Discover the similarities and differences between our ALM software GLASS, the one-stop shop solution for Asset Liability Management and Strategic Risk Management, and GLASS FLOW, our liability-driven investment decision-making and Strategic Risk Management solution.
GLASS
- One-stop shop solution for Asset Liability Management and Strategic Risk Management
- Robust and highly flexible, GLASS serves the needs of pension funds and endowments to improve financial investment decision-making
GLASS FLOW
- Liability-driven investment decision-making and Strategic Risk Management solution
- Based on the GLASS platform, GLASS FLOW features a next-generation user interface and a guided workflow to enhance ease-of-use and efficiency
Teams
Asset Allocation & Investment Strategy
Risk Management
Management
✓
✓
✓
✓
✓
✓
Use cases
SAA construction
Strategic risk monitoring
Climate risk analysis
Asset Liability Management (ALM)
Actuarial analysis
GLASS
- Ability to construct or optimize strategic investment policies; asset only or liability-driven
- Assess the impact of the current financial markets and most up-to-date economic scenarios on a fund’s outlook
- Assess the impact of the current asset allocation compared to the strategic asset allocation
- Flexibility to configure by users
- Quantify the plan’s exposure to systemic climate-related financial risks and opportunities across different climate scenarios
- Flexibility to configure by user
- Evaluate the plan’s outlook from a holistic perspective and adjust or design funding policies such as investment strategies, contribution policies, conditional cost of living adjustments, and discount rates.
- Analyze the sensitivity to actuarial assumptions, pension scheme changes, and demographics
GLASS FLOW
- Ability to construct or optimize strategic investment policies; asset only or liability-driven
- Assess the impact of the current financial markets and most up-to-date economic scenarios on a fund’s outlook
- Assess the impact of the current asset allocation compared to the strategic asset allocation
- Preconfigured
- Quantify the plan’s exposure to systemic climate-related financial risks and opportunities across different climate scenarios
- Preconfigured
- Evaluate the plan’s outlook from a holistic perspective and adjust or design investment strategies.
Features
Full balance sheet modeling
Dynamic scenario generator
Investment strategies & optimization
Climate risk
What-if scenario
analysis
Risk factor exposure
Strategic risk monitoring
API access
GLASS
- Full access to assets, liabilities, funding policies and regulations
- Multi balance sheet and valuation support
- Initial implementation by Ortec Finance
- Maintained by users
- Users have access to Ortec Finance Scenarioset (OFS) with annual, quarterly, or monthly updates
- Adjust factor dynamics
- Ability to incorporate own capital market assumptions
- Ability to build custom economic/financial scenarios
- Ability to run several scenario sets simultaneously
- Access to more than 600 asset classes (public and private) and macro-economics
- Ability to design strategic investment policies
- Markowitz and Mean/VaR optimization of surplus, funded ratio return, or portfolio return
- Access to proprietary Near-Optimal robust optimization
- Access to derivatives modeling and strategies (swaps, inflation swaps)
- Model dynamic investment strategies
- Access to Climate MAPS
- Flexibility to configure climate analysis
- Flexibility to configure by users
- Both asset-only and funded-ratio perspective
- Flexibility to configure by users
- Flexibility to configure by users
- Access to broader spectrum of metrics and analyses
- Ability to connect GLASS to internal or third-party tooling (data warehouse, data visualization, and automation scripts)
GLASS FLOW
- Users have access to assets
- Multi balance sheet and valuation support
- Initial implementation by Ortec Finance
- Maintained by Ortec Finance
- Users have access to Ortec Finance Scenarioset (OFS) with annual, quarterly, or monthly updates
- Ability to incorporate own capital market assumptions
- Access more than 250 asset classes (public and private) and macro-economics
- Ability to design strategic investment policies
- Markowitz and Mean/VaR optimization of surplus, funded ratio return, or portfolio return
- Access to Climate MAPS
- Climate analysis is preconfigured
- Preconfigured
- Both asset-only and funded-ratio perspective
- Preconfigured
- Preconfigured
Make your investment decisions with confidence
By consistently managing your assets and liabilities on a single platform.
Related Insights
-
17 April 2024PRESS RELEASE: Ortec Finance’s 2024 climate scenario update – Key highlightsImpacts of current El Niño anticipated to lower global GDP by 0.25% over the next two years and affect all asset classes
-
09 April 2024PRESS RELEASE: Ortec Finance releases integrated economic and climate scenariosFind out more about the industry’s first integrated economic and climate risk management tool.
-
26 March 2024Insurers need strategies to manage increasing complexityStudy shows a need for greater transparency and regulatory pressure is driving insurer spending on scenario analysis and stress testing.
-
19 March 2024In-House Student Day: Thursday 30 May, 2024 - RotterdamCalling all students! Join us for an unforgettable day of insights and inspiration at our exclusive In-House Student Day.
-
13 March 2024Save the date: ‘Barometer’ climate risk workshopClimate risk workshop for pension funds and insurance companies
-
12 March 2024WEBINAR: 2024 Ortec Finance Climate ScenariosLearn how to utilize Ortec Finance’s 2024 climate scenarios to help inform investment decisions
-
12 March 2024PRESS RELEASE: Insurers ‘increasingly concerned about greenwashing’Global study shows nearly half are very concerned about the issue.
-
12 March 2024Should investors still assume the world can realistically achieve net-zero by 2050?What are the potential investor implications if this goal is not achieved?
-
29 February 2024PRESS RELEASE: Insurers boost scenario modelling spending as investment complexity increasesStudy finds 84% believe the level of investment complexity and challenges facing the sector will rise over the next two years.