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.
25 February 2021Ronald Janssen is speaking at the Digital Integration in Wealth Management 2021
We are delighted to announce that we are proud sponsors of Arena’s Digital Integration in Wealth Management.
24 February 2021Back-testing shows 10% outperformance of our Economic Scenario Generator
Back-testing shows 10% outperformance of our Economic Scenario Generator. Download report.
17 February 2021Lisa Eichler is Presenting at CAiP Virtual Forum 2021
Join us at the CAiP virtual forum on February 25th! Our Climate & ESG Solutions Co-Head Lisa Eichler, will host a session on climate scenario analysis, together with Laura Zizzo, CEO & Co-Founder of Manifest Climate.
16 February 2021Insurance ERM interviews Frido Rolloos and Hens Steehouwer
InsuranceERM, Enterprise Risk Management Technology guide, interviewed Frido Rolloos, Hens Steehouwer on post-covid-19, climate risk modeling, insurance capital.
12 February 20212020 Customer Satisfaction Survey shows once again consistent high scores
For the third year in a row, the survey shows consistent high scores on satisfaction!Asset Management / Banks Retail and Private / Housing Associations / Independent Financial Advisors / Insurance Companies / Municipalities / Pension Funds / Sovereign Wealth Funds / Wealth Management / Asset Allocation / Asset Liability Management / Climate ESG Solutions / Economic Scenario Generator / Goal Based Planning / Performance Measurement and Attribution / Real Estate Management / Real Estate Valuation / Retirement Planning / Risk neutral scenarios / Strategic Risk Management / Wealth Planning and Monitoring
12 February 2021How to correctly annualize a risk measure
A common task in the performance analysis of an investment portfolio is to convert results into an annual form. Data often comes as a set of monthly returns which must be turned into a set of meaningful yearly statistics.