We model and map the relevant uncertainties in order to help you monitor your goals and decisions. Founded by leading experts in the fields of Econometrics and Technology in 1982, we have achieved an outstanding reputation, built on reliability. With over 600 clients in 20+ countries, we play a vital role in helping our clients improve investment decision making and managing uncertainty.
Headquartered in Rotterdam, The Netherlands, we also have offices in Amsterdam, London, Toronto, Zürich, Melbourne, Singapore and New York.
Key Facts
We work for the best in the world
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a.s.r.
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New Zealand Superannuation Fund
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Lawsons Network
GLASS as an economic scenario integrator
Neal Hegeman, Head Investment Strategy & Research:
“As a.s.r., we have been a customer of Ortec Finance for more than 10 years. During this time, we have been using GLASS more and more intensively. As a result, we are now involved with the development of the model and, according to our needs, implement the model together with Ortec Finance. GLASS is very flexible in this respect - we can fine-tune the model and add our own assumptions.”
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.”
Discover how Lawsons Network ensures IFAs have the best tools at their fingertips
Aaron Vickery, Ormiga Capital - Lawsons Network Appointed Representative:
“Implementing the stages of the OPAL Wealth Plan during my client meetings has enhanced my clients' investment journey and made our meetings more interactive and engaging. This approach has enabled us to focus on their investment goals more effectively, resulting in improved meeting outcomes. The OPAL Wealth Plan also provides me with a familiar structure to my client review meetings and I see increased engagement from my clients with more focus on their goals and objectives, things they can control, and less on the month-to-month global economic landscape, something they can’t.”
Latest items
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10 April 2025Ortec Finance updates its performance measurement and attribution solution – PEARL 9.3Ortec Finance upgrades its performance measurement and attribution solution to better integrate currency strategies into complex fund hierarchies
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10 April 2025Webinar: Utilizing PEARL 9.3 to further integrate currency strategies within complex fund hierarchiesLearn how Ortec Finance’s latest upgrade to its performance measurement and attribution solution can help asset owners further integrate currency strategies
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10 April 2025Ortec Finance Achieves High Scores in 2024 Customer Satisfaction SurveyWe are very happy to share that, for the 7th consecutive year, the customer satisfaction survey results indicate high levels of satisfaction with Ortec Finance.
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08 April 2025Climate scenario analysis with Ortec Finance Climate ScenariosLearn about Ortec Finance Climate Scenarios which realistically assess the financial impacts of climate change across macroeconomies, asset classes and sectors
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04 April 2025Webinar recording: Fundamentals of currency decisions in performance attribution
Watch our webinar to better understand how different decisions in currency overlay programs are impacting a portfolio’s overall performance
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04 April 2025Reflections on Housing Finance Conference 2025Read our insights on financial planning and investment priorities in the English social housing sector, gained at the Housing Finance Conference 2025.
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03 April 2025Investment suitability in Canada: Navigating the evolving regulatory environmentHow are top financial firms in Canada adapting to new suitability regulations? A new independent study reveals key insights.
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03 April 2025Quarterly Scenario Webinar - 'Navigating the chaos in a shifting landscape'Join us on April 29 for our Q1 webinar where our in-house expert Finn Stijns will be guiding you through our Quarterly Scenario outlook ‘Navigating the chaos in a shifting landscape’ and Sophie Heald will be introducing the 2025 climate scenarios as our special topic.
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03 April 2025Spring Statement 2025: Steering clients through the fiscal forecast before the storm hitsSpring Statement 2025: Advisers must help clients navigate upcoming CGT, IHT, and pension reforms—preparing now ensures resilience in an evolving tax landscape.