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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06 November 2020Proud sponsor of Cutter Associates Virtual MeetingsPEARL, Ortec Finance performance measurement & attribution software proud sponsor of Cutter Associates Virtual Member Meetings. Info, agenda, registration.
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04 November 2020Elske van Burgt in 8th iPARM 2020 panel8th iPARM 2020 with Elske van de Burgt, Head of Investment Performance in panel The Pros And Cons Of Traditional Investment Risk Measures. Listen or buy tickets.
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07 October 2020PEARL 8.4 release end of OctoberPEARL 8.4 to be released end of October. Performance measurement workflow improvements and other new features. Contact for release notes or demo
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06 October 2020Get your full copy of the ‘Configuring-Reporting-Workflow’ presentationBas Leerink has put together a 25 pager on Ortec Finance’s Performance Attribution methodology. It describes the specific steps on Configuration, Reporting and Workflow support.
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29 September 2020More on our 3 step approach in configuring attributionsDownload leaflet on 3-step approach configuring attribution. Bas Leerink comments on positive reactions on 3-step approach publication.
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29 September 2020PEARL Online User Group meeting on October 21Ortec Finance organizes a PEARL Online User Group meeting for its PEARL clients on Wednesday October 21.
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14 September 2020Union Investment goes live with PEARLUnion Investment, one of the most successful German fund managers, has adopted Ortec Finance’s Performance Measurement, Attribution & GIPS solution PEARL for their asset management services.
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04 September 2020Cbus chooses Ortec Finance PEARL software for performance measurement of investmentsAustralia’s Construction and Building Unions Superannuation (Cbus) has chosen Ortec Finance’s PEARL software to enhance performance measurement of its investment portfolio.
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24 August 2020How to deal with multi period attribution effects resulting from single period effectsIn this research paper Arno Weber addresses how to deal with multi-period attribution effects resulting from single-period effects, such that the manageability criteria are preserved.