In this paper we discuss why it is important to take uncertainty into account when making investment decisions, and why scenario models are up to the task. Also see the related paper about the latest Ortec Finance scenario approach.
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19 November 2020First client signed up for new GLASS Workflow Automation APIFirst client signed up for new GLASS Workflow Automation API. Automate repetitive manual tasks, have your own reporting tools fed by GLASS? Contact us
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18 November 2020Boost the Added Value of Advice with Goal MonitoringRecent turbulence on the financial markets and the current uncertainty around the global economy highlight the necessity for frequently updated plans and goal-based strategies. Common market practice to provide a static plan to help clients reach their financial objectives, based on past performance only, is outdated. The technology to help advisors improve the investment decision making of their clients in a cost-effective and efficient way is available, so why wait?
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11 November 2020Simulating FX hedging strategies and their impact on capital and dividendsWith-Profits Portfolio Optimization at a Time Of Heightened Uncertainty III: simulating FX hedging, by Frido Rolloos and Marco Hoogendijk. Download here.
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06 November 2020Proud sponsor of Cutter Associates Virtual MeetingsPEARL, Ortec Finance performance measurement & attribution software proud sponsor of Cutter Associates Virtual Member Meetings. Info, agenda, registration.
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26 October 2020Missed our Q3 Economic Outlook & Correlations webinar? Download materials hereDownload the presentation, videorecording, Correlations whitepaper and our Q3 Economic Outlook here
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19 October 2020Inquire Europe to host Hens Steehouwer on long term modelling for investorsHens Steehouwer, Head of Research Ortec Finance, will speak at Inquire Europe webinar Long-term scenario modeling for investors: a practitioner’s perspective
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13 October 2020Portfolio Resilience At Times Of VolatilityOrtec Finance Canada sponsor Portfolio Resilience At Times of Volatility Virtual Forum by Institutional Connect. Richard Boyce, Managing Director North America
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15 September 2020Ortec Finance releases new and unique wealth management capabilities to the Salesforce PlatformOrtec Finance has released brand new functionality with the OPAL app release on the Salesforce AppExchange that enables wealth managers and advisors to monitor their client’s financial goals. Read more in this press release.
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14 September 2020Union Investment goes live with PEARLUnion Investment, one of the most successful German fund managers, has adopted Ortec Finance’s Performance Measurement, Attribution & GIPS solution PEARL for their asset management services.