At Ortec Finance, we are committed to enable people to manage the complexity of investment decision making. We believe that proper models, when properly used, bring consistency, objectivity, transparency and efficiency to the decision making process.
In this paper we discuss why it is important to take uncertainty into account when making investment decisions, and why scenario models are up to the task. Also see the related paper about the latest Ortec Finance scenario approach.
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02 March 2021Ortec Finance featured in Wealth Mosaics WealthTech Views Report
We are very excited to announce that our Goal Based Planning solution has been featured in this year’s WealthTech Views Report, published by Wealth Mosaic. This report provides insights into the main trends in wealth management for 2021.
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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 2021New Year, New US President - What does a Biden Presidency mean for climate action and what can we expect from the United States in the coming years?
New Year, New US Presidency. Never has objective information on where the world is heading in combination with comprehensive scenario analysis been more important.