Tag: Ortec Finance
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.
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...










