Pension Funds, Insurance Companies and Sovereign Wealth Funds face many complexities when it comes to making decisions regarding their investment and financial risk management. Some tend to focus on the micro-level, whereas macro-level decisions usually have a greater impact on risk and return.
Changes in your financial position or market circumstances demand regular evaluation of your strategic risks and return objectives. To what degree are your long-term and short-term strategic objectives still feasible? Are risks still within the risk budget? Which changes are required in your investment policy? The Ortec Finance Risk Navigator service provides insight into these relevant questions from an organisation-specific holistic balance sheet perspective.
SRM with a focus on
- Strategic Risk Management Insurance Companies
- Strategic Risk Management Pension Funds
- Strategic Risk Management Sovereign Wealth Funds
Different challenges, one solution
I would like to gain insight into my future potential for Capital Generation
There is an ongoing shift in the way in which analysts and other stakeholders look at the financial performance of insurers. This is why Ortec Finance has positioned its asset and liability modelling framework (GLASS) to cope with a forward-looking view of the components underlying your potential for capital generation.
How can I create consistency in risk management throughout the company?Ortec Finance offers a complete and consistent modelling framework (GLASS) for modelling insurance liabilities, asset classes, investment and dividend policies, and economic scenarios, both at Group level and for the underlying entities. Furthermore, this framework is ideally suited for all applications ranging from ALM and ORSA to monitoring.
I want to determine the impact of revisions in the Solvency II frameworkOrtec Finance's asset and liability modelling framework (GLASS) incorporates the Solvency II framework. It can provide a full breakdown of the SCR and Eligible Own Funds components for both the standard formula and an internal model approach.
We appreciate that Ortec Finance positions itself as an independent party that also dares to pose critical questions about our governance, investment policy, and how we guarantee good risk management.Dr Loonen, Director Private Banking at Insinger Gilissen
How do we bring our customers' goals into focus within the framework of the new regulations.Albert Vincent, Director Private Banking at Triodos Bank
From the beginning, Ortec Finance has offered a client-oriented approach not only during phases of product implementation, but also with expertise in scenario analysis and client targeting in wealth and financial planning.Olaf Zeitnitz, Co-founder and CEO at VisualVest
Ortec Finance offers a dynamic forecasting solution backed up by quality and professional personnel.Frankie Mendoza, COO at Munnypot