For more information download our GLASS for Pension Funds leaflet by filling out the form
01 April 2021Join our webinar Currency attribution: putting theory into practice
Join our webinar Currency attribution: putting theory into practice. Bas Leerink, Team leader Global Implementations PEARL, will guide you through the relevant theory and show you how this is put into practice.
01 April 2021Ortec Finance’s OPAL featured as industry expert in WealthBriefing’s Technology Traps Report
The wealth industry’s efforts to automate (parts of) the advice process are progressing fast. Yet as ever, achieving progress is not without its challenges. This publication presents the collective insight of technology thought leaders around the world to help firms avoid technology traps. Read the full publication here.
31 March 2021Register for our Quarterly Scenario Webinar – Introducing our latest innovation: a credit rating transition module
Register for our Quarterly Scenario Webinar – Introducing our latest innovation: a credit rating transition module.
18 March 2021PEARL and currency 2/3: Currency Overlay Attribution: A Practical Guide
How PEARL takes the currency dimension into account in performance measurement & attribution calculations of investments. Download 30 page paper 2/3
12 March 2021Ton van Welie, CEO Ortec Finance, announces 2021 virtual Client Conference
Ton van Welie, CEO Ortec Finance, announces 2021 virtual Client Conference for May 18 and 20.Asset Management / Banks Retail and Private / Independent Financial Advisors / Insurance Companies / Pension Funds / Sovereign Wealth Funds / Wealth Management / Asset Liability Management / Climate ESG Solutions / Economic Scenario Generator / Goal Based Planning / Performance Measurement and Attribution
11 March 2021Missed CAiP virtual on Climate Scenario Analysis? Download slides
Lisa Eichler, co-head Climate & ESG, and Laura Zizzo, CEO Manifest Climate, presented about Climate Scenario Analysis: Enabling Action in the Face of Uncertainty at CAiP’s virtual forum on ESG- Sustainable investments. Download the slides of the presentation in case you missed it.
08 March 2021UNEP FI Recognizes Ortec Finance’s Climate & ESG Solutions as Important Climate Risk Assessment Tools
Ortec Finance’s Climate MAPS, Climate PREDICT, and Climate ALIGN were recognized as important tools for climate risk assessment in the latest United Nations Environment Programme Finance Initiative (UNEP FI) climate report The Climate Risk Landscape.
02 March 2021Ortec Finance featured in Wealth Mosaics WealthTech Views Report
We are very excited to announce that our Goal Based Planning solution has been featured in this year’s WealthTech Views Report, published by Wealth Mosaic. This report provides insights into the main trends in wealth management for 2021.
02 March 2021PEARL and currency 1/3: The Currency Dimension
How PEARL takes the currency dimension into account in performance measurement & attribution calculations of investments. Download 18 page paper.