Investment decisions are continuously reviewed to quantify how much value they add. These decisions may range from strategic asset allocations to sector bets in the global equity portfolio. Our performance measurement & attribution solutions for Pension Funds, Insurance Companies, and Sovereign Wealth Funds capture all asset classes and strategies by a wide range of attribution models. This helps our clients to explain the sources of excess return as well as the impact of their investments on funding ratio or solvency levels. For these solutions we use our acclaimed performance attribution model, PEARL.
Different challenges, one solution
I am looking for a performance measurement and attribution system, to automate my performance measurement, attribution and reporting processesCalculating performance and attribution results without the help of a professional performance measurement solution can be very time consuming and error-prone. The PEARL system offers a single platform for automating the full performance measurement workflow, including the management of high volumes of portfolio and benchmark data, configuration of a large range of calculation options and attribution models, and flexible reporting of the calculated results.
I am looking to outsource the performance measurement, attribution and reporting functionOur Investment Performance Service (IPS) can be a good solution for organisations who are not willing or able to execute the processes involved with performance measurement, attribution and reporting in-house. IPS is a fully serviced solution, where the client only needs to provide the required input data, and receives validated performance reports in return. All aspects of the performance measurement workflow, such as data management, functional configuration and maintenance, calculation and reporting are taken care of by Ortec Finance.
I am looking for a solution which is capable of analysing performance even for the most complex investment portfolios and strategies.Analysing and attributing performance for non-standard investment portfolios can be a quite a struggle. Examples include performance measurement for overlay strategies (e.g. centralized currency management), decision based attribution of multi-asset portfolios including various strategic and tactical allocation levels, handling of derivative strategies, fixed income and factor attribution, etcetera. Our solutions are specifically well-suited for handling such complex analyses.
I am looking to improve efficiency, quality and speed of my performance calculation and reporting processesThe PEARL software offers the tools needed to optimize performance calculation and reporting processes. Intuitive and guiding user interfaces help users to operate the system effectively and efficiently. An extensive data checking framework helps to identify data errors quickly and improve the quality of the calculated results. The calculation engine is optimized for speed, so that results can be made available to the various stakeholders within an organisation as soon as possible.
NZSF was committed to providing stakeholders with a high level of transparency of its performance and portfolio holdings. A shift by the Fund also increased its performance reporting needs. As an innovative and global orientated company Ortec Finance met these needs.Michael Mitchell, Head of Portfolio Risk at New Zealand Supperannuation
A few of our Delighted Customers