Tag: Ortec Finance

Ortec Finance has unveiled a new case study in partnership with M&G Investments, demonstrating how its Scenario-Based Machine Learning (SBML) approach can redefine strategic...

This year marks 25 years since the creation of Ortec Finance’s decision-based attribution model, a framework that has become a cornerstone for asset owners managing multi-asset portfolios.

Ortec Finance is strengthening its ambition to expand in the UK wealth management and financial planning market with the appointment of John O’Driscoll as managing director of OPAL Financial & Wealth Planning.

In the wealth management industry, scaling personalised advice while growing Assets under Management (AuM) has become more than a differentiator — it is now...

In today’s complex investment environment, geopolitical risk has evolved from being an occasional disruptor to a permanent feature shaping financial markets. For long-term investors such...

Firms across the wealth and asset management sector continue to digitise their operations. A core area to update is digital trading tools.  

Wealth management is evolving rapidly, and clients now demand more than strong investment returns. They want advice that aligns closely with their personal aspirations...

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...