Superior Analytics
Easily build fund hierarchies and benchmark structures to analyze even the most complex investment strategies, including overlays.
Advanced Data Management Tooling
Efficiently manage high volumes of data, using PEARL's embedded data management solution & advanced quality controls.
Extensive Reporting Suite
Online and easy to use self-service reporting via a Web Portal that gives insight into a fund’s performance to various stakeholders.
High quality support
Get the best out of our solution with the help of our implementation and service teams, repeatedly rewarded with high client satisfaction.
See our Performance Measurement and attribution tool PEARL in action
DEMO: performance measurement and attribution of your investment decisions
Want to discover how PEARL gives insight into the return of your investment decisions?
Top 3 performance measurement and attribution insights:
- PEARL and Currency Overlay Attribution: A Practical Guide
- AsianInvestor interview Ortec Finance: How to decompose complex portfolios and returns?
- Multi-Asset Attribution webinar materials. Access them here
All performance measurement and attribution insights and news
Solving your performance attribution challenges
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Analysis
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Calculation and reporting
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Automation
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ESG
You are looking for a solution capable of analyzing performance for modern investment portfolios based on complex strategies
PEARL is specifically well suited to provide insight in multi-asset portfolios, overlay strategies (e.g. centralized currency management), strategic and tactical allocation decisions, handling of derivatives, fixed income and ESG based strategies, by offering a wide range of flexible configurable attribution models..
You want to improve efficiency, quality and speed of your performance calculation and reporting processes
PEARL offers the tools needed to optimize performance calculation and reporting processes. Intuitive and guiding user interfaces help you to operate the system effectively and efficiently. Our extensive data checking framework helps to identify data errors quickly and improve the quality of the calculated results. PEARL has been designed to provide a Performance Book of Records that makes all measurement and attribution results instantly, no matter the length of the reporting timeframe.
Calculating performance and attribution results without the help of a professional performance measurement solution can be very time consuming and error-prone. PEARL automates the full performance measurement workflow, including management of - and checking high volumes of portfolio and benchmark data, configuration of a large range of calculation options and attribution models, and flexible reporting of the calculated results.
PEARL is able to take ESG data into account and use this for an analysis of the added value of such strategy. PEARL can show the added value, or cost, of an exclusion policy by applying this to the portfolio benchmark and comparing the impact on for instance the return of the benchmark. ESG is a dynamic field and Ortec Finance is committed to quickly respond to the latest developments in this field, making sure the added value can be measured as well as attributed.
PEARL for Asset Owners
Investment decisions are continuously reviewed to quantify how much value they add. These range from strategic asset allocation to sector bets in global equity portfolios. Our Performance Measurement and Attribution solution for pension funds, insurance companies, endowments and sovereign wealth funds capture all asset classes and strategies by a wide range of attribution models. This helps you to explain sources of your excess return as well as the impact of investments on funding ratio or solvency levels.
PEARL for Asset Managers
PEARL supports asset managers that want to grow their AuM in a cost-efficient manner. Demonstrate the added value of your investment strategies with a wide range of attribution models for all asset classes on a single platform. Leveraging our expertise in the institutional space, we understand the sophisticated demands from your clients. The fully automated and integrated workflow to support your daily processes makes this process more efficient.
Bringing transparency to the performance via attribution of investment decisions at New Zealand Superannuation Fund
Michael Mitchell, Head of Portfolio Risk at New Zealand Superannuation:
“NZSF was committed to providing stakeholders with a high level of transparency of its performance and portfolio holdings. A shift by the Fund also increased its performance reporting needs. As an innovative and global orientated company Ortec Finance met these needs.”
A few of our customers
Contact
Elske van de Burgt
Managing Director Investment Performance
Stefano Lee
Managing Director - Asia Pacific
Oliver Henriquez
Business DeveloperRelated Insights
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09 April 2024PRESS RELEASE: Ortec Finance releases integrated economic and climate scenariosFind out more about the industry’s first integrated economic and climate risk management tool.
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25 March 2024Qantas Super partners with Ortec Finance to implement PEARL investment performance softwareQantas Super an Australian corporate superannuation fund with $8.9 billion in assets, has integrated Ortec Finance’s performance attribution platform, PEARL, to enhance their performance and attribution capabilities.
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19 March 2024In-House Student Day: Thursday 30 May, 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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29 February 2024Client Conference 2024 program is releasedMay 15 & 16, 2024 Ortec Finance’s clients gather in Amsterdam for an in-person Client Conference. The event takes place in the iconic Eye Film Museum.
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23 February 2024Ortec Finance's 2023 customer satisfaction survey shows high scoresThis consistent positive feedback reflects the strong rapport we share with our clients around how our solutions solve their challenges.
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12 February 2024PRESS RELEASE: Ortec Finance appoints Hens Steehouwer as Chief Innovation OfficerHens will responsible for integrating climate risk and expanding AI capabilities
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13 November 2023Varma Transforms Investment Performance Management with Ortec Finance's PEARL SolutionVarma transforms their Investment Performance Management with Ortec Finance's PEARL solution, enhancing their investment oversight and efficiency.
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22 August 2023Elske van de Burgt sit down with Pat and Doug for Episode 7 of TSG Time podcastListen to Elske van de Burgt on Episode 7 of TSG Time podcast where she talks about the 2002 Dietz Award-winning article, “Decision-based Evaluation of the Performance of a Hierarchically Structured Investment Process,” which she co-authored with Jeroen Geenen, Marc Heemskerk, and Michiel Heerema, and provides some information on her upcoming speaking engagements and her research process.
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26 June 2023Jonathan Frew Appointed New Business Analyst for Ortec FinanceOrtec Finance is pleased to announce the appointment of Jonathan Frew who will be joining as Lead Business Analyst – Investment Performance.