Optimize private market investment decisions at both the asset and portfolio levels throughout the investment decision-making process.
Increasing allocations to this diverse and unique asset class has introduced new return measurement, valuation and liquidity challenges, affecting strategic asset allocation, portfolio risk management, and performance measurement.
Our extensive capabilities in risk and return scenario modelling, pacing and liquidity risk management, climate scenario analysis, and performance attribution help pension funds, insurance companies, sovereign wealth funds, and asset managers navigate the complexities of this important asset class, and address its fundamental differences from publicly listed markets.
Design resilient investment strategies that capitalize on private market opportunities.
Data-driven solutions backed by robust models
Performance measurement and attribution
Risk and return scenario modelling
Pacing and liquidity risk management
Climate scenario analysis
Webinar series - Private assets in focus: Navigating investment decisions
Our team of experts recently hosted a comprehensive five-part webinar series, designed to specifically help the global investment community enhance decision-making in the context of private assets.
Now available on-demand - Catch up on the full series to explore the challenges– and how to overcome them.
Understanding private assets in the institutional investment landscape
Gain a deeper understanding of the risk/return profile of private assets, as well as key considerations when designing investment strategies
Private asset modelling to support strategic asset allocation
Explore more effective approaches to modelling private asset classes in support of strategic asset allocation (SAA) decisions
Private asset performance attribution to effectively analyze investment decisions
Learn how performance measurement and attribution frameworks can be adapted for private assets
Investing in private assets through a climate change lens
Understand the key climate considerations of private assets, across both challenges and opportunities
Harnessing scenario-based machine learning (SBML)
for private asset investment decisions
Discover how this innovative approach can be leveraged to optimize diverse portfolios aiming to increase their private asset allocations
Our team is ready to help
Want to learn more about how our team can support your private asset investment decisions?
Contact
Stefano SJ Lee
Managing Director - Asia Pacific
Richard Boyce
Managing Director, North America
Stacy Howlin
Managing Director, United States
Hamish Bailey
Managing Director UK, Head of Insurance & Investment
Oliver Henriquez
Sales Director, EMEARelated Insights
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29 October 2025Quarterly Outlook: Q2 2025The 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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29 October 2025Supporting private assets investment decisions with risk and return scenario modellingLearn how Ortec Finance’s risk and return scenario modelling capabilities can support private asset investment decisions.
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29 October 2025Supporting private assets investment decisions with GLASS’ private assets pacing and liquidity risk managementLearn how Ortec Finance’s GLASS’ pacing and liquidity risk capabilities can support private asset investment decisions.
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29 October 2025Supporting private assets investment decisions with PEARL’s performance measurement and attributionLearn how Ortec Finance’s performance measurement and attribution capabilities can analyze private asset investment decisions.
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29 October 2025Empowering investment decisions across private assetsLearn how Ortec Finance’s range of scenario modelling, risk management and performance attribution capabilities can support private asset investment decisions.
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29 October 2025Supporting private assets investment decisions with ClimateMAPS’ climate scenario analysis
Learn how Ortec Finance’s climate scenario analysis capabilities can support private asset investment decisions.
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27 October 2025Quarterly Pensions Investments ReviewThe Quarterly Pensions Investments Review is a comparison in expected risk and investment return.
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23 October 2025The Case for Sophisticated ALM Models in EU Life Insurance Investment StrategyLife insurers face rising ALM complexity. Advanced models like SBML boost solvency, capital efficiency & innovation—spreadsheets fall short.
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23 October 2025Webinar recording: Private asset modelling to support strategic asset allocation
Watch out webinar to explore more effective approaches to modelling private asset classes in support of strategic asset allocation (SAA) decisions