19 November 2020First client signed up for new GLASS Workflow Automation API
First client signed up for new GLASS Workflow Automation API. Automate repetitive manual tasks, have your own reporting tools fed by GLASS? Contact us
11 November 2020Simulating FX hedging strategies and their impact on capital and dividends
With-Profits Portfolio Optimization at a Time Of Heightened Uncertainty III: simulating FX hedging, by Frido Rolloos and Marco Hoogendijk. Download here.
13 October 2020Portfolio Resilience At Times Of Volatility
Ortec Finance Canada sponsor Portfolio Resilience At Times of Volatility Virtual Forum by Institutional Connect. Richard Boyce, Managing Director North America
09 July 2020Missed the Decision Based Attribution webinar?
Decision Based Attribution webinar by Elske van de Burgt. Send an email if you want to receive the presentation and view the recording of the webinar
28 May 2020Pension board decision making during challenging times
Alfred Slager, TIAS, and Martijn Vos, Ortec Finance, researched decision-making pension funds during Corona crisis. Three lessons learned. Download report.
19 May 2020COVID-19 Scenarios for Pension and Insurance companies
Pension and insurance companies can use these scenarios to assess the robustness of their investment portfolios and solvency position for various COVID-19 scenarios.
06 April 2020Financial models and the corona crisis
Coronavirus poses challenges for not only investors but also for financial models, and how to apply them.This paper aims to support investors as best as possible in their decision making.
20 March 2020Financial models and the corona crisis
The world is fighting a pandemic, the outbreak of COVID-19. The impact on our health, social lives, the global economy and financial markets is immense and at times almost surreal. Governments and central banks are taking drastic measures reminiscent of the Global Financial Crisis.Asset Management / Banks Retail and Private / Independent Financial Advisors / Insurance Companies / Pension Funds / Sovereign Wealth Funds / Wealth Management / Asset Allocation / Asset Liability Management / Climate ESG Solutions / Economic Scenario Generator / Goal Based Planning / Retirement Planning / Strategic Risk Management / Wealth Planning and Monitoring
24 February 20202019 Customer Satisfaction Survey shows consistent high scores
The Ortec Finance Customer Satisfaction Survey 2019, shows consistent high scores!Asset Management / Banks Retail and Private / Housing Associations / Independent Financial Advisors / Insurance Companies / Municipalities / Pension Funds / Sovereign Wealth Funds / Wealth Management / Asset Allocation / Asset Liability Management / Climate ESG Solutions / Economic Scenario Generator / Goal Based Planning / Performance Measurement and Attribution / Real Estate Management / Real Estate Valuation / Retirement Planning / Risk neutral scenarios / Strategic Risk Management / Wealth Planning and Monitoring