Tag: decision-based attribution

Asset owners face a growing challenge in explaining what drives their fund performance, according to a new whitepaper from Ortec Finance. Several shifts are driving...

Asset owners such as pension funds, insurance companies and sovereign wealth funds are navigating an increasingly complicated investment landscape, according to Ortec Finance. The WealthTech...

This year marks 25 years since the creation of Ortec Finance’s decision-based attribution model, a framework that has become a cornerstone for asset owners managing multi-asset portfolios.