Are you in search of assessing climate change related risks and opportunities? Are low yields forcing you to optimize your investment strategies, taking into account multiple horizons and risk profiles? Want to apply real live stochastic economic scenarios for investment strategy fine-tuning? Facing increased investment performance analysis demands, in order to show your added value to your clients?
More on our software and services for asset managers
Performance Measurement & Attribution
Master the complexity of investment decision making with our performance measurement & attribution software PEARLEconomic scenario generator
Support your investment decisions and risk management with our unique stochastic Economic Scenario Generator software
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Asset Allocation
Optimize your strategic asset allocation, while incorporating robustness for climate change, with our software and services
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Strategic Risk Management
Improve evaluating your ex-ante strategic (climate) risks and return objectives with our Strategic Risk Management software and serviceClimate Scenarios & ESG
Assess and quantify your portfolio’s exposure to climate risks and opportunities, across 600+ financial and economic variables.
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Elske van de Burgt
Managing Director Investment PerformanceRelated Insights
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18 November 2024Ortec Finance appoints Koen de Reus to Head of Client Servicing, Climate & ESG SolutionsKoen de Reus will lead a team of climate risk professionals to help financial institutions measure, manage, and monitor their portfolio’s climate risk exposure.
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07 November 2024Insights from the FCA’s “Dear CEO” letter of October 7, 2024: What advisers need to knowThe Financial Conduct Authority (FCA) continues to stress the importance of firms prioritizing consumer needs and delivering good outcomes.
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07 November 2024Exciting updates for our international Client Conference formatAnnouncement of some updates regarding the Ortec Finance annual International Client Conference.
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29 October 2024Quarterly Outlook: Q3 2024The outlook is based on the Ortec Finance Economic Scenario Generator (ESG) and offers our perspective on recent developments in the economy and capital markets.
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08 October 2024The Importance of Financial Planning: A Spotlight on World Financial Planning Day 2024As we celebrate World Financial Planning Day 2024, here is why financial planning is more crucial than ever.
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01 October 2024Ortec Finance appoints Maurits van Joolingen to head Climate & ESG SolutionsMaurits van Joolingen will be responsible for Ortec Finance’s climate scenario analysis tool to support the risk management needs of financial institutions.
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30 September 2024Retirement Planning Myths Debunked: What You Really Need to KnowNavigating retirement planning can feel overwhelming, especially with the myths and misconceptions that surround it.
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17 September 2024PRESS RELEASE: Wealth Managers turn to technology to address challenges74% plan to increase tech investment to tackle regulatory issues and 94% to meet client demands for better ESG portfolio monitory, study shows
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16 September 2024Elevating Your Client Experience with Ortec Finance: Introducing Two Powerful New Tools in OPAL WealthEnhance client experiences with Ortec Finance's OPAL Wealth: New Risk Questionnaire and Compare Portfolios tools to tailor investment strategies.