Tag: Ortec Finance

Ortec Finance’s GLASS PRISM redefines insurer portfolio strategy

Ortec Finance has launched GLASS PRISM, an artificial intelligence-powered Strategic Asset Allocation (SAA) tool built to help insurers optimise their investment portfolios in ways...

How currency overlay is reshaping portfolio management in 2025

A new era of currency volatility has taken hold following years of subdued interest rates and limited exchange rate movement. In the US, Federal...

How decision-based attribution improves fund performance

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...

Inside the model transforming asset owner decisions

Nearly 30 years since its creation, the Investment Decision Process (IDP) model remains a cornerstone tool for asset owners seeking to understand how individual...

How UK insurers should tackle PRA climate risk guidance

The Bank of England's (BoE) Prudential Regulation Authority (PRA) published Supervisory Statement 5/25 last December, setting out its concerns over the systemic risks that...

Ortec Finance bolsters UK team with senior client manager

Ortec Finance, a provider of financial decision-making technology, has appointed Jamie Holland as senior client manager within its Global Wealth Solutions team in the...

Reassessing risk and return in the Q4 2025 outlook

Ortec Finance, a provider of technology and solutions for risk and return management, has released a new whitepaper.  The 'Q4 Quarterly Outlook - New Year,...

Innovation with integrity reshapes UK financial planning

The UK advice sector is reaching a turning point as long-standing operating models struggle to keep pace with regulatory pressure, shifting client expectations and...

Climate risk assessment for European insurers: 2025

Ortec Finance has released a 2025 update to its climate risk assessment for the European insurance industry, following the publication of its initial report...

Ortec Finance appoints Jelmer Brons as new CCO

Ortec Finance, a global provider of technology and solutions for risk and return management, has appointed Jelmer Brons as its new chief commercial officer. Founded...

120,000+ FinTech leaders get exclusive industry stories delivered every week