PEARL is Ortec Finance’s leading single-platform solution for Performance Measurement, Attribution, Ex-Post Risk and GIPS composites.
Why choose PEARL?
- Superior Analytics: Easily build fund hierarchies to analyze even the most complex investment and overlay strategies;
- Advanced Data Management Tooling: Efficiently manage high volumes of data, using PEARL’s advanced data quality controls;
- Extensive Reporting Suite: The Web Portal offers online self-service reporting, for providing quick and easy insight into the performance of your funds to various stakeholders.
Want to find out more about PEARL?
Download the PEARL brochure by filling out the form.
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.
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.
09 February 2021Goal Priorities in Multi-Goal Based Planning
Increase client engagement and further improve the value and quality of advice by adopting a goal-based approach. As financial advice shifts more and more to a client-centric approach, bank and wealth managers must ensure the product they are selling matches the goals of their clients. Learn more on how to become THE wealth coach for your clients in our blog.
26 January 2021PEARL included in Cutter’s annual PMA vendor research report
Ortec Finance its PEARL team participated in Cutter Associates’ annual performance measurement and attribution (PMA) vendor landscape research.
25 January 2021Missed our Q4 2020 Scenario Webinar – Long-term Scenario Modeling for Practioners? Download presentation here
Download materials if you missed our Q4 webinar - Long-term Scenario Modeling for Practitioners by Hens Steehouwer and Patrick Tuijp.
25 January 2021Quarterly Outlook: December 2020
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.