Tag: Ortec Finance
The advice continuum threatens holistic financial planning
The financial advice market is no longer a simple choice between doing it yourself and paying for a full-service adviser. According to Ortec Finance,...
Why 2026’s heatwave is a portfolio risk investors can’t ignore
The summer of 2026 is set to go down as one of the most severe heat events Europe has ever endured. According to new...
Ortec Finance exposes the hidden drivers of fund returns
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...
Why private market returns are getting harder to trust
Private market allocations have moved from the fringes of institutional portfolios to their core, yet many performance measurement frameworks still treat them as an...
Ortec Finance: UK housing sector must brace for volatile inflation path
Ortec Finance has published its Q3 2026 Quarterly Economic Outlook for UK housing associations, warning that static forecasting is no longer sufficient as CPI,...
Ortec Finance warns on cascading polycrisis risk
Institutional investors are facing a world where geopolitical, economic and environmental risks no longer arrive in isolation, but collide and compound one another, according...
Why investors can’t ignore the uncertainty-risk gap
Institutional investors face a widening gap between rising economic uncertainty and unexpectedly steady financial markets, according to new analysis from Ortec Finance.
The investment risk...
Climate risk exposes limits of capital market models
Ortec Finance has warned that folding climate change into capital market assumptions (CMAs) is not, on its own, enough to capture the true scale...
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...










