How do you account for economic uncertainty, market volatility, and regulatory changes in portfolio design? Are you evaluating climate risks and opportunities across assets? Do clients want greater transparency and clearer evidence of value added?
Ortec Finance supports asset managers with integrated software and advisory solutions that strengthen investment decision-making, portfolio construction and client reporting — from strategy design for insurers, pension schemes and other investors through to performance attribution.
Our solutions
Asset Allocation
Optimize your Strategic Asset Allocation while incorporating robustness for climate change, regulatory constraints, and long-term economic uncertainty. Our solutions enable resilient portfolio construction grounded in stochastic modelling and real-world investment challenges and tailored to your clients’ needs.
Strategic Risk Management
Enhance your evaluation of ex-ante strategic risk and return objectives. Our Strategic Risk Management framework supports multi-horizon decision-making and integrates risk, return and sustainability considerations into portfolio strategy.
GLASS PRISM: Targeted Strategic Asset Allocation
For asset managers serving insurers and other institutional clients, GLASS PRISM — powered by Scenarios-based Machine Learning — introduces a new dimension to strategic portfolio design. GLASS PRISM allows you to move beyond traditional risk–return optimization and design portfolios aligned with the specific capital and balance sheet objectives that are more meaningful to their clients.
Economic scenario generator
Support investment strategy and risk management with our unique stochastic Economic Scenario Generator (ESG). Apply realistic, forward-looking Capital Market Assumptions to stress test portfolios, evaluate risks and fine-tune strategic decisions across multiple investment horizons.
Climate Scenarios & Sustainability
Assess and quantify your portfolio’s exposure to climate risks and opportunities across all asset classes, macroeconomic variables and sectors. Understand total portfolio exposure across traditional investment and climate risks by evaluating optimal portfolios against robust climate scenarios.
Performance Measurement & Attribution
Obtain deep insights through decision, currency, multi-asset, equity, fixed income, private asset and factor attribution models to understand the key drivers of performance and calculate the added value of each investment decision.
Help Elevate Your Investment Strategy
Whether you are enhancing asset allocation, integrating climate risk, strengthening attribution capabilities or targeting investor-specific mandates, Ortec Finance provides the tools and expertise to support you to develop meaningful client proposals.
Ready to explore how our solutions can support your investment strategy? Click the button below to request a demo.
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A few of our customers
Contact
Hamish Bailey
Managing Director UK, Head of Insurance & Investment
Stefano SJ Lee
Managing Director - Asia Pacific
Oliver Henriquez
Sales Director, EMEA
Stacy Howlin
Managing Director, United States
Richard Boyce
Managing Director, North AmericaRelated Insights
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13 March 2026Ortec Finance partners further with Rimes to optimize end-to-end data management for performance reportingLearn about the enhanced partnership between Rimes and Ortec Finance that efficiently generates performance-ready data for asset owners and asset managers
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12 March 2026Addressing currency volatility through a total portfolio approach for currency managementLearn about the performance attribution-related considerations in centralized currency management as it is increasingly adopted to address currency volatility.
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11 March 2026Ortec Finance introduces ESG measurement and bulk data extraction for enhanced performance reporting in its latest PEARL updateLearn how PEARL’s latest upgrade further strengthens data-driven investment processes with a new data extraction framework and ESG measurement capabilities
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05 March 2026Is Buy-Out Still the Default Endgame for DB Pension Schemes?Rethinking the Endgame for UK Defined Benefit (DB) Pension Schemes – what are the new options?
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03 March 2026Ortec Finance Wins Insurance Asset Risk Technology Provider of the YearOrtec Finance is proud to announce that it has been named Insurance Asset Risk Technology Provider of the Year at the Insurance Asset Risk Awards 2026. The award recognizes leadership in delivering advanced, transparent and practical technology to help insurers and asset managers make better investment and risk decisions in an increasingly complex world.
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26 February 2026Virtual panel discussion: Extending the lens on climate change: Beyond investment strategies to investment policy and capital market assumptionsHear thought-provoking perspectives on climate change’s impact on capital market assumptions, including short and longer-term market pricing dynamics
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19 February 2026Evaluating performance with attribution based on the investment decision processExplore how our proprietary IDP model enables asset owners to evaluate performance with attribution based on the investment decision-making process
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18 February 2026Breaking down the Bank of England Prudential Regulation Authority’s guidance on the management of climate-related risks for UK insurersExplore the BoE’s expectations on how UK insurers should manage climate risks across their balance sheets and embed them into risk management frameworks
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18 February 2026The Investment Decision Process (IDP) model: From inception to a legacy of innovationDiscover how the Investment Decision Process model was developed and how it helps asset owners understand the impact of each decision on total fund return