Tag: Ortec Finance

The Dutch Central Bank (DNB) has revised its guide on managing climate and nature-related risks, originally introduced in 2023. The move follows growing concerns about...

New US administration policies could leave Harvard University’s endowment fund facing a severe financial squeeze, according to new analysis from Ortec Finance. The research suggests...

Physical climate risks are becoming a dominant concern for institutional investors, with their complex and often cascading effects threatening to disrupt financial markets at...

Dutch housing association Accolade has overhauled its financial planning by adopting Ortec Finance's solution WALS, a platform designed to improve long-term budgeting and risk...

Brightwell continues to strengthen its partnership with Ortec Finance as it builds on its evolution from a single-client model to a broader multi-client offering...

The UK’s Local Government Pension Scheme (LGPS) is facing a fundamental shift, driven by sweeping pension reforms that promise to change the way its...

As ESG factors play an increasingly central role in investment strategy, financial institutions are grappling with how to assess their impact effectively.

Canada’s wealth management industry is standing at a critical crossroads as it adapts to evolving regulations and shifting client expectations around investment suitability. The sector faces a key question: will suitability remain a compliance checkbox, or will it evolve into a genuine driver of client value?

The Financial Conduct Authority (FCA) has intensified scrutiny of the UK’s retirement income advice market, citing persistent failings in how advisers assess client needs and model sustainable withdrawal strategies.

As US colleges and universities brace for financial uncertainty, the resilience of their endowments is under scrutiny. Despite the perception that large endowments offer a financial safety net, rising allocations to private assets and the threat of funding cuts or tax changes are creating potential liquidity challenges for even the most well-capitalised institutions.