Tag: Ortec Finance

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...

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.

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