Tag: Ortec Finance
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...
Ortec Finance launches OPAL targeted support BETA
Ortec Finance, a global provider of risk and return management solutions, has launched the BETA version of OPAL Targeted Support, a framework built to...
How to manage a defined benefit pension run-on
For a defined benefit (DB) pension scheme considering a "run-on" strategy, day-to-day operations will remain broadly familiar — assets continue to be managed by...
Ortec Finance: macro hedging for US pension stability
Ortec Finance reveals how macro hedging can protect US pension funds from interest rate risk. Read the full whitepaper breakdown now.
Ortec Finance’s GLASS PRISM targets insurance portfolio optimisation
Ortec Finance has unveiled GLASS PRISM, a next-generation strategic asset allocation (SAA) optimisation tool designed specifically for insurance asset managers.
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...










