Unlock Deeper Investment Insights with PEARL and Investment Performance Service
At Ortec Finance, we’ve spent over 40 years empowering investors to navigate the uncertainty of investment decision-making. Supporting over 600 clients in more than 20 countries, our commitment to long-term relationships and innovative solutions drives everything we do.
Meet PEARL: Performance and Attribution Reimagined
PEARL, our robust and sophisticated performance and attribution solution, offers investors deep insights through advanced multi-asset attribution models. With flexible fund and benchmark hierarchies and unique decision and currency overlay models, PEARL enables you to calculate the value added by each decision in your investment process. This feedback loop enhances your decision-making framework, empowering smarter strategies.
Introducing Our Investment Performance Service
Simplify your operations with our tiered Investment Performance Service. From basic file monitoring to fully managed data reconciliation, configuration, and reporting, we tailor our services to meet your needs. Outsource your day-to-day performance tasks to our expert team, allowing you to focus on gaining valuable insights from fully verified performance reports.
Flexible, Scalable Solutions
Whether you prefer a standard SaaS setup or a premium, fully managed service, our flexible offering ensures you get exactly what you need. Services like data checking, fund configuration, and manager reconciliation can be customized, giving you the freedom to build a solution that works for you.
Why Choose Ortec Finance?
- Expertly managed PEARL operations for seamless performance tracking.
- Flexible reporting options in web, PDF, or Excel formats.
- Confidence in thoroughly checked, reconciled, and accurate data.
- Scalability to match your unique requirements.
Download our IPS brochure or contact us today to schedule a demo and discover a smarter approach to risk and return management.
Contact
Oliver Henriquez
Sales Director, EMEA
Stefano SJ Lee
Managing Director - Asia PacificRelated Insights
-
11 July 2025Webinar recording: Using traditional attribution methods to analyze ESG performanceWatch our webinar to learn about a new ESG attribution model designed to help financial institutions integrate ESG impacts into their investment decision-making
-
09 July 2025Our perspective on the UK’s Pension Scheme Bill: Five key considerations for LGPS FundsExplore Ortec Finance’s perspective on five key considerations particularly relevant to LGPS pools in the context of the UK’s largest pension reform.
-
09 July 2025Brightwell: Optimizing workflows and performance insights with PEARLLearn how Ortec Finance helped Brightwell to establish investment performance and reporting as one of its core offerings under its new operational framework
-
08 July 2025PRESS RELEASE: AI role insurer’s investment strategy is growing rapidly, study showsInsurers boost AI budgets to reshape investment strategy. Global study reveals key trend. See how AI is transforming asset allocation.
-
08 July 2025Quarterly Scenario webinar - 'How might investors manage ongoing policy uncertainty as the new normal?'Join us on July 24 for our Q2 webinar where our in-house expert Tom Janssen will be guiding you through our Quarterly Scenario outlook ‘How might investors manage ongoing policy uncertainty as the new normal?’ and Patrick Tuijp will discuss balance sheet stress testing in the global trade war era as our special topic.
-
07 July 2025The role of damage functions in assessing physical climate risksLearn how different damage functions affect the assessment of physical climate risks in climate risk modeling and investment decision-making.
-
07 July 2025In-House Student Day: Thursday September 19, 2024 - RotterdamCalling all students! Join us for an unforgettable day of insights and inspiration at our exclusive In-House Student Day.
-
26 June 2025PRESS RELEASE: Insurers intensify focus on stress testing, scenario modelling and asset liability managementPress release: Insurers ramp up investment in stress testing and scenario modelling. Global study highlights rising ALM budgets and outsourcing trends.
-
17 June 2025PRESS RELEASE: Insurers boost private assets allocations as capital increasesPress release: Insurers plan to boost private asset allocations in 2025. Global study reveals key trends and barriers in transparency and reporting