Increasing allocations to private markets has introduced new return measurement, valuation and liquidity challenges, affecting strategic asset allocation, portfolio risk management, and performance measurement.
Optimize private market investment decisions at both the asset and portfolio levels throughout the investment decision-making process.
Ortec Finance’s extensive capabilities in risk and return scenario modelling, pacing and liquidity risk management, climate scenario analysis, and performance attribution help pension funds, insurance companies, sovereign wealth funds, and asset managers navigate the complexities of this important asset class, and address its fundamental differences from publicly listed markets.
Design resilient investment strategies that capitalize on private market opportunities.
Why manage and assess private asset investment decisions with Ortec Finance’s solutions?
Performance measurement and attribution
Understand the contribution of private assets to total fund performance
Risk and return scenario modelling
Model the risk and return characteristics of diverse private assets
Pacing and liquidity risk management
Strategically manage private asset investments by holistically assessing and mitigating their risks
Climate scenario analysis
Transform climate risk into portfolio resilience with realistic and granular insights to identify opportunities
Webinar series - Private assets in focus: Navigating investment decisions
Our team of experts recently hosted a comprehensive five-part webinar series, designed to specifically help the global investment community enhance decision-making in the context of private assets.
Now available on-demand - Catch up on the full series to explore the challenges– and how to overcome them.
Understanding private assets in the institutional investment landscape
Gain a deeper understanding of the risk/return profile of private assets, as well as key considerations when designing investment strategies
Private asset modelling to support strategic asset allocation
Explore more effective approaches to modelling private asset classes in support of strategic asset allocation (SAA) decisions
Private asset performance attribution to effectively analyze investment decisions
Learn how performance measurement and attribution frameworks can be adapted for private assets
Investing in private assets through a climate change lens
Understand the key climate considerations of private assets, across both challenges and opportunities
Harnessing scenario-based machine learning (SBML)
for private asset investment decisions
Discover how this innovative approach can be leveraged to optimize diverse portfolios aiming to increase their private asset allocations
Our team is ready to help
Want to learn more about how our team can support your private asset investment decisions?
