Ortec Finance offers consultancy services for strategic policy advice and software for modeling a pension plan’s assets, liabilities, and policy instruments (for example, contributions) with our proprietary platform GLASS.
As a pension fund, you need to manage your balance sheet effectively in order to achieve long-term objectives while dealing with short-term risks. You need to identify major risk sources and gain insight on future pensions, contributions, and funded levels. Asset Liability Management (ALM) aims to improve your understanding of pension dynamics to support strategic decision-making and help you achieve objectives that reflect the interests and risk appetite of all stakeholders.
Global ALM expertise
- Leading Asset Liability Management provider for pension funds around the world
- Extensive options for dynamic investment strategy analysis, including derivatives (overlays), private asset classes, life cycle or target date funds, and more
- Expertise in modeling complex pension schemes and valuation rules
- Multinational approach enables aggregation of plans with differences in currency, accounting standards (IFRS, IAS, US GAAP and FRS), and regulatory requirements (nFTK, MFR, TLS, etc.)
Thorough risk assessment
- Monthly and annual simulations support the complete Strategic Risk Management framework for consistent long-term and short-term strategy formulation and evaluation
- One-of-a-kind economic scenario generator (DSG) and Ortec Finance Scenario set with global coverage of more than 600 economic variables and benchmarks
Client-centric
- We take client feedback very seriously and actively use it to improve our products, our services, and the support we offer to our clients.
GLASS platform supports investment decisions
Added value of variable retirement benefit
Recently the variable pension law was passed, which allows participants in a premium contract or capital agreement to choose a variable, venture capital pension.Together with Ortec Finance, DSM tried to objectively compare the two variants, i.e. the Pension Fund variant and the variable retirement benefit, for the net pension arrangement with the specific composition and financial position of DSM, and to see where the added value lies.
A few of our customers
Contact
Marnix Engels
Managing Director Pension StrategyRelated Insights
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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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02 December 2024Charting the unpredictable: Harnessing data-driven solutions to enhance investment decision makingDiscover how pension funds are navigating challenges including ageing populations, DC transitions, climate change, regulatory shifts, and market uncertainties.
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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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30 October 2024How AI can help manage insurance portfoliosLearn how our Scenario-Based Machine Learning (SBML) approach enables insurers to optimize complex objectives by training AI on thousands of simulated scenarios, uncovering high-performing portfolios traditional methods might miss. Discover how AI-driven scenario analysis is transforming insurance portfolio management.
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23 October 2024Quarterly Pensions Investments ReviewThe Quarterly Pensions Investments Review is a comparison in expected risk and investment return.
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16 September 2024Solving the Illiquidity ProblemHow can pension funds cope with this liquidity crunch? Fund managers and trustees need a new toolkit, first to understand the current and future illiquidity risks they face, and second, to identify ways to manage the illiquidity problem. To address this challenge, we teamed up with our client CalPERS to work on an approach to help capture liquidity dynamics in our ALM model.
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23 July 2024In-House Student Day: Thursday September 19, 2024 - RotterdamCalling all students! Join us for an unforgettable day of insights and inspiration at our exclusive In-House Student Day.
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01 July 2024Ortec Finance Secures New Korean Client And Forms Strategic Partnership with ENF AdvisorThe partnership with Ortec Finance represents an exciting new opportunity for ENF Advisor to leverage world-class risk management solutions like GLASS
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07 May 2024PRESS RELEASE: Ortec Finance Expands Global Presence with Appointment of Amrit Summan as Investment Strategy Solutions LeadOrtec Finance is thrilled to announce the appointment of Amrit Summan as Investment Strategy Solutions Lead.