PEARL is Ortec Finance’s leading 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.

High quality support

High quality implementation and service team, repeatedly rewarded with high client satisfaction.

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Different challenges, one solution

  • Analysis
  • Calculation and reporting
  • Automation

I am looking for a solution that is capable of analyzing performance even for the most complex investment portfolios and strategies

We aim to provide insight in even the most complex investment strategies. Examples include performance measurement for overlay strategies (e.g. centralized currency management), attribution of multi-asset portfolios including various strategic and tactical allocation levels, handling of derivative strategies or fixed income and factor attribution. PEARL is specifically well suited for handling such complex analysis.

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

PEARL 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. PEARL has been designed to provide a Performance Book of Records that makes all measurement and attribution results instantly, no matter the length of the reporting timeframe.

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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 and checking 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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PEARL for Asset Owners

Investment decisions are continuously reviewed to quantify how much value they add. These range from strategic asset allocation to sector bets in global equity portfolios. Our Performance Measurement and Attribution solutions for Pension Funds, Insurance Companies, Endowments and Sovereign Wealth Funds capture all asset classes and strategies by a wide range of attribution models. This helps you to explain sources of excess return as well as the impact of investments on funding ratio or solvency levels.


PEARL for Asset Managers

PEARL supports asset managers that want to grow their AuM in a cost-efficient manner. Demonstrate the added value of your investment strategies with a wide range of attribution models for all asset classes on single platform. Leverage our expertise in the institutional space, we understand the sophisticated demands from your clients. The Fully automated and integrated workflow to support your daily processes makes this process moreover efficient.
  • 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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