PEARL is Ortec Finance’s leading single-platform solution for Performance Measurement, Attribution, Ex-Post Risk and GIPS composites.

Superior analytics

Superior Analytics

Easily build fund hierarchies to analyze even the most complex investment and overlay strategies.

Advanced data management tooling

Advanced Data Management Tooling

Efficiently manage high volumes of data, using PEARL's advanced data quality controls.

Extensive reporting suite

Extensive Reporting Suite

The Web Portal offers online self-service reporting, for providing quick and easy insight into the performance of your funds to various stakeholders.

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PEARL is applied by


Different challenges, one solution

  • Automation
  • Outsourcing
  • Analysis
  • Calculation and reporting
I am looking for a performance measurement and attribution system, to automate my performance measurement, attribution and reporting processes

Calculating performance and attribution results without the help of a professional performance measurement solution can be very time consuming and error-prone. PEARL is applied by 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.

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I am looking to outsource the performance measurement, attribution and reporting function

Our 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.

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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.

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I am looking to improve efficiency, quality and speed of my performance calculation and reporting processes

The 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.

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  • New Zealand Superannuation Fund

Bringing transparency to the performance of investment decisions at New Zealand Superannuation Fund

Michael Mitchell, Head of Portfolio Risk at New Zealand Superannuation:

“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.” 


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A few of our customers

Union Investment
Blue Sky Group
University of Toronto Asset Management Corporation
Investment Data Services

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