IDP

Willemijn Verdegaal will be speaking at RI UK 2021 by Responsible Investor! This session will discuss data challenges, ESG disclosure, and the impact of the incoming EU regulations for investors. More info and access to the full agenda and registration link here.

For the third consecutive year, we are proud to be featured as one of the top 100 most innovative WealthTech companies in the world with our OPAL solution. The prestigious list recognizes solution providers for their innovative use of technology to solve a significant industry problem, or to generate cost savings or efficiency improvements. This year’s editions also features an interview with Ronald Janssen, our Goal Based Planning solution head.

Download materials if you missed our Q1 webinar - Introducing our latest innovation: a credit rating transition module by Alex Boer and Patrick Tuijp.

The outlook is based on the Ortec Finance Economic Scenario Generator (ESG) and offers our perspective on recent developments in the economy and capital markets.

Today, on Earth day, the Leaders’ Summit on Climate will underscore the urgency – and the economic benefits – of stronger climate action. It will be a key milestone on the road to the United Nations Climate Change Conference (COP26) this November in Glasgow.

At Ortec Finance, we will be monitoring the developments closely and of course will be including all the latest developments in our Climate MAPS & Climate ALIGN updates as companies and investors will have to adapt their own strategies and climate scenarios.

Missed our April 20 Currency attribution, putting theory into practice webinar by Bas Leerink? Recording and presentation available.

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.

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.

How PEARL takes the currency dimension into account in performance measurement & attribution calculations of investments. Download 30 page paper 2/3