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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08 August 2022Multi-period performance attribution paper re-publishedThis re-published multi-period performance attribution paper describes a framework for an allocation effect taking active weight drift into account.
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22 July 2022Quarterly Outlook: Q2 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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11 July 2022Ortec Finance’s Joost Meerwijk panelist in Multi-asset class attribution session in SydneyJoost is panelist in the Multi-asset attribution panel of the 4th Risk & Performance summit in Sydney to be held August 18. Ortec finance is proud sponsor.
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11 July 2022Transform your practice with advanced scenario analysisFor individual investors and their advisors, leveraging an institutional-quality technological solution can help elevate the planning and management of client goals and enhance the operational efficiency of advisor practices, ultimately helping build better client outcomes in uncertain markets.
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06 July 2022Webinar: Your Future, Your Super (YFYS) reforms, by Michelle Li
September 1 at 4:00 p.m. AEST, Michelle’s webinar will consist of an introduction of APRA’s YFYS performance test challenges, Ortec Finance’s approach. Register here.
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04 July 2022Q2 Economic Scenario Outlook WebinarOur in-house experts Marijn Heijmerikx and Tom Hazenberg will walk you through our latest quarterly outlook and discuss the impact of stagflation on pension funds.
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27 June 2022Funding ratio/solvency ratio attribution webinar by Maarten Niederer: materialsJune 21 Ortec Finance’s Senior Consultant Maarten Niederer hosted a webinar on funding ratio/solvency ratio attribution.
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20 June 2022Practice building made easier with advanced portfolio projection models
Being able to provide a sophisticated analysis of risk–return scenarios for clients offers a clearer line of sight into a client goals, no matter what the market brings.
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20 June 2022Ortec Finance works with Duke University to take first steps to incorporating Ecosystem Services Loss in financial climate risk modellingThe aim of this research is to better understand the most scientifically sound, yet practical way to measure the effect of Biodiversity and Ecosystem Service (BES) losses on the economy