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.
27 March 2023Market update: A new banking crisis?
Recently financial markets have been rocked by concerns regarding the banking sector, reminiscent of the build-up to the financial crisis of 2008. An update.
21 March 2023Ortec Finance’s Client Conference in-person is back
May 10 & 11 Ortec Finance’s clients gather in Amsterdam for an in-person Client Conference. The event takes place in the iconic Eye Film Museum.Asset Management / Banks Retail and Private / Independent Financial Advisors / Insurance Companies / 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 / Retirement Planning / Risk neutral scenarios / Strategic Risk Management / Wealth Planning and Monitoring
14 March 2023ClimateALIGN and ClimateMAPS recognized in UNEP FI’s latest report
Read about ClimateALIGN & ClimateMAPS in UNEP FI’s 2023 Climate Risk Landscape Report
01 March 2023Future proofing your performance attribution with the newly launched PEARL 9
Ortec Finance is launching PEARL 9, our new and improved ‘best of breed’ performance measurement & attribution platform.
28 February 2023Ortec Finance recognized at Insurance Asset Risk Awards
We are delighted to announce that our ClimateMAPS solution has been awarded ‘Portfolio climate risk solution of the year’ by Insurance Asset Risk for the UK and European region.
24 February 2023WEBINAR RECORDING: Portfolio net-zero alignment with ClimateALIGN
Find out how you can achieve portfolio net-zero alignment with an independent and comprehensive Implied Temperature Rise (ITR) metric
23 January 2023Missed our Q4 2022 Scenario Webinar? Access it here
If you missed the Quarterly Scenario Webinar, you can access the presentation, the recording, and the Q4 Economic Outlook here.
17 January 2023Portfolio net-zero alignment in a nutshell
Learn how the Implied Temperature Rise (ITR) metric can be the most reliable and comprehensive portfolio net-zero alignment metric
06 January 2023“Practical Guideline for Funding/Solvency Ratio Attribution” wins Dietz award
Maarten Niederer won the Dietz award for its “Practical Guideline for Funding/Solvency Ratio Attribution” article in the Journal of Performance Measurement.