Unlock Deeper Investment Insights with PEARL and Investment Performance Service
At Ortec Finance, we’ve spent over 40 years empowering investors to navigate the uncertainty of investment decision-making. Supporting over 600 clients in more than 20 countries, our commitment to long-term relationships and innovative solutions drives everything we do.
Meet PEARL: Performance and Attribution Reimagined
PEARL, our robust and sophisticated performance and attribution solution, offers investors deep insights through advanced multi-asset attribution models. With flexible fund and benchmark hierarchies and unique decision and currency overlay models, PEARL enables you to calculate the value added by each decision in your investment process. This feedback loop enhances your decision-making framework, empowering smarter strategies.
Introducing Our Investment Performance Service
Simplify your operations with our tiered Investment Performance Service. From basic file monitoring to fully managed data reconciliation, configuration, and reporting, we tailor our services to meet your needs. Outsource your day-to-day performance tasks to our expert team, allowing you to focus on gaining valuable insights from fully verified performance reports.
Flexible, Scalable Solutions
Whether you prefer a standard SaaS setup or a premium, fully managed service, our flexible offering ensures you get exactly what you need. Services like data checking, fund configuration, and manager reconciliation can be customized, giving you the freedom to build a solution that works for you.
Why Choose Ortec Finance?
- Expertly managed PEARL operations for seamless performance tracking.
- Flexible reporting options in web, PDF, or Excel formats.
- Confidence in thoroughly checked, reconciled, and accurate data.
- Scalability to match your unique requirements.
Ready to see how PEARL can transform your investment performance measurement?
Or contact us today to schedule a demo and discover a smarter approach to risk and return management.
Contact
Oliver Henriquez
Business Developer
Stefano Lee
Managing Director - Asia PacificRelated Insights
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18 December 2024Climate change could erode Canadian pension fund returns by 44%Ortec Finance releases inaugural Canada pension fund climate risk report, analyzing the average portfolio allocation of the Top 30 pension funds in Canada by AUM
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17 December 2024Climate risk assessment – Top 30 Canadian pension fundsDiscover how climate change impacts the top 30 Canadian pension funds through an analysis of their climate risk exposure, using Ortec Finance Climate Scenarios.
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17 December 2024Assessing the climate risk exposure of pension funds and insurance companies worldwideAccess a series of Ortec Finance reports to examine how climate risk exposure and resilience vary among pension funds and insurance companies worldwide
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17 December 2024PRESS RELEASE: US pension plans report possibility of increasing contributions despite improved funded status8% of pension plan managers say their funded status has improved over the past year, study shows
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16 December 2024Climate risk assessment – Top 30 US pension fundsDiscover how climate change impacts the US pension fund industry through an analysis of their climate risk exposure, using Ortec Finance Climate Scenarios
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16 December 2024US pension funds most sensitive to climate changeOrtec Finance releases inaugural US pension fund climate risk report, analyzing the average portfolio allocation of the Top 30 pension funds in the US by AUM
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11 December 2024Climate risk assessment – Top 30 UK pension fundsDiscover how climate change impacts the top 30 UK pension funds through an analysis of their climate risk exposure, using Ortec Finance Climate Scenarios.
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11 December 2024UK pension fund investment returns could reduce by 30% in a high warming stress scenarioOrtec Finance releases inaugural UK pension fund climate risk report, analyzing the average portfolio allocation from the Top 30 pension funds by AUM
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09 December 2024Climate risk assessment – European pension fundsLearn how climate change impacts European pension funds, via an analysis on a reference portfolio that represents their average asset allocation.