Tag: Investment strategy

Global investment strategies are being reshaped as uncertainty in the United States and growing financial fragmentation alter capital flows. Against this backdrop, emerging markets and...

A growing shift in global market dynamics is transforming the fundamentals of asset allocation, pushing investors to reconsider long-held assumptions about diversification, risk, and...

Institutional investors are continuing to rethink the foundations of their portfolio management models as markets shift and regulatory expectations intensify. For decades, many pension funds...

Institutional investors are increasingly turning to private assets to diversify portfolios and enhance long-term returns. As allocations to private markets grow, many are re-evaluating...

In today’s complex investment environment, geopolitical risk has evolved from being an occasional disruptor to a permanent feature shaping financial markets. For long-term investors such...

Artificial intelligence is fast becoming the backbone of modern wealth management, helping financial advisors and relationship managers balance personal touch with powerful data-driven insights. Tasks...

Ortec Finance has released its 2025 Climate Scenarios, a comprehensive tool designed to help financial institutions assess and manage their exposure to climate-related risks....

As global portfolios become more geographically diversified, asset owners are placing greater emphasis on managing currency risk.

As global markets continue to face volatility driven by shifting economic policies—including trade developments—asset owners are placing greater emphasis on understanding and mitigating currency risk.

bfinance is leveraging the power of GLASS, a dynamic financial analysis tool powered by Ortec Finance, to optimise strategic asset allocations and enhance the investment outcomes of its global client base.