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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23 November 2022Reflections on COP27 – Progress on loss and damage in exchange for ongoing public policy failure to deliver on climate action? -
21 November 2022Missed Private assets performance attribution webinar? Download hereJoost presented some advanced solutions for challenges in performance attribution for investments in private assets. Download materials
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08 November 2022Download slides Cbus-Ortec Finance’s co-presentation at iPARMDownload slides that were used at iPARM Nov 8 in the co-presentation by Cbus and Ortec Finance.
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26 October 2022PRESS RELEASE: Qontigo integrates Ortec Finance’s climate risk scenarios into enterprise risk management solution, Axioma RiskQontigo has partnered with Ortec Finance to provide climate stress testing capabilities within Qontigo’s Axioma RiskTM for clients.
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24 October 2022Quarterly Outlook: Q3 2022The outlook is based on the Ortec Finance Economic Scenario Generator (ESG) and offers our perspective on recent developments in the economy and capital markets.
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24 October 2022Cbus and Ortec Finance jointly present on APRA YFYS performance test attribution analysis at iPARM
Michelle Li and Mengsha Gao from Cbus Super Fund will co-present at IBRC’s iPARM in Sydney November 8.
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13 October 2022Portfolio and Goal Monitoring: The Next Level in Goal-Based PlanningFor individual investors and their advisors, this technology can help elevate the advice and management of client goals and enhance the operational efficiency of advisor practices, ultimately helping build better client outcomes.
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07 October 2022Join Ortec Finance at MPRL in Dallas on October 11, 2022Change the way you are thinking about risk within your pension. Join Ortec Finance’s Elwin Molenbroek for a session on Risk/Return Seeking Assets in a Time of Volatility
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07 October 2022Join Elwin Molenbroek for a brief discussion with Josh Scott of P&I in advance of MPRLElwin and Josh discuss the current state of markets and how pensions are operating in them