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.
27 March 2023Market update: A new banking crisis?
Recently financial markets have been rocked by concerns regarding the banking sector, reminiscent of the build-up to the financial crisis of 2008. An update.
23 March 2023Strategic Asset Allocation (SAA), Insurance, liabilities modelling
This blog post explores three approaches to measuring the impact of liabilities on SAA: actuarial simulation, replicating portfolio, and product-based dynamic liability modelling. It also compares the advantages and disadvantages of each approach in terms of accuracy and runtime efficiency, highlighting the benefits of a dynamic liability modelling approach as a fast, flexible, and efficient solution for multi-scenario SAA analyses in a full ALM context.
21 March 2023Ortec Finance’s Client Conference in-person is back
May 10 & 11 Ortec Finance’s clients gather in Amsterdam for an in-person Client Conference. The event takes place in the iconic Eye Film Museum.Asset Management / Banks Retail and Private / Independent Financial Advisors / Insurance Companies / 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 / Retirement Planning / Risk neutral scenarios / Strategic Risk Management / Wealth Planning and Monitoring
14 March 2023ClimateALIGN and ClimateMAPS recognized in UNEP FI’s latest report
Read about ClimateALIGN & ClimateMAPS in UNEP FI’s 2023 Climate Risk Landscape Report
01 March 2023Future proofing your performance attribution with the newly launched PEARL 9
Ortec Finance is launching PEARL 9, our new and improved ‘best of breed’ performance measurement & attribution platform.
28 February 2023Ortec Finance recognized at Insurance Asset Risk Awards
We are delighted to announce that our ClimateMAPS solution has been awarded ‘Portfolio climate risk solution of the year’ by Insurance Asset Risk for the UK and European region.
24 February 2023WEBINAR RECORDING: Portfolio net-zero alignment with ClimateALIGN
Find out how you can achieve portfolio net-zero alignment with an independent and comprehensive Implied Temperature Rise (ITR) metric
24 February 2023Creating inflation-resilient portfolios through private assets
Inflation-protected portfolios typically provide a combination of diversification benefits and return improvement. For example, by diversifying to “real assets”, like commodities, direct real estate ...
14 February 2023Welcome to the Ortec Finance Goals-Based Investing Podcast!
Join us for this journey into the evolution of a client-centric advisory model which identifies and monitors financial goals.