Understand the impact of every investment decision
Obtain deep insights through decision, currency, multi-asset, equity, fixed income and factor attribution models.
PEARL is Ortec Finance’s established performance measurement and attribution solution that enables asset owners, asset managers and fiduciary managers to measure and analyze allocation decisions across multi-asset portfolios, currency hedges and overlay strategies.
Calculate the added value of each decision. Enhance the overall investment decision framework.
Why evaluate and assess investment performance with Ortec Finance’s PEARL?
Users can:
- Create fund hierarchies and benchmark structures that reflect real-world portfolio management
- Manage high data volumes through an automated workflow
- Enable extensive and flexible reporting
- Customize data configurations batch processing and imports
- Access a user-friendly workflow interface with intuitive data validation and audit trial capabilities
- Implement API-based data extraction and integrate the GIPS reporting module
- Select SaaS, outsourced managed service, or a hybrid solution, with full implementation, data integration, and ongoing support.
Unlock deeper insights with:
- Consistent multi-asset attribution across all asset classes
- Equity attribution using Brinson and/or factor-based analysis
- Fixed income attribution that analyses how yield, duration and credit quality impact your portfolio.
- Enhanced private asset attribution from a total fund perspective that considers illiquidity, valuations, and benchmarking challenges
- Top-down decision-based attribution to identify drivers of asset class vs strategic benchmark returns and the impact across the Investment Decision Process
- Proprietary currency attribution compatible with centralised overlays or decentralized currency strategies
- ESG measurement that captures how investment decisions align with ESG goals
Download our PEARL established performance measurement and attribution brochure
Webinar - Private asset performance attribution to effectively analyze investment decisions
Watch our webinar to learn how to address the key challenges in combining public and private assets for whole-of-fund performance measurement and attribution.
Topics covered include:
- The challenges posed by illiquidity, and how data limitations further intensify them
- Suitable benchmarks and attribution models and how these differ from standard approaches
- How the results can be effectively integrated with public assets on total fund-level
