec Finance & M&G Investments