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 February 2021Ronald Janssen is speaking at the Digital Integration in Wealth Management 2021
We are delighted to announce that we are proud sponsors of Arena’s Digital Integration in Wealth Management.
24 February 2021Back-testing shows 10% outperformance of our Economic Scenario Generator
Back-testing shows 10% outperformance of our Economic Scenario Generator. Download report.
17 February 2021Lisa Eichler is Presenting at CAiP Virtual Forum 2021
Join us at the CAiP virtual forum on February 25th! Our Climate & ESG Solutions Co-Head Lisa Eichler, will host a session on climate scenario analysis, together with Laura Zizzo, CEO & Co-Founder of Manifest Climate.
12 February 20212020 Customer Satisfaction Survey shows once again consistent high scores
For the third year in a row, the survey shows consistent high scores on satisfaction!Asset Management / Banks Retail and Private / Housing Associations / Independent Financial Advisors / Insurance Companies / Municipalities / 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 / Real Estate Management / Real Estate Valuation / Retirement Planning / Risk neutral scenarios / Strategic Risk Management / Wealth Planning and Monitoring
12 February 2021How to correctly annualize a risk measure
A common task in the performance analysis of an investment portfolio is to convert results into an annual form. Data often comes as a set of monthly returns which must be turned into a set of meaningful yearly statistics.
12 February 2021New Year, New US President - What does a Biden Presidency mean for climate action and what can we expect from the United States in the coming years?
New Year, New US Presidency. Never has objective information on where the world is heading in combination with comprehensive scenario analysis been more important.
09 February 2021Goal Priorities in Multi-Goal Based Planning
Increase client engagement and further improve the value and quality of advice by adopting a goal-based approach. As financial advice shifts more and more to a client-centric approach, bank and wealth managers must ensure the product they are selling matches the goals of their clients. Learn more on how to become THE wealth coach for your clients in our blog.
04 February 20215 Ways Investors Can Seize The Opportunity of Net Zero
“We know that climate risk is investment risk. But we also believe the climate transition presents a historic investment opportunity.” Larry Fink, BlackRock, 2021
The global investment community is in agreement on the direction of climate action: Net Zero by 2050, which implies ensuring that your portfolio emits 7 – 10% less emissions each year from now until 2050. This is a big job, but a doable one. Here are five thoughts to help you on your way.
26 January 2021PEARL included in Cutter’s annual PMA vendor research report
Ortec Finance its PEARL team participated in Cutter Associates’ annual performance measurement and attribution (PMA) vendor landscape research.