Investment decisions are complex
Measure and analyze allocation decisions across multi-asset portfolios, currency hedges and overlay strategies.
PEARL is Ortec Finance’s performance measurement and attribution solution, that generates deep insights through decision, currency, multi-asset, equity, fixed income and factor attribution models.
Enhance investment decision-making. Calculate the added value of each investment decision.
Understand the outcome of investment decisions
Comprehensive
Analytics
Built upon complex fund hierarchies and benchmark structures that reflect investment strategies and overlays
Automated
Workflow
Created by embedded tools and quality controls designed to manage high volumes of data
Extensive
Reporting
Generated via an online self-service platform that can be tailored to meet different stakeholder needs
Oversee a performance measurement workflow
- Customizable data configurations, batch processing and interactive analysis
- User-friendly interfaces, intuitive data validations and audit trail capabilities
- Configurable fund structures, multiple attribution models, and in-depth currency management
- Flexible reporting options, embedded API data extraction and integrated GIPS reporting module
Undertake advanced attribution across all asset classes
Multi-asset
Understand performance drivers and optimize portfolios with granular insights
Equity
Examine the impact of allocation and selection decisions with a traditional Brinson model and/or factor-based analysis
Fixed income
Analyze how yield, duration and credit quality impact your portfolio after splitting out the impact of currency, trading and pricing effects
Top-down model to understand how market and currency decisions contribute to performance
Decision attribution
Dissect the contribution of your unique investment decisions to create a feedback loop and inform investment strategies for the future.
Capture the impact of currency exposures and hedging decisions, both within a strategy or as part of an overlay, by analyzing tilts, proxies and instrument selection.
Access PEARL’s analytics to meet different operational needs
Delivered by a highly skilled and specialized team of investment performance professionals, PEARL is offered as a SaaS with full implementation and data integration as well as a fully outsourced managed service.
Featured whitepaper: ESG Attribution – The development of an attribution model
Integrating ESG impacts into investment decision-making currently lacks a consistent attribution approach to a funds’ ESG performance.
Our whitepaper, in collaboration with MN - a leading Dutch fiduciary manager, explores a model that seeks to bridge this gap in understanding how investment decisions impacted ESG outcomes.
Download whitepaper
Our performance measurement and attribution insights
Our Investment Performance team regularly produces blogs, whitepapers and research across a wide performance measurement and attribution topics
Webinars
Fundamentals of currency decisions in performance attribution
Watch our webinar to better understand how different decisions in currency overlay programs are impacting a portfolio’s overall performance
Using traditional attribution methods to analyze ESG performance
Learn about a new ESG attribution model designed to help financial institutions integrate ESG impacts into their investment decision-making
Overcoming challenges within private asset performance analysis
Watch our webinar to understand how the characteristics of private assets drive an adjusted approach to its performance analysis
Request demo or learn about the team
Receive the latest investment performance measurement and attribution insights
Subscribe to Pulse, our quarterly newsletter designed to help asset owners and asset managers stay informed on the latest developments and events in performance measurement and attribution. Previous topics include the impact of currency on returns and portfolio performance and how to develop an effective currency attribution framework
Contact
Elske van de Burgt
Managing Director Investment Performance
Stefano SJ Lee
Managing Director - Asia Pacific
Oliver Henriquez
Sales Director, EMEARelated Insights
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16 June 2025Ortec Finance appoints Michelle Li as Head of AustraliaMichelle Li will oversee the day-to-day operations of the Australian business while continuing to lead its local investment performance team.
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28 May 2025Using traditional attribution methods to analyze ESG performanceLearn about a new ESG attribution model designed to help financial institutions integrate ESG impacts into their investment decision-making
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27 May 2025Developing an effective currency attribution frameworkExplore the steps required to develop a framework that allows asset owners to evaluate how currency overlay decisions contribute to their fund’s total return.
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14 May 2025The impact of currency on returns and portfolio performanceExplore why currency decisions matter and how asset owners can measure their impact, depending on how they are managed in an investment decision-making process
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02 May 2025Webinar recording: Utilizing PEARL 9.3 to further integrate currency strategies within complex fund hierarchiesWatch our webinar to learn about the latest enhancements to our performance measurement and attribution solution – PEARL 9.3
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10 April 2025Ortec Finance updates its performance measurement and attribution solution – PEARL 9.3
Ortec Finance upgrades its performance measurement and attribution solution to better integrate currency strategies into complex fund hierarchies
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04 April 2025Webinar recording: Fundamentals of currency decisions in performance attribution
Watch our webinar to better understand how different decisions in currency overlay programs are impacting a portfolio’s overall performance
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06 March 2025How currency attribution enhances performance analysisDiscover how asset owners can adjust their approach to attribution in currency overlay programs to obtain useful insights into the added value of each decision.
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17 February 2025Arno Weber wins 2024 Peter Dietz Award for ‘Excellence in the Field of Performance Measurement Literature’Learn about Arno’s recognition for his paper ‘A Decision-based Approach to Risk-Adjusted Performance Attribution’ by the Journal of Performance Measurement.