The pandemic outbreak of COVID-19 poses challenges for not only investors but also for financial models, and in how to apply them. This holds in particular for models that support risk-return-tradeoffs, such as Asset Liability Management, Goal-Based Planning and Economic Scenario Generator models. This paper addresses some of these challenges and aims to support investors as best as possible in their decision making.
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09 April 2024PRESS RELEASE: Ortec Finance releases integrated economic and climate scenarios
Find out more about the industry’s first integrated economic and climate risk management tool.
Asset Management / Banks Retail and Private / Housing Associations / Independent Financial Advisors / Insurance Companies / Pension Funds / Sovereign Wealth Funds / Wealth Management / Asset Allocation / Asset Liability Management / Climate ESG Solutions / Economic Scenario Generator / Performance Measurement and Attribution / Real Estate Financial Planning / /Ormetrics/Corporate/Home/Solutions/Real Estate Management / Real Estate Financial Planning / /Ormetrics/Corporate/Home/Solutions/Retirement Planning / Risk neutral scenarios / Strategic Risk Management / /Ormetrics/Corporate/Home/Solutions/Wealth Planning and Monitoring -
03 April 2024PRESS RELEASE: Ortec Finance selected once again as a leading WealthTech provider within top ranking list
The prestigious WealthTech100 2024 list, distinguishes the most innovative technology providers that are transforming the operations of investment firms, private banks, and financial advisors. Ortec Finance selected once again!
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02 April 2024PRESS RELEASE: Ortec Finance and Salesforce Partner to Deliver AI and Data-Driven Personalized Finance and Goal Planning for Clients
Ortec Finance and Salesforce, the global leader in CRM, announced a partnership to deliver a more data-driven personalized finance and scalable wealth advice experience for Ortec Finance customers using Salesforce Financial Services Cloud (FSC).
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19 March 2024In-House Student Day: Thursday 30 May, 2024 - Rotterdam
Calling all students! Join us for an unforgettable day of insights and inspiration at our exclusive In-House Student Day.
Asset Management / Banks Retail and Private / Housing Associations / Independent Financial Advisors / Insurance Companies / Pension Funds / Sovereign Wealth Funds / Wealth Management / Asset Allocation / Asset Liability Management / Climate ESG Solutions / Economic Scenario Generator / Performance Measurement and Attribution / Real Estate Financial Planning / /Ormetrics/Corporate/Home/Solutions/Real Estate Management / Real Estate Financial Planning / /Ormetrics/Corporate/Home/Solutions/Retirement Planning / Risk neutral scenarios / Strategic Risk Management / /Ormetrics/Corporate/Home/Solutions/Wealth Planning and Monitoring