Tag: Ortec Finance
Why EU life insurers need advanced ALM models
Life insurers across Europe are navigating one of the most volatile and complex investment environments in decades.
With inflation pressures persisting, market cycles shifting, and...
How climate change is reshaping pensions in 2025
The global pension industry is entering a new era of risk assessment as climate change continues to redefine the financial landscape.
Building on last year’s...
Climate inaction threatens Australia’s pensions
Australia’s superannuation industry faces mounting financial risks as political hesitation over climate policy threatens to derail the country’s transition to a low-carbon economy. According...
Measuring success in private asset investments
Attracted by the promise of higher returns compared to public markets, institutional investors and asset owners are steadily increasing their allocations to private assets....
Building climate resilience in private asset investing
Institutional investors are increasingly turning their attention towards private assets, attracted by the promise of higher expected returns and stable long-term income streams.
Ortec Finance...
Ortec Finance and M&G pioneer 3D portfolio optimisation
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...
Decision-based attribution: enhancing multi-asset strategies
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 bolsters UK growth with senior hire
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.
How goals-based advice drives 15% AuM growth
In the wealth management industry, scaling personalised advice while growing Assets under Management (AuM) has become more than a differentiator — it is now...
How investors can build resilience amid global uncertainty
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...










