Strategic investment decision-making in a changing world

The Ortec Finance Climate & ESG Solutions provide technology and insights to financial institutions globally, enabling them to integrate sustainability into complex investment decision-making.

The newly launched state-of-the-art solutions combine independent research-backed ESG and climate change insights with standard investment process modeling and analysis.

Insights into quantified climate & ESG risks and opportunities, efficient integrated software solutions, in-line with regulatory requirements.

Contact

Willemijn Verdegaal
Willemijn Verdegaal
Co-Head Climate & ESG Solutions
+31 10 700 54 97
Lisa Eichler
Lisa Eichler
Co-Head Climate & ESG Solutions
+31 10 700 54 98
  • Systemic Climate Risk Scenario Solution

    Ortec Finance has integrated quantified systemic climate risks and opportunities associated with different global warming pathways into traditional multi-horizon, real-world scenarios sets that drive strategic investment decision-making. 

    Ortec Finance’s research shows that it is key for investors to take the systemic nature of climate change-related risks and opportunities into account. Climate change will not only affect companies on the individual level but will also fundamentally impact how the economy performs as a whole. Currently, most investors seem to focus on managing climate risks by engaging with, and potentially divesting from, individual companies and other holdings. ‘Stock-picking’ is likely to be insufficient to manage the broader, knock-on effects on the economy as GDP, interest rate and inflation are impacted by climate change.

    If we picture investors as mountain climbers then they are currently focusing on choosing the right handholds (companies) to climb up the mountain face, but they are forgetting to check if the actual route (the assumptions around macro-economic development) they have planned out is the correct one. No climber, no matter how strong the individual handholds, is going to reach the top if they are climbing on the wrong route all together!

    Enhance your investment strategy with this systemic climate risk scenario solution, embedded in traditional quantitative modelling software for risk and return management. 
    Our solution suite includes:

    • Insights Workshop: Understanding systemic climate risk scenario analysis & exploring impacts on strategic asset allocation
    • Systemic climate risk-aware ALM/SAA scan
    • Complete ALM/SAA study through a systemic climate risk lens
    • Systemic climate risk portfolio stress-testing & ORSA (carbon bubble shock, extreme weather events)
    • Systemic climate risk-aware economic & financial scenarios dataset
    • Systemic climate risk scenario analysis for disclosure and reporting (TCFD, UN PRI)
    Download the brochure            Request your demo

     

  • ESG & Low-Carbon Benchmark Solution

    This solution enables informed decision-making on ESG benchmark selection and implementation by providing:

    • An overview of the ESG benchmarks currently available in the market;
    • Support with selecting ESG benchmarks that match your sustainability and financial preferences;
    • Understanding of how benchmark characteristics (construction methodology, underlying ESG metrics, etc.) affect financial and ESG performance;
    • Quantitative analysis of how ESG benchmarks affect the risk-return profile of your portfolio.

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  • Real-time Climate Signposting Dashboard

    This service – based on monitoring specified climate risk indicators – offers guidance as to which climate-related risks are becoming most urgent for investors and where opportunities may arise. It can help indicate if the world is on track to meeting the Paris Agreement goals or whether there are real-world indications for higher warming trends.

    • Our cognitive technology picks up signals for either a (disorderly) transition or ‘tipping points in the climate system’, based on developments in the fields of policy, technology, sentiment and science;
    • Our climate experts chose the appropriate signals and best data sources to track, based on the importance for transition and climate risk for investors;
    • The Climate Signposting Dashboard updates in real-time whenever data becomes available, using Artificial Intelligence. In addition, we provide expert interpretation of the results.

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  • Climate & ESG Risk - Legal and Regulatory Scan

    Is your ESG & Climate policy ‘in sync’ with current and upcoming regulation and broader social sentiment? Our legal and regulatory scan reviews your current ESG & Climate policy in light of existing and upcoming global, regional (e.g. EU) & national regulation. We also provide an overview of other trends (e.g. consumer sentiment, NGO pressure) that may affect legal and regulatory compliance in the future.

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  • Climate & ESG Orientation Workshop

    Are you in the early stages of thinking about how to integrate ESG and climate change topics across your organization? Do you feel overwhelmed by the speed of new developments in this field? Do you currently apply a ‘piecemeal’ approach to tackling these topics and would like to gain a sound overall understanding? Then our climate & ESG orientation workshop is a great starting point to gain oversight and insight, explore routes for action, and orientate your organization as regards its potential climate & ESG path.

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  • Sustainable Personal Financial Planning

    We provide tooling that integrates sustainability in goal-based financial planning. We enable optimization along both personal sustainability preferences and financial goals. 

    • Visualize financial trade-offs as well as sustainability trade-offs for both traditional and sustainable investments
    • Quantify the contribution of investment decisions to the sustainability goals of interest
    • Compare the financial impact and sustainability impact of different investment portfolios to enable informed decision making

    Additionally, we offer the option of performing the goal-based financial planning based on our systemic climate risk-aware economic & financial outlook. This enables you to take systemic climate-related financial risks and opportunities into account.

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  • Integrated ESG & Financial Performance Dashboard

    Our software has the capability to integrate any environmental, social and governance metrics into performance measurement and attribution. This enables you to measure, monitor and analyze your ESG integration strategies on financial and sustainability performance in one solution.

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