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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22 May 2025Total Portfolio Approach for Pension Funds
This report applies a Total Portfolio Approach (TPA) by using a factor lens analysis to assess risk and return exposures among pension funds within and across five of the largest pension systems worldwide: Canada, The Netherlands, Switzerland, the U.K., and the U.S.