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.
05 May 2021Willemijn Verdegaal is speaking at Responsible Investor UK 2021
Willemijn Verdegaal will be speaking at RI UK 2021 by Responsible Investor! This session will discuss data challenges, ESG disclosure, and the impact of the incoming EU regulations for investors. More info and access to the full agenda and registration link here.
04 May 2021Ortec Finance featured in the WealthTech100 list as one of the world’s most innovative WealthTech company in 2021
For the third consecutive year, we are proud to be featured as one of the top 100 most innovative WealthTech companies in the world with our OPAL solution. The prestigious list recognizes solution providers for their innovative use of technology to solve a significant industry problem, or to generate cost savings or efficiency improvements. This year’s editions also features an interview with Ronald Janssen, our Goal Based Planning solution head.
26 April 2021Not attended our Q1 2021 Scenario Webinar – Introducing our latest innovation: a credit rating transition module? Download here
Download materials if you missed our Q1 webinar - Introducing our latest innovation: a credit rating transition module by Alex Boer and Patrick Tuijp.
26 April 2021Quarterly Outlook: March 2021
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.
22 April 2021Missed our Currency attribution: putting theory into practice webinar?
Missed our April 20 Currency attribution, putting theory into practice webinar by Bas Leerink? Recording and presentation available.
01 April 2021Ortec Finance’s OPAL featured as industry expert in WealthBriefing’s Technology Traps Report
The wealth industry’s efforts to automate (parts of) the advice process are progressing fast. Yet as ever, achieving progress is not without its challenges. This publication presents the collective insight of technology thought leaders around the world to help firms avoid technology traps. Read the full publication here.
18 March 2021PEARL and currency 2/3: Currency Overlay Attribution: A Practical Guide
How PEARL takes the currency dimension into account in performance measurement & attribution calculations of investments. Download 30 page paper 2/3
12 March 2021Ton van Welie, CEO Ortec Finance, announces 2021 virtual Client Conference
Ton van Welie, CEO Ortec Finance, announces 2021 virtual Client Conference for May 18 and 20.Asset Management / Banks Retail and Private / Independent Financial Advisors / Insurance Companies / Pension Funds / Sovereign Wealth Funds / Wealth Management / Asset Liability Management / Climate ESG Solutions / Economic Scenario Generator / Goal Based Planning / Performance Measurement and Attribution
11 March 2021Missed CAiP virtual on Climate Scenario Analysis? Download slides
Lisa Eichler, co-head Climate & ESG, and Laura Zizzo, CEO Manifest Climate, presented about Climate Scenario Analysis: Enabling Action in the Face of Uncertainty at CAiP’s virtual forum on ESG- Sustainable investments. Download the slides of the presentation in case you missed it.