Tag: Ortec Finance

Ortec Finance: fixing the climate risk gap in portfolios

As climate risk climbs the agenda for pension funds, insurers and asset managers, investors are seeking to embed climate considerations across the entire investment...

Ortec Finance wins Ostrum AM mandate for ALM platform

Ortec Finance has been chosen by Ostrum Asset Management, an insurance and institutional investment specialist affiliated with Natixis Investment Managers, to strengthen the investment...

Why the annual review may become a premium service

The annual review is itself under review, and according to WealthTech provider Ortec Finance, the commercial consequences could be profound. The Financial Conduct Authority's consultation...

Aviva taps Ortec Finance to close the UK advice gap

Aviva has named Ortec Finance, a global specialist in investment decision-making technology, as its technology partner in a move designed to bring personalised financial...

How Ortec Finance is reshaping whole-fund decisions

Institutional investors are under growing pressure to manage complex, whole-fund trade-offs with precision and speed, and Ortec Finance has developed a framework designed to...

How Ortec Finance helped PKZH measure ESG impact

Swiss pension fund PKZH, which manages CHF23.9bn in assets on behalf of more than 60,000 members, turned to Ortec Finance to gain a clearer...

AI financial advice boom exposes a dangerous advice gap

Nearly four in ten Britons have turned to artificial intelligence tools such as ChatGPT and Google Gemini for personal financial guidance, according to 2025...

AI financial advice gap: why consumers need more help

Four in ten Britons have turned to AI tools such as ChatGPT and Gemini for personal financial guidance, according to 2025 research from comparison...

Climate risk and CMAs: What investors need to know

A growing number of institutional investors are grappling with how to fold climate change into their capital market assumptions (CMAs), but consensus on the...

Why banks re-entering advice could be good for everyone

According to Ortec Finance, in today's technology-driven and regulatorily mature environment, the re-entry of high street banks into financial advice could prove to be...

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