27 June 2022Funding ratio/solvency ratio attribution webinar by Maarten Niederer: materials
June 21 Ortec Finance’s Senior Consultant Maarten Niederer hosted a webinar on funding ratio/solvency ratio attribution.
20 June 2022Practice building made easier with advanced portfolio projection models
Being able to provide a sophisticated analysis of risk–return scenarios for clients offers a clearer line of sight into a client goals, no matter what the market brings.
20 June 2022Ortec Finance works with Duke University to take first steps to incorporating Ecosystem Services Loss in financial climate risk modelling
The aim of this research is to better understand the most scientifically sound, yet practical way to measure the effect of Biodiversity and Ecosystem Service (BES) losses on the economy
17 June 2022Building Your Future, Your Super (YFYS) Performance Test – a Reflection
As part of the regulator’s effort to improve Australia’s superannuation industry, the Government’s Your Future, Your Super reforms came into effect on 1 July 2021. It came to our attention that…
16 June 2022PRESS RELEASE: Ortec Finance Announces Partnership with ESG Book to Accelerate Investor Access to Sustainability Data and Insights
The collaboration with ESG Book will provide clients with a one-stop shop for sustainability analysis. ESG Book, formerly Arabesque S-Ray, combines cutting-edge technology….
10 June 2022Ortec Finance is proud sponsor of TSAM London this year too
June 16 2022, TSAM (The Summit for Asset Management) London will be held. Ortec Finance is proud sponsor of this event. Meet our team.
09 June 2022Funding ratio and solvency ratio attribution explained in webinar
On June 21 4:00pm CEST Maarten Niederer hosts a funding ratio, or solvency ratio, attribution webinar.
27 May 2022Better client outcomes through advanced portfolio projection
A better portfolio projection model can offer more realistic and useful insights for advisors and their clients in changing market conditions. What should an advisor look for?
17 May 2022Ortec Finance Accelerate Its Growth of Goal Based Investment with Appointment of Neil Greenbaum
Ortec Finance is pleased to announce the continued leadership and development of the OPAL Wealth platform and OPAL for Salesforce in North America with the appointment of Neil Greenbaum as Executive Vice President, Sales & Partnerships, North America.