As asset owners increase portfolio diversification across international markets, effective analysis of their hedging against currency fluctuations and active management of their currency positions will play a key role in mitigating the risks associated with currency volatility in their investment decisions.
In this webinar recording, Micke Vrolijk and Joost Meerwijk share further details about the latest update to our established performance measurement and attribution solution - PEARL, designed to help asset owners better integrate currency strategies within complex fund hierarchies. They discussed:
- An overview of the new features, such as a simpler currency contracts interface, an improved timing effect calculation and currency benchmarks
- Why the new features facilitate a deeper analysis of the impact from strategic hedging policies on top of any investment strategy
- How PEARL 9.3’s capabilities can help asset owners comprehensively analyze the impact of currency decisions on total fund performance
Fill out the form to watch the webinar.
More performance measurement and attribution insights
Contact
Elske van de Burgt
Managing Director Investment Performance
Stefano Lee
Managing Director - Asia Pacific
Oliver Henriquez
Sales Director, EMEARelated Insights
-
02 May 2025Webinar recording: Utilizing PEARL 9.3 to further integrate currency strategies within complex fund hierarchiesWatch our webinar to learn about the latest enhancements to our performance measurement and attribution solution – PEARL 9.3
-
02 May 2025Ortec Finance explores sustainable infrastructure’s outperformance with Global Infrastructure Basel FoundationLearn how Ortec Finance utilized its economic and climate scenarios to analyze opportunities for private sustainable infrastructure investments.
-
02 May 2025Quarterly Pensions Investments ReviewThe Quarterly Pensions Investments Review is a comparison in expected risk and investment return.
-
22 April 2025Trade Wars: A geopolitical stalemate? What’s next for Institutional Investors?The first ten days of April 2025 will likely be etched in economic history as one of the most volatile and uncertain periods we’ve seen in decades.
-
17 April 2025Ortec Finance featured in CISL’s guide to building climate-resilient investment portfoliosOrtec Finance contributes to CISL’s guide developed in response to the growing need for investors to integrate physical climate risks
-
14 April 2025Ortec Finance updates climate scenariosOrtec Finance releases their 2025 climate scenarios which highlight important areas of developing physical and market pricing risks for institutional investors
-
10 April 2025Ortec Finance updates its performance measurement and attribution solution – PEARL 9.3Ortec Finance upgrades its performance measurement and attribution solution to better integrate currency strategies into complex fund hierarchies
-
10 April 2025Webinar: Utilizing PEARL 9.3 to further integrate currency strategies within complex fund hierarchies
Learn how Ortec Finance’s latest upgrade to its performance measurement and attribution solution can help asset owners further integrate currency strategies
-
04 April 2025Webinar recording: Fundamentals of currency decisions in performance attributionWatch our webinar to better understand how different decisions in currency overlay programs are impacting a portfolio’s overall performance