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Related Insights
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01 October 2024Ortec Finance appoints Maurits van Joolingen to head Climate & ESG SolutionsMaurits van Joolingen will be responsible for Ortec Finance’s climate scenario analysis tool to support the risk management needs of financial institutions.
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30 September 2024Retirement Planning Myths Debunked: What You Really Need to KnowNavigating retirement planning can feel overwhelming, especially with the myths and misconceptions that surround it.
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17 September 2024PRESS RELEASE: Wealth Managers turn to technology to address challenges74% plan to increase tech investment to tackle regulatory issues and 94% to meet client demands for better ESG portfolio monitory, study shows
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16 September 2024Solving the Illiquidity ProblemHow can pension funds cope with this liquidity crunch? Fund managers and trustees need a new toolkit, first to understand the current and future illiquidity risks they face, and second, to identify ways to manage the illiquidity problem. To address this challenge, we teamed up with our client CalPERS to work on an approach to help capture liquidity dynamics in our ALM model.
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16 September 2024Elevating Your Client Experience with Ortec Finance: Introducing Two Powerful New Tools in OPAL WealthEnhance client experiences with Ortec Finance's OPAL Wealth: New Risk Questionnaire and Compare Portfolios tools to tailor investment strategies.
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11 September 2024How to improve stress testing for climate changeLearn how financial institutions can understand and prepare for extreme climate risks with climate stress scenarios
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03 September 2024Beware how financial markets are pricing in climate riskAn inconsistent approach and general lack of understanding is heightening risk
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03 September 2024PRESS RELEASE: Wealth Managers expect strong client growth to continueRising numbers of mass affluent and high net worth clients and investment in technology is fueling expansion
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27 August 2024Client Story HOOPPThis Client Story tells how Ortec Finance has helped HOOPP become a more strategic pension plan with the implementation of GLASS.