Ortec Finance offers consultancy services for strategic policy advice and software for modeling a pension plan’s assets, liabilities, and policy instruments (for example, contributions) with our proprietary platform GLASS.
As a pension fund, you need to manage your balance sheet effectively in order to achieve long-term objectives while dealing with short-term risks. You need to identify major risk sources and gain insight on future pensions, contributions, and funded levels. Asset Liability Management (ALM) aims to improve your understanding of pension dynamics to support strategic decision-making and help you achieve objectives that reflect the interests and risk appetite of all stakeholders.
Global ALM expertise
- Leading Asset Liability Management provider for pension funds around the world
- Extensive options for dynamic investment strategy analysis, including derivatives (overlays), private asset classes, life cycle or target date funds, and more
- Expertise in modeling complex pension schemes and valuation rules
- Multinational approach enables aggregation of plans with differences in currency, accounting standards (IFRS, IAS, US GAAP and FRS), and regulatory requirements (nFTK, MFR, TLS, etc.)
Thorough risk assessment
- Monthly and annual simulations support the complete Strategic Risk Management framework for consistent long-term and short-term strategy formulation and evaluation
- One-of-a-kind economic scenario generator (DSG) and Ortec Finance Scenario set with global coverage of more than 600 economic variables and benchmarks
Client-centric
- We take client feedback very seriously and actively use it to improve our products, our services, and the support we offer to our clients.
GLASS platform supports investment decisions
Added value of variable retirement benefit
Recently the variable pension law was passed, which allows participants in a premium contract or capital agreement to choose a variable, venture capital pension.Together with Ortec Finance, DSM tried to objectively compare the two variants, i.e. the Pension Fund variant and the variable retirement benefit, for the net pension arrangement with the specific composition and financial position of DSM, and to see where the added value lies.
A few of our customers
Contact
Marnix Engels
Managing Director Pension StrategyRelated Insights
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08 December 2022Lisette van Leeuwen and Zeid Adabel to speak at Red Hat Open OpenShift Experience Group 2022December 15 Red Hat hosts the OpenShift Experience Group at ABN AMRO headquarters in Amsterdam, with among others Ortec Finance’s Lisette van Leeuwen and Zeid Adabel.
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05 December 2022Mapping uncertainty for pension fund managers-report now availableOrtec Finance commissioned Pureprofile to research views of pension fund managers about the risks of stagflation. 201 pension funds around the world were interviewed. Full report is now made available.
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26 October 2022PRESS RELEASE: Qontigo integrates Ortec Finance’s climate risk scenarios into enterprise risk management solution, Axioma RiskQontigo has partnered with Ortec Finance to provide climate stress testing capabilities within Qontigo’s Axioma RiskTM for clients.
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07 October 2022Join Ortec Finance at MPRL in Dallas on October 11, 2022Change the way you are thinking about risk within your pension. Join Ortec Finance’s Elwin Molenbroek for a session on Risk/Return Seeking Assets in a Time of Volatility
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07 October 2022Join Elwin Molenbroek for a brief discussion with Josh Scott of P&I in advance of MPRLElwin and Josh discuss the current state of markets and how pensions are operating in them
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05 October 2022PRESS RELEASE: US pension funds boost stress testing as risks grow
Kristin Harrington, Managing Director Ortec Finance US said: “Stress testing and scenario modeling is becoming more important for pension funds in the US and that is reflected in the increased...
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05 October 2022PRESS RELEASE: Canadian pension funds boost stress testing as risks growRichard Boyce, Managing Director Ortec Finance Canada said: “The risks funds are facing are increasing with inflation and climate change identified as the biggest challenges to schemes trying to...
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05 October 2022PRESS RELEASE: UK pension funds boost stress testing as risks growDeon Dreyer, Managing Director Ortec Finance UK said: “Pension funds need to manage their balance sheet effectively in order to achieve long-term objectives while dealing with short-term risks. That includes identifying...
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05 October 2022PRESS RELEASE: Australian super funds boost stress testing as risks growStefano Lee, Managing Director Ortec Finance Australia said: “Stress testing and scenario modeling is becoming more important for Australian super funds and that is reflected in the increased budgets across.